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A Seat at the Closing Table

Where industry experts share proven tactics to bridge the homeownership gap

A Seat at the Closing Table is a training series that provides support to loan officers, mortgage brokers and housing professionals who want to close the homeownership gap for minority borrowers.

 

Equitably Speaking Podcast: Episode 1

In the inaugural episode, Phil Treadwell, host of the Mortgage Marketing Expert podcast, shares his proven three-step marketing formula to break into a new market and best practices to ensure effective engagement on a cultural level. Watch the episode for practical guidance on Breaking Into Underserved Markets.

 

Get Started Today

Begin your learning journey by clicking on the training modules below.

Training Modules & Podcast

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Equitably Speaking Podcast Series

Throughout this podcast series, industry experts will share how to break into underserved markets, develop effective borrower scripting, and partner with industry professionals to help bring more clients to the closing table.

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Module 1: It Takes a Village to Close a Home

This loan officer training module highlights the importance of relationship building in underserved communities to grow your business.

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Module 2: Origination Systems to Serve the Underserved

This loan training module provides loan officers with scripts, checklists and templates to build an effective origination system to close more minority loans.

Meet Lynn Richardson

Lynn Richardson is a former loan officer with over 20 years of success in the business. In this training series, A Seat at the Closing Table, Lynn shares her tried and true tips to help loan officers, mortgage brokers, and housing professionals close more loans for minority borrowers.

 

Equitable Housing Resources for Loan Officers

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Featured Resources

Equitable Housing Outreach