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New Class:
RISK REDUCTION
Decrease your exposure &
Limit your liability
In this class we will
carefully analyze the
sources of transactional
liability and learn how to
limit them. Through a
process oriented, hands-on,
class environment we will
learn techniques that reveal
vulnerabilities to legal
exposure. As we now know,
loan originators are
required to fully inform
customers about the nature
and risks of each of their
reasonable loan options.
Through a series of
exercises this class will
help you meet the informed
consent requirement.
SCHEDULE OF UPCOMING CLASSES

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Some
evaluations from students
who attended this class:
"The risk reduction class
was excellent. Kevin's
delivery taught us all the
inner mechanics of efficient
communicative techniques so
I can stay out of trouble
with the law."
"I expected a class where
the teacher was going to say
"do this, don't do that."
Instead, I learned how to
really listen to my
clients."
"Excellent
process oriented class."
"This class
kicked my butt. I haven't
really attended many
continuing ed classes that
made me take an honest look
at my own practices in such
a way as to minimize the
risks I had been taking."
"Wow! I
learned my growth
opportunities in how I deal
with clients, and how I can
approve the skills I need to
explain the government
required disclosure forms,
and listen carefully to my
client's questions."
"I learned
that I don't always listen
as well as I could and if I
don't listen very well, I
may miss an important client
fact that could create
liability for me."
"As a new
loan originator, I feel like
I've been given a gift that
the other more experienced
LOs in the room had not been
given until this point in
their career. Thank you,
Kevin."
"This class
helped me understand and
clarified the mistakes I
make when I interact with
clients. I need to listen
better so I can fully
understand what they need. I
learned that if I don't
do this, I am greatly
increasing my legal
liability."
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