TREC CE Class - Reverse Mortgages for Real Estate Agents and Individuals
Schedule
Wed Jun 03 2026 at 11:30 am to 02:00 pm
UTC-05:00Location
Goosehead Insurance Corporate Office | Austin, TX
mortgages: eligibility, loan mechanics and practical use cases
About this Event
2 HR TREC CE Class
Course Title: Understanding Reverse Mortgages for Real Estate Professionals
Speaker: Austen Smith, CMPS, CRLS
11:30 AM Lunch and Open Networking
12:00 PM- 2:00 PM CE Class
About The Class
Real estate agents will learn how to identify when a reverse mortgage might be a strategic fit for clients over 62, how to navigate the HECM process, and how reverse mortgages can support both refinance and purchase transactions. Emphasis will be placed on dispelling myths, protecting seniors, and working in partnership with lenders to provide accurate information and client support.
Overview of Reverse Mortgages and Common Misconceptions
Defines reverse mortgages and how they differ from traditional financing. Dispels widespread myths about ownership, inheritance, and use cases to provide agents with accurate, client-ready information.
Eligibility Requirements and Borrower Protections
Covers who qualifies for a reverse mortgage, including age, occupancy, and equity guidelines. Also reviews key borrower protections such as HUD counseling, non-recourse clauses, and non-borrowing spouse rights.
Understanding HECM Loan Mechanics and Disbursement Options
Explains how Home Equity Conversion Mortgages (HECMs) function, including payment options like lump sum, monthly payments, and lines of credit. Discusses how interest accrues and how the loan is repaid.
Using Reverse Mortgages to Refinance
Outlines common refinance scenarios and how clients can eliminate monthly mortgage
payments, access liquidity, or fund long-term care—all while staying in their home.
Reverse Mortgages for Purchase Transactions
Details how clients can use a reverse mortgage to buy a new home. Reviews eligibility, down payment requirements, and how this product can help seniors relocate or downsize while preserving cash.
Real-Life Scenarios, Case Studies, and Agent Collaboration
Presents real-world examples that demonstrate how reverse mortgages have helped clients achieve financial and lifestyle goals. Shows how agents can identify these opportunities and collaborate with lenders.
Impact Leadership Group
Education Provider: # 9969
Course Number: # 29710
Where is it happening?
Goosehead Insurance Corporate Office, 9606 N Mopac Expy, Austin, United StatesEvent Location & Nearby Stays:
USD 0.00
