Are you prepared to serve one of the fastest-growing homeowner demographics in lending?

Each day, more than 13,000 Americans turn age 62, creating new demand for retirement income, housing stability, and responsible home-equity solutions to be at the forefront of aging in place. Today’s Home Equity Conversion Mortgage (HECM) has evolved into a practical retirement planning tool component for many older homeowners—yet many originators lack the product knowledge, support, or lending partner resources to serve this market confidently until now!

Our session introduces the basics of reverse mortgages, explains where they fit within today’s lending landscape, and outlines how working with the right wholesale partner can provide education and marketing, operational support, and multiple origination pathways—without disrupting your existing business model.

Melrose

Finding Opportunity in Reverse

Are you prepared to serve one of the fastest-growing homeowner demographics in lending?

Each day, more than 13,000 Americans turn age 62, creating new demand for retirement income, housing stability, and responsible home-equity solutions to be at the forefront of aging in place. Today’s Home Equity Conversion Mortgage (HECM) has evolved into a practical retirement planning tool component for many older homeowners—yet many originators lack the product knowledge, support, or lending partner resources to serve this market confidently until now!

Our session introduces the basics of reverse mortgages, explains where they fit within today’s lending landscape, and outlines how working with the right wholesale partner can provide education and marketing, operational support, and multiple origination pathways—without disrupting your existing business model.

Residential investment activity is booming, and offering the right financing solutions can be a game-changer for brokers looking to grow revenue and win more deals. In this session, you’ll learn how leading residential brokers leverage fix-and-flip loans, new construction financing and DSCR programs to help investor clients tackle ambitious projects and close faster.

In this session, you will:

  • Discover why residential investment loans are giving brokers a competitive edge
  • Explore real-world case studies that highlight measurable results
  • Deepen your knowledge of fix-and-flip and DSCR programs to expand your offerings
  • Learn actionable tactics to grow profits and client retention

Walk away with proven strategies to increase profitability, strengthen client trust, and position yourself as the go-to expert in this high-demand niche.

Melrose

Residential Investment Loans Unlocked: Proven Strategies to Boost Earnings & Build Client Loyalty

Residential investment activity is booming, and offering the right financing solutions can be a game-changer for brokers looking to grow revenue and win more deals. In this session, you’ll learn how leading residential brokers leverage fix-and-flip loans, new construction financing and DSCR programs to help investor clients tackle ambitious projects and close faster.

In this session, you will:

  • Discover why residential investment loans are giving brokers a competitive edge
  • Explore real-world case studies that highlight measurable results
  • Deepen your knowledge of fix-and-flip and DSCR programs to expand your offerings
  • Learn actionable tactics to grow profits and client retention

Walk away with proven strategies to increase profitability, strengthen client trust, and position yourself as the go-to expert in this high-demand niche.

This session explores how real estate investors can build smarter and exit stronger by pairing ground-up construction with a clearly defined DSCR take-out strategy. We’ll break down today’s construction landscape, why build-to-rent and investor-driven new construction continue to perform, and how planning your permanent financing upfront reduces risk, costs, and delays. Attendees will learn how construction-to-DSCR strategies create a predictable path from build to long-term cash flow, eliminate refinancing friction, and support scalable portfolio growth—especially in today’s evolving rental market.

Celebrity 5

Build Smarter, Exit Stronger: Ground-Up Construction

This session explores how real estate investors can build smarter and exit stronger by pairing ground-up construction with a clearly defined DSCR take-out strategy. We’ll break down today’s construction landscape, why build-to-rent and investor-driven new construction continue to perform, and how planning your permanent financing upfront reduces risk, costs, and delays. Attendees will learn how construction-to-DSCR strategies create a predictable path from build to long-term cash flow, eliminate refinancing friction, and support scalable portfolio growth—especially in today’s evolving rental market.

Support

Frequently asked questions

Everything you need to know about the product and billing.
Is there a free trial available?
Yes, you can try us for free for 30 days. Our friendly team will work with you to get you up and running as soon as possible.
Can I change my plan later?
Of course. Our pricing scales with your company. Chat to our friendly team to find a solution that works for you.
What is your cancellation policy?
We understand that things change. You can cancel your plan at any time and we’ll refund you the difference already paid.
Can other info be added to an invoice?
At the moment, the only way to add additional information to invoices is to add the information to the workspace's name.
How does billing work?
Plans are per workspace, not per account. You can upgrade one workspace, and still have any number of free workspaces.
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