Below are a few useful resources. Also, please take a minute to visit and read through some of my latest articles.

Koi Marketing Group

Koi Marketing Group is a full service marketing company, dedicated to meeting the increasing demands of financial services professionals. Koi’s complete package includes everything from marketing and public relations, to creation and implementation of impactful sales tools to support and retain client relationships. Koi works with clients in building a strong communications platform and then supports it with the tools and resources to deliver results.

Lenders Who Care

Lenders Who Care is a non-profit, trade organization of mortgage lending professionals. Our members are dedicated to strengthening families and the communities they live in by providing information on affordable home ownership. We promote ethical conduct and continuing education for mortgage lenders and provide clarity and guidance to consumers seeking a mortgage loan.

The Home Asset Advisor Academy

The Home Asset Advisor Academy empowers financial services professionals to “know their clients” and to connect their home asset to their financial plan.   The Academy trains mortgage and other financial services professionals to become Home Asset Advisors.  The Home Asset Advisor’s role is to identify unmet client financial needs and their approach to risk, and then to assist the client in determination and implementation of financial strategies that appropriately utilize the home asset. The Academy has authored the Home Asset Planning Interview (HAPI) which is integrated within LoanMagic® software, the premiere loan analysis tool in the mortgage industry. Once trained the Academy provides support in identifying and implementing best practices.  Services are delivered through large-format seminars, on-site corporate training, and web-based training and support through .   

Listen to David Coster talking to Lisa on the state of our industry and how the Home Asset Advisor Academy can benefit your business today!