FREE Webinar

How To Build Referring Partner Relationships With or Without Offering CE Credits

Webinar Registration:

Title: How To Build Referring Partner Relationships With or Without Offering CE Credits

Date: Wednesday, November 15th

Time: 1:00 pM PST

Duration: 1 Hour

Experience: All Levels

This webinar sponsored by Mutual of Omaha Mortgage

Summary

Join our special guest and 20 year reverse mortgage veteran educator Lorraine Geraci as she shares her experience with reverse mortgage professionals on how to build productive relationships with referral partners. Through offering CE credits where applcable and specialized presentations, Financial Advisors, Real Estate Professionals, Attorneys and Homecare professionals will learn how to benefit their clients in or near retirement.

In this webinar you’ll learn:

  • How to target the ideal potential referring partners

  • How States Differ with CE Credit Rules for Approval

  • Advice  on becoming an accredited Continuing Education instructor

  • Strategies for driving class attendance and effective follow-up with participating professionals

  • How to become an impactful Educator to Referral Partners when CE Credits are not Available

Speakers

Shannon Hicks

Moderator / Presenter

HECMWorld | Reverse Focus

Lorraine Geraci

Presenter

Certified Professional Coach, Author, Mortgage Industry Consultant

About Our Presenter Lorraine Geraci

Lorraine has been a Mortgage and Education leader for the last 20 years.  She was a loan officer and sales manager in the Reverse Mortgage Industry before getting back to her passion for education and development.

Lorraine has not only run Learning and Development Divisions for major mortgage lenders, but she has also taught and presented to over 15,000 Real Estate and Mortgage sales professionals nationwide on utilizing home equity for retirees as well as professional development. She also oversaw the largest Continuing Education program for referral partners in the industry and was approved in 25 states nationwide to give CE credits to Realtors. 

Lorraine has also taught and presented at numerous NRMLA conferences including many CRMP CE classes and for years, she was part of the ethics class along with fellow educators and attorneys. 

Her strengths and passion include leadership, education team building, professional and personal growth and development, mortgage sales, presentation skills, and relationship coaching. Lorraine currently has a consulting Company called LG Consulting Unlimited and is dedicated to assisting individuals and Companies with growth and development resources through education and building relationships for maximum performance. 

Lorraine currently resides in Southwest Florida but is a native New Yorker. 

cpclorraine.com

This webinar sponsored by Mutual of Omaha Mortgage

Summary

Join our special guest and 20 year reverse mortgage veteran educator Lorraine Geraci as she shares her experience with reverse mortgage professionals on how to build productive relationships with referral partners. Through offering CE credits where applcable and specialized presentations, Financial Advisors, Real Estate Professionals, Attorneys and Homecare professionals will learn how to benefit their clients in or near retirement.

In this webinar you’ll learn:

  • How to target the ideal potential referring partners

  • How States Differ with CE Credit Rules for Approval

  • Advice  on becoming an accredited Continuing Education instructor

  • Strategies for driving class attendance and effective follow-up with participating professionals

  • How to become an impactful Educator to Referral Partners when CE Credits are not Available

Webinar Registration:

Title: How To Build Referring Partner Relationships With or Without Offering CE Credits

Date: Wednesday, November 15th

Time: 1:00 pM PST

Duration: 1 Hour

Experience: All Levels

Special Guest Speaker:

Lorraine Geraci

Presenter

Certified Professional Coach, Author, Mortgage Industry Consultant

Host/Moderator:

Shannon Hicks

Moderator / Presenter

HECMWorld | Reverse Focus

About Our Presenter Lorraine Geraci

Lorraine has been a Mortgage and Education leader for the last 20 years.  She was a loan officer and sales manager in the Reverse Mortgage Industry before getting back to her passion for education and development.

Lorraine has not only run Learning and Development Divisions for major mortgage lenders, but she has also taught and presented to over 15,000 Real Estate and Mortgage sales professionals nationwide on utilizing home equity for retirees as well as professional development. She also oversaw the largest Continuing Education program for referral partners in the industry and was approved in 25 states nationwide to give CE credits to Realtors. 

Lorraine has also taught and presented at numerous NRMLA conferences including many CRMP CE classes and for years, she was part of the ethics class along with fellow educators and attorneys. 

Her strengths and passion include leadership, education team building, professional and personal growth and development, mortgage sales, presentation skills, and relationship coaching. Lorraine currently has a consulting Company called LG Consulting Unlimited and is dedicated to assisting individuals and Companies with growth and development resources through education and building relationships for maximum performance. 

Lorraine currently resides in Southwest Florida but is a native New Yorker. 

cpclorraine.com