Leveraging Assets to Qualify High-Net-Worth Borrowers
October 6, 2026 3:00 PM-4:00 PM
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| Member Price | $0.00 |
| Non-Member Price | $399.00 |
About the Event
High-net-worth borrowers often present complex financial profiles, with substantial assets but limited reportable income. This webinar examines asset-based lending approaches, including asset utilization and asset depletion, to support financing for these clients. Participants will learn how to incorporate securities and other liquid assets into qualification strategies while delivering a high level of service expected by affluent borrowers and their advisors.
Date/Time:
- Tuesday, October 6 (3:00 PM - 4:00 PM ET)
Objectives:
- Identify high-net-worth borrower characteristics
- Explain asset utilization and depletion
- Evaluate securities for income qualification
- Apply structuring techniques
Target Audience:
- Mortgage Loan Originators
- Sales Managers
Speaker(s):
- Andy Zemon, Branch Manager, Novus Mortgage
- Larry Maitlin, Director, National Non-Agency Lending, Luxury Mortgage