Become A Certified Mortgage Advisor SM

…Without Leaving Your Office!

Get started by paying just one dollar…

Mortgage planning courses have become all the rage among loan officers. Loan officers are rushing to spend significant sums to get a certification and attend days of training. However, in my observation and in teaching for over 25 years within this industry, I have found that many misconceptions have arisen from this trend—

  • Mortgage planning is not about learning to sell a product which is hot. That is product training. Those who were teaching how to sell option ARMs—how well did they serve this industry?
  • Mortgage planning is not about one particular financial strategy such as leveraging. It is about helping the client find the right strategy for a particular financial situation. And in order to do that—you must become an expert in all strategies.
  • Mortgage planning is about giving the right advice to help guide your clients with regard to very important financial choices.

A balanced approach so you can become a mortgage advisor!

Now you can learn about what a loan officer needs to implement effective mortgage planning strategies and more importantly advice for their clients. And you will get balanced approach that does not favor one strategy over another. As the number one author in the industry with seven books published as well as hundreds of articles, Dave Hershman is uniquely qualified to bring you a perspective that few others have experienced within this industry.

Planning for Mortgage Advisors

  • Real Estate Finance & Economic Concepts - February 4
  • The advisor approach—selling without rates
  • Sales and lead conversion skills
  • Key marketing concepts
  • Marketing other experts through your sphere
  • Better than homebuyer seminars: Advisor Seminars
  • Seminars for Realtors and Financial Planners
  • Synergy Partners and Advisor Networking Groups
  • The PR Machine
  • Newsletters of experts
  • Comparing Mortgage Options- March 4
  • Legislative update
  • What is a Certified Mortgage Advisor
  • What does it mean to be an advisor
  • The real estate process
  • Three economic reasons to own: Investment, Leverage, Inflation Hedging
  • Advising clients on rates and locking
  • Real estate finance concept: Prepayment
  • Should The Client Pay Points
  • Marketing as an Advisor - January 14
  • Legislative update
  • Comparing mortgages—base information on ARMs and Buydowns
  • Comparing mortgages over future scenarios
  • Comparing mortgage combinations
  • Qualifying concepts: focus on suitability, downpayment assistance and overcoming obstacles
  • Delivering great customer service through the loan application process
  • Ethics of mortgage advisors

All sessions are 90 minutes PLUS question and answer periods. Dave provides a total coaching experience so you can ask questions on any topic during these sessions. You must be present for the entire session to earn CMASM credit.

Stop paying all that money and become a Certified Mortgage Advisor (CMA) without leaving your office!

Instead of paying a thousand dollars or more on course fees, travel, meals, entertainment and more, you can register for four weeks of Webinars for $1. And you will receive a package worth $425 for that price. This package includes the recently updated Book of Home Finance, Maximum Synergy Marketing audio webinar, the performance library of articles, and 30 day trials of The NewsletterPro Marketing System and MyMortgageCommunity and more! How can we make such a great offer? We are hoping that once you see how the NewsletterPro system will help your production, you will continue on as a member for $59 monthly after the first month. But there is no long-term obligation beyond the 30-day trial. You even get membership to MyMortgageCommunity for that price. Even better, if you stay on, you will be invited to a series of nine additional webinars which make up the Certified Mortgage Advisor Course. At the end of a six month period you can receive your test to obtain your certification. These courses include—

And they will be repeated within each six month period s so that you can achieve your certification even if you miss a session. All courses are on Wednesday at 2:00pm EST/11:0pm PST unless otherwise noted.

Don’t want to use the NewsletterPro Marketing System and be a MyMortgageCommunity member? You have an option! Sign up for the CMA course and you will be invited to all webinars for six months to complete all “10” courses for only $399! Click to Purchase This Option

Note: These classes are not approved for continuing education credit. The purpose of this course is to help you succeed. We want serious students attending only.

Requirements for achieving certification…

  • You have six months from the first course attended to attend all 9 courses of (13-15 hours of training)—including Q&A Attendance will be monitored.
  • Must be a NewsletterPro Marketing System subscriber for six months before achieving certification and the time allowed for certification can be extended for longer-term subscribers.
  • Passing score of 75% on CMA Final Exam gives you CMA certification

Note: These classes are not approved for continuing education credit. The purpose of this course is to help you succeed. We want serious students attending only. Additional Benefits

  • Continuing education including case studies and coaching sessions
  • Specific Marketing material for Mortgage Advisors, including a logo, signature banner and brochure.

About the Speaker

Dave Hershman, Seminar Speaker

Host Dave Hershman is the leading industry expert with seven books written in the industry, including two published by the Mortgage Bankers Association of America. Dave has been the featured speaker at hundreds of industry events across the country in the past twenty years. His career in the mortgage business started as a top producing loan officer who produced over 550 loans his first 18 months on the street and has gone on to lead organizations closing billions of dollars in retail and wholesale production. He has been a columnist for the Mortgage Press, Real Estate Today, Mortgage Originator Magazine and Scottsman Guide and served as a Board of Director for Millennium Bank in Virginia. He has also headed the largest technology sales force in the industry for Ellie Mae. Dave's Book of Home Finance has been the industry's leading real estate finance book for over fifteen years.

We can't solve problems by using the same kind of thinking we used when we created them...
- Albert Einstein

Anyone who gets another mortgage always remarks how much they like the newsletters...

- Karen Blondin, Blondin Mortgage

The best mortgage course I have ever seen. It opened my mind to thinking to a new level. In 2002 I was in the top 8.0% of closed loan volume of my company of 2,000 loan officers. I thought of myself as successful already but your course has brought me to a new level.

- Jaime Ramos

If everyone in the industry would take this class, it would elevate our perception from just above used car sales to that of Doctors of Finance.

- Ryan Clouse, Country Home Mortgage

I traveled 3000 miles to take your program and I would do it again tomorrow.

- Jonathan Seavey, NewStart Mortgage Company, Inc

The course was a real eye opener Dave, and it made me realize that there are a lot of managers out there that don't know these things...and those are the people who are shaping the industry. Talk about the blind leading the blind. I really think you should impose the importance of this course at your manager's conference.

- Adam Peterman, Branch Manager TMC Mortgage