What file coaching is for
Originators and other professionals sometimes need a second set of eyes on one reverse mortgage file: leftover cash after a remaining first, a PACE or CalHFA payoff, flood or fire insurance binding, a non-borrowing spouse, or whether HECM, proprietary, or a reverse second is the honest product conversation.
Jay Zayer, CRMP, plans to offer that review as Academy coaching. Coaching is education and case discussion. It is not a lender underwriting decision, not a substitute for HUD counseling, and not legal or tax advice.
Price and scope
$595 per file. One file means one property and one borrower household as presented. Coaching is not included in the $199 CRMA tuition. Optional software tools are priced separately on tools.
Enrollment Coming Soon. There is no purchase button on this page.
Who should wait
Homeowners looking for their own reverse mortgage should use the public calculator and book a call instead of this professional coaching track. Coaching is aimed at practitioners working a file, including students in the Academy curriculum.