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Mortgage School
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Increase Revenue by offering Mortgage - NEW School
In cooperation with the Community Bankers Association of Georgia, Crescent Mortgage is proud to sponsor the reboot of the Mortgage School. This school is targeted at both bankers who want to enter the secondary market mortgage space and those that are already seasoned in mortgage origination. Participants will be able to choose to attend either in person or virtually over four 2-day sessions (totaling 8 days / 32 total hours of instruction). In-person sessions will be held at Crescent Mortgage headquarters in Atlanta, Georgia. The Mortgage School will focus on the roles and functions within residential mortgage banking.
Module 1 • 7/20-21 • 8am-12pm
The first module will cover the basic business model of mortgage lending and how the overall industry affects the economy. After laying the groundwork, we will move into loan products and programs. Wrapping up the first module, we will cover the mortgage process from origination to closing.
Speakers: Fowler Williams, Skip Willcox
Module 2 • 8/10-11 • 8am-12pm
The second module of the Mortgage School will focus on the various laws, legislation, and compliance that govern the mortgage world. We will be providing an overview of laws pertaining to fair lending, consumer protection, servicing, credit, privacy, etc. We will also be covering how mortgage servicing and secondary marketing play into the day-to-day life of an originator.
Module 3 • 9/21-22 • 8am-12pm
The third module moves into ground-level origination. We will begin with a focus on the URLA and taking an effective application. From there, we will cover reading sales contracts, appraisals, and title work. We will build an understanding of the documents, as well as learn common mistakes, red flags, etc. from an origination and underwriting standpoint.
Speakers: Bob Shellenberger, Mark Chapman
Fowler Williams AMP, CMB President & CEO Crescent Mortgage Company
Skip Willcox Account Executive Crescent Mortgage Company
Vernon Tanner Sr. VP of Compliance Crescent Mortgage Company Speakers: Vernon Tanner, Skip Willcox
Module 4 • 10/19-20 • 8am-12pm
In this final module of the 2021 Mortgage School, we will focus on prospecting and business development. How to fill your pipeline, prospect effectively, sell past rate and price. Using phone, email, text messaging effectively. Cross-selling strategies, etc. Time will also be dedicated to “bringing it all together” and course review and feedback.
Speakers: Brooke Holt, Skip Willcox, Fowler Williams
Special Thanks to Our Sponsor
