How to present the HECM to a Financial Advisor one on one or in a group setting.

Create this Refinance HECM Tool Report:

  1. Enter Home Value > Enter $0 for current mortgage balance > Enter $0 Current mtg PI payment
  2. Select Single Option > CMT Monthly Cap 5 > Enter Margin rate
  3. Click Next to create report

Watch video where Tane shares his HECM selling strategies to a FA in a group setting, lunch n learn or single FA.

  1. Add video - comment.....start with a single option, cmt 5, then expand to Two option with same margin(edit cash at closing) then move to paying off a mortgage and then to bring $ to the table. show how to save each report, then go back in and edit and save again...???
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