Mortgage suitability with Stacy Brown, Interfinance

Join Stacy Brown, Business Development Manager and Mortgage Agent Level 2 at Interfinance for a webinar on Mortgage suitability.

Description:

Are you leaving deals on the table because a file doesn’t fit your go-to lender? Do you know exactly when to pivot from an A-lender decline to a B or Private solution — and how to explain that pivot to your client with confidence? This interactive webinar breaks down the full lending spectrum — A, B, and Private — so you can match every borrower to the right product, grow your close rate, and position yourself as the advisor clients trust and refer. Whether you’re newer to the industry or a seasoned agent looking to sharpen your suitability approach, this session delivers a practical framework you can apply to your very next file.

What You Will Learn:

• Understanding the Three Lending Channels – Walk away with a clear understanding of how A-lending, B-lending (alternative), and Private lending differ — not just in rates and terms, but in borrower profiles, qualification criteria, lender expectations, and risk tolerance. You’ll see the lending market as a spectrum, not a hierarchy.
• How to Identify Which Channel Fits – Learn a repeatable 5-Question Suitability Framework that you can apply to every new file. In under two minutes, you’ll know whether a deal belongs with an A-lender, a B-lender, or a Private lender — and you’ll know why.
• Value-Add Strategies for Every Deal Type – Discover specific strategies to increase your value to clients in each channel — from rate-shopping mastery on A-deals, to credit rehabilitation plans on B-deals, to building exit strategies that turn Private clients into long-term relationships.
• Real Case Studies – See three real-world deal scenarios walked through from intake to close — one A, one B, and one Private — including how the suitability framework guided each decision and where the broker added measurable value.
• The Business Case for Full-Spectrum Lending – Understand how mastering all three channels increases your addressable market, creates a multi-deal revenue path from a single client relationship, and generates the kind of referral stories that build a reputation.

Who Should Attend:

• Licensed mortgage agents and brokers at any experience level
• Agents who primarily work with A-lenders and want to confidently expand into B and Private
• Agents who handle alternative or private deals but want a stronger suitability framework
• Brokerage principals looking for professional development content for their team

Key Details:

• March 10, 2026
• 1:00 PM – 2:00 PM EST
• Virtual Session – Zoom link will be sent to registrants the day before the webinar
• Free for Members | $25 for Non-Members
• Earn 0.5-1 CE Hour