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HECM Tool Training
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Mastering the Refinance Module
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HECM Refinance Where the Borrower is Short to Close

HECM Refinance Where the Borrower is Short to Close

By Tane Cabe

HECM Tool Training

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Instructor

Tane Cabe

9 Lessons

Overview of the HECM Tool

Navigating the HECM Tool with Confidence: A Step-by-Step Overview

Who is the HECM Tool For and Not For?

Signing In and Out of the HECM Tool + Recover a Lost Password

Adding, Editing, and Removing a Customer

How to Create a New HECM Tool Report - HTR

Creating a Purchase HECM Tool Report - HTR

Creating Refinance HECM Tool Reports - HTR

Saving, Updating, and Editing HECM Tool Reports - HTR

Navigating and Editing Existing Reports

5 Lessons

Mastering the Refinance Module

Overview of the Refinance Module

HECM Refinance Where the Borrower is Short to Close

HECM Refinance Scenario Where the Borrower Owns Their Home Free and Clear

HECM Refinance Where the Borrower is Paying Off a Mortgage and Has a Line of Credit

HECM Refinance Paying off a Mortgage With a Small Line of Credit but No Second Year Line

4 Lessons

Mastering the Purchase Module

HECM Tool Purchase Overview

HECM Purchase Comparison to All Cash When Purchase Price is Not Known

HECM Purchase Comparison to a Conventional Loan

HECM Purchase Comparison to All Cash

1 Lesson

Sales Strategies

How to record a recap video to send to borrowers after your initial meeting

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