CXS | Mortgage Planning Case Studies - Noon

 

Mortgage Planning Case Studies

This 60-minute presentation examines how proper mortgage planning can help clients make smarter choices. We discuss four case studies that cover:

·         30 year mortgage vs. 15 year mortgage
·         Points vs. No Points
·         20% Down Payment vs. 5% Down Payment
·         FHA mortgage vs. Conventional mortgage

You'll be able to identify the financial planning implications of these mortgage options, and you'll be better equipped to help clients manage their single largest debt (mortgage) and their single largest asset (home).
 
Audra McMahon is a Kansas City native, who comes from a large family. She attended Notre Dame de Sion High School and earned her Bachelor’s Degree at the University of Kansas in an impressive three years while actively participating in her sorority Delta Gamma. Audra entered the banking industry in 2002 and transitioned to an emphasis in lending in 2004. Audra takes pride in her work and truly honors those who allow her to create and manage their mortgage over time.