Webinar Registration

Helping High-Asset Clients Qualify for Home Financing:
A Practical Guide to Non-QM Loans
Boost Your Client's Mortgages outcomes and reduce out-of-pocket costs - CE Credit Available
Thursday, September, 17
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ET
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75 minutes
Earn 1 CE credit Trusted by 10,000+ financial advisors
Dan WIlliams
Dan Williams
Mortgage Loan Officer San Diego Lending
Presenter Bio
Todd Swanson
Todd Swanson
Certified Mortgage Planning Specialist Swanson Ledning
Presenter Bio
John Thompson
John Thompson, CLA
Mortgage Advisor SMPL Mortgages
Presenter Bio

What You'll Learn

Many successful business owners and high-net-worth clients appear “unqualified” on paper when applying for home mortgages—reporting minimal taxable income while maintaining strong cash flow, substantial assets, and significant borrowing capacity.

Traditional residential lending guidelines…

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What You'll Learn
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Webinar Description

Many successful business owners and high-net-worth clients appear “unqualified” on paper when applying for home mortgages—reporting minimal taxable income while maintaining strong cash flow, substantial assets, and significant borrowing capacity.

Traditional residential lending guidelines often fail these clients, limiting their ability to purchase, refinance, or strategically finance real estate.

Join three mortgage experts to learn how Non-QM (Non-Qualified Mortgage) solutions can help your clients who report low-income but have significant assets. You’ll learn how alternative underwriting approaches—such as bank statement loans, asset-based lending, and DSCR (Debt Service Coverage Ratio) loans—can help clients secure home financing despite complex or tax-optimized income profiles.

We’ll focus on real-world application, including:

  • How to identify clients who are ideal candidates for Non-QM home financing
  • When these strategies outperform conventional mortgage options
  • How to integrate Non-QM lending into broader financial and tax planning conversations

The goal is simple: help you better serve clients who have the wealth—but not the W-2 income—to qualify for traditional home mortgages.


*CE/CPE Eligible: 1.0 CE credit(s) is(are) available to FEN Members with these designations: CFP, CLU, ChFC, RICP, and CDFA. CPA and EA members will earn 1.0 CPE credit(s).
Field of Study: Specialized Knowledge
Prerequisites: There are no prerequisites for this session.
Advanced Preparation: None
Program Level: Basic
Delivery Method: Group Internet Based
NASBA Approved
Financial Experts Network (Sponsor Id#: 145173) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.