Maximizing Opportunities: Reverse Mortgage for Property Purchasing | Joe Pattee | Fidelity National Title | 1 CE | Free | Zoom


Event Details

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  • Venue: Zoom
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MAXIMIZING OPPORTUNITIES: REVERSE MORTGAGES FOR PROPERTY PURCHASING

11am-1pm MST

THIS IS A ZOOM CLASS. You must have a desktop or laptop style computer and access to an internet connection to participate in this class. Instructions will be emailed to you 1-2 days prior to the start of class.


This is a 2-hour CE course that will cover how to help clients maximize their opportunities by using a reverse mortgage to purchase their next home. We’ll go over requirements, benefits, costs, distribution options, contract writing, as well as tax benefits to dive deeper into how reverse mortgages for purchase work and the costs associated with them. We’ll also explore several client scenario case studies and specific strategies for when this option could be beneficial for clients.

Provider: Fidelity National Title

REGISTER HERE


ABOUT JOE PATEE:

As Producing Branch Manager at Guild Mortgage, I’m committed to helping my clients understand their options for real estate financing and assisting them in making solid home loan decisions.

I have been recognized as a national leader in home loan origination with several perennial awards including “Top 1% Originator” by Mortgage Executive Magazine, “Top Originators” by Scotsman Guide, “Chairman’s Club” by Guild Mortgage and “President’s Club” by Guild Mortgage. My philosophy is simple: “You don’t need a sales pitch; you need solid information and advice.”

Outside of the office, I enjoy spending time with my wife, two beautiful kids, and Linda, the family Frenchie. On any given Saturday, you might bump into us hiking or biking in the Boise Foothills, strolling through the Farmers Market, or entertaining friends and family on our front porch. I recently ran my first 10k race and did well. I am happy to report this was the first time I’ve run that distance without stopping to walk, and I’m open to entering in future events!