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Educational Modules

1
Building Wealth Around Real Estate
MODULE 
1
/12
Building Wealth Around Real Estate
2
Non-Traditional Homebuyer
MODULE 
2
/12
Non-Traditional Homebuyer
3
Rent vs. Buy
MODULE 
3
/12
Rent vs. Buy
4
Preparing For A Mortgage
MODULE 
4
/12
Preparing For A Mortgage
5
Veteran
MODULE 
5
/12
Veteran
6
Your Mortgage Team
MODULE 
6
/12
Your Mortgage Team
7
Home Seller
MODULE 
7
/12
Home Seller
8
Financial Planner
MODULE 
8
/12
Financial Planner
9
CPA
MODULE 
9
/12
CPA
10
Realtor
MODULE 
10
/12
Realtor
11
Estate Planning Attorney
MODULE 
11
/12
Estate Planning Attorney
12
Professional
MODULE 
12
/12
Professional
1
Module 
1
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Building Wealth Around Real Estate
Building Wealth Around Real Estate
Open module
2
Module 
2
/12
Non-Traditional Homebuyer
Non-Traditional Homebuyer
Open module
3
Module 
3
/12
Rent vs. Buy
Rent vs. Buy
Open module
4
Module 
4
/12
Preparing For A Mortgage
Preparing For A Mortgage
Open module
5
Module 
5
/12
Veteran
Veteran
Open module
6
Module 
6
/12
Your Mortgage Team
Your Mortgage Team
Open module
7
Module 
7
/12
Home Seller
Home Seller
Open module
8
Module 
8
/12
Financial Planner
Financial Planner
Open module
9
Module 
9
/12
CPA
CPA
Open module
10
Module 
10
/12
Realtor
Realtor
Open module
11
Module 
11
/12
Estate Planning Attorney
Estate Planning Attorney
Open module
12
Module 
12
/12
Professional
Professional
Open module
1
Building Wealth Around Real Estate
MODULE 
1
/12
Building Wealth Around Real Estate
2
Non-Traditional Homebuyer
MODULE 
2
/12
Non-Traditional Homebuyer
3
Rent vs. Buy
MODULE 
3
/12
Rent vs. Buy
4
Preparing For A Mortgage
MODULE 
4
/12
Preparing For A Mortgage
5
Veteran
MODULE 
5
/12
Veteran
6
Your Mortgage Team
MODULE 
6
/12
Your Mortgage Team
7
Home Seller
MODULE 
7
/12
Home Seller
8
Financial Planner
MODULE 
8
/12
Financial Planner
9
CPA
MODULE 
9
/12
CPA
10
Realtor
MODULE 
10
/12
Realtor
11
Estate Planning Attorney
MODULE 
11
/12
Estate Planning Attorney
12
Professional
MODULE 
12
/12
Professional
lbaca@genevafi.com
Get your FREE mortgage payment estimate*
Start
*The mortgage payment quiz is for estimation purposes only. Qualification, rates and payments will vary based on timing and individual circumstances.
This is not a commitment to lend.
Privacy and Security Guaranteed
Question 
1
 / 10
Where are you located?
CONTINUE
What type of home are you purchasing?
Estimate your credit score.
CONTINUE
What is the purchase price of the new property?
$80k$2M+
CONTINUE
What is your estimated down payment?
0%50%+
CONTINUE
Where are you at in the property search?
Are you working with a realtor?
What is your full name?
CONTINUE
What is your email address?
CONTINUE
What is your phone number?
Prev
0
 %
Your information won’t be sold
Thanks for your
information request!
Need more help of your homeownership journey? Schedule an appointment today. Or contact directly:
Louis Baca
Producing Branch Manager NMLS #196378
Schedule a consultation
Your information won’t be sold
lbaca@genevafi.com
See if you're paying too much for your mortgage!
Start
*The refinance quiz is for estimation purposes only. Qualification, rates and payments will vary based on timing and individual circumstances.
This is not a commitment to lend.
Privacy and Security Guaranteed
Question 
1
 / 16
Where are you located?
CONTINUE
What type of home do you own?
Estimate your credit score.
CONTINUE
Please estimate the value of your property.
$80k$2M+
CONTINUE
What is the remaining 1st mortgage balance?
$0$300k+
CONTINUE
What is your 1st mortgage interest rate?
0%10%
CONTINUE
What kind of rate do you have?
What kind of rate would you prefer?
How will this property be used?
Do you have a 2nd mortage?
Would you like to borrow additional cash?
What is your average monthly income?
$0$50k+
CONTINUE
What are your average monthly expenses?
$0$50k+
CONTINUE
What is your full name?
CONTINUE
What is your email address?
CONTINUE
What is your phone number?
Prev
0
 %
Your information won’t be sold
Thanks for your
information request!
Need more help of your homeownership journey? Schedule an appointment today. Or contact directly:
Louis Baca
Producing Branch Manager NMLS #196378
Schedule a consultation
Your information won’t be sold
lbaca@genevafi.com
Isn't it time you made your HOME EQUITY work for you?
Start
*Geneva Financial is not affiliated with any government agencies. These materials are not from HUD or FHA and were not approved by HUD or a government agency. Reverse mortgage borrowers are required to obtain an eligibility certificate by receiving counseling sessions with a HUD-approved agency. The youngest borrower must be at least 62 years old. Monthly reverse mortgage advances may affect eligibility for some other programs. This is not an offer to enter into an agreement. Not all customers will qualify. Information, rates and programs are subject to change without notice. All products are subject to credit and property approval. Other restrictions and limitations may apply.
Privacy and Security Guaranteed
Question 
1
 / 10
Where are you located?
CONTINUE
Age of borrower
CONTINUE
What is your current property value?
$80k$2M+
CONTINUE
What is the balance of your mortgage?
$80k$2M+
CONTINUE
What type of home do you own?
Reason for Reverse Mortgage Loan?
CONTINUE
Estimate your credit score.
CONTINUE
What is your full name?
CONTINUE
What is your email address?
CONTINUE
What is your phone number?
Prev
0
 %
Your information won’t be sold
Thanks for your
information request!
Need more help of your homeownership journey? Schedule an appointment today. Or contact directly:
Louis Baca
Producing Branch Manager NMLS #196378
Schedule a consultation
Your information won’t be sold
lbaca@genevafi.com
Stop paying your landlord.
Start building equity.
Start
The Rent v's Buy quiz is for estimation purposes only. Qualification, rates and payments will vary based on timing and individual circumstances.
This is not a commitment to lend.
Privacy and Security Guaranteed
Question 
1
 / 10
What is your monthly rent payment?
CONTINUE
What's your monthly rental insurance?
CONTINUE
What's the price of the home you are considering?
CONTINUE
How much down payment can you afford?
0%50%+
CONTINUE
How long would you want your mortgage to be?
CONTINUE
What is your annual income?
CONTINUE
Are you a Veteran or spouse of a Veteran?
What is your full name?
CONTINUE
What is your email address?
CONTINUE
What is your phone number?
Prev
0
 %
Your information won’t be sold
Thanks for your
information request!
Need more help of your homeownership journey? Schedule an appointment today. Or contact directly:
Louis Baca
Producing Branch Manager NMLS #196378
Schedule a consultation
Your information won’t be sold
lbaca@genevafi.com
Your dream home renovation is only 2 minutes away
Start
*The mortgage payment quiz is for estimation purposes only. Qualification, rates and payments will vary based on timing and individual circumstances. This is not a commitment to lend.
Privacy and Security Guaranteed
Question 
1
 / 11
Where are you located?
CONTINUE
What are you renovating?
CONTINUE
How soon do you want to renovate?
What type of home are you renovating?
What type of loan do you want?
How much do you need to borrow for your project?
$80k$2M+
CONTINUE
How long do you need to pay off your loan (in years)?
1 year12 years
CONTINUE
Estimate your credit score.
CONTINUE
What is your full name?
CONTINUE
What is your email address?
CONTINUE
What is your phone number?
Prev
0
 %
Your information won’t be sold
Thanks for your
information request!
Need more help of your homeownership journey? Schedule an appointment today. Or contact directly:
Louis Baca
Producing Branch Manager NMLS #196378
Schedule a consultation
Your information won’t be sold
lbaca@genevafi.com
Let’s Calculate Your VA Loan Savings Today!
Start
*A down payment is required if the borrower does not have full VA entitlement or when the loan amount exceeds the VA county limits. VA loans subject to individual VA Entitlement amounts and eligibility, qualifying factors such as income and credit guidelines, and property limits. Geneva Financial is not affiliated with any government agencies. These materials are not from VA, HUD or FHA, and were not approved by VA, HUD or FHA, or any other government agency.
Privacy and Security Guaranteed
Question 
1
 / 10
What is your branch of service?
CONTINUE
Are you currently serving?
What type of home are you renovating?
Where are you located?
CONTINUE
What type of home are you purchasing?
What is the purchase price of the new property?
$80k$2M+
CONTINUE
Where are you at in the property search?
What is your full name?
CONTINUE
What is your email address?
CONTINUE
What is your phone number?
Prev
0
 %
Your information won’t be sold
Thanks for your
information request!
Need more help of your homeownership journey? Schedule an appointment today. Or contact directly:
Louis Baca
Producing Branch Manager NMLS #196378
Schedule a consultation
Your information won’t be sold
1 Geneva Louis Baca lbaca@genevafi.com