I have one particular TC that I always do reverse mortgages for. The loan officer is always present. Although with the first one I felt intimidated because he took charge of the signing, after about 15 or 20 minutes of brooding, I decided to use it as an opportunity to learn about reverse mortgages.
This guy has a great way with these older people. Now does his thing and explains the financials and sits back and lets me handle the signing until he's needed to answer or explain what would be considered UPL for me. |
