Money Management & Foreclosure Education
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Money Management & Foreclosure Education Presented by Milt Sharp Jr., President Mike Berryman, Vice President Susan Lugo, Customer Support Manager
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Transcript of Money Management & Foreclosure Education
Money Management&
Foreclosure Education Presented by
Milt Sharp Jr., President
Mike Berryman, Vice President
Susan Lugo, Customer Support Manager
Agenda
Money Management & Foreclosure Education Overview
Product Demonstration
Business Goals
Create cost efficiencies in the delivery of your programs and services
Build your capacity to touch more customers
Increase revenues and sustainability
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MONEY MANAGEMENTOverview
Money Management
Basic personal financial management skills, including understanding of income, money management, saving, investing, spending and credit.
The ability to make critical financial decisions.
Knowing how to manage money, use credit effectively, build wealth, and make good financial decisions.
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Money Management
Designed to be 2.5-3 hours in length
English and *Spanish (available soon)
Client registers and pays online
Start/Stop
Certificate available upon completion
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Money Management Course Content
My Financial Situation
Saving
Developing a Spending Plan
Debt Management
Financial Services
Credit/Credit Reporting/Credit Traps
Planning For The Future
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Money Management Best Practices
If a client needs to work on a budget, repair credit or increase savings to become mortgage ready, have them take Money Management
Link Money Management to ancillary productsMatched-savings programs (IDAs)Lending Financial CoachingVITA
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FORECLOSURE EDUCATIONOverview
Foreclosure Education
Designed to be 1-1.5 hours in length
English and *Spanish (available soon)
Start/Stop
Certificate available upon completion
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Foreclosure Education Course Content
What is Foreclosure
What is the Foreclosure Process
Foreclosure Scams
What happens after Foreclosure
Next Steps
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Foreclosure Education Best Practices
Use Foreclosure Education with foreclosure customers Avoids counselors having to spend time informing
customers of the foreclosure process
Include forms that can be downloaded at the
completion of the online education.
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How do I register to offer Money Management?
Money Management is now available to all Agency Partners at no set up or registration fee.
Base price is $30.00
You may charge more
$15.00 admin fee per customer
Foreclosure Education is available to your organization at an annual subscription fee of $200.00
How do I register to offerForeclosure Education?
Foreclosure Education is available to your organization at an annual subscription fee of $200.00
Currently at no cost to consumer and no admin fee.
Next Steps
If your organization would like to offer Money Management Foreclosure Education Complete registration form and send it to
If your organization would like to offer Foreclosure Education Complete registration form and return with $200
registration fee to address on registration form
Money ManagementForeclosure Education DemoMike Berryman, Vice President of Product Development eHome Network
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