Needs-Based Lending Advisory
Assessing client financial situations holistically to recommend appropriate lending products rather than pushing high-commission options.
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Why It Matters
AI pre-qualification tools commoditize basic lending, but advisors who build trust through needs-based analysis retain clients who value guidance over algorithmic recommendations.
How to Get Started
Earn the Certified Mortgage Advisor (CMA) designation or NMLS certification, then develop a needs-assessment framework that evaluates client goals beyond just rate shopping.
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