Dexterity CE
Educating You About the Mortgage Industry
Educating You About the Mortgage Industry
Dexterity CE is a continuing education provider designed to deliver designated programs to real estate agents, insurance agents, and certified financial planners to further educate them in subjects related to the mortgage industry and other financial products. We offer the highest caliber education in a live, classroom setting and webinars throughout the country.
Our CE courses are instructed by experienced educators who have been in the trenches of originating mortgages for decades and are delivered in partnership with schools, associations, firms, and brokerage offices.
We don’t only convey facts of mortgages – we provide practical application to the information we deliver. This allows the students to better serve their clients resulting in business development and satisfied clients. Our instructional design and research experience provide us the ability to customize our content and branding of materials to help satisfy the business objectives of our partners.
Longer life spans mean that many of your clients will need to tap into their home equity at some point during their senior years. Today’s reverse mortgage is one of the most powerful options they can have when developing an overall and comprehensive retirement plan. Financial Planners will benefit from taking this class by learning to separate myths from reality, how tax-free funds can be used, and strategies to protect the longevity of the portfolio. Upon completion of this course, they will be able to educate their senior clients about a mortgage product that allows them to retain more of their retirement savings without the requirement of making a monthly principal and interest payment.
This course is approved for one and two hours of continuing education credit in all 50 states for Certified Financial Planners for live classroom or webinar offerings. Certified Financial Planner Board of Standards, INC. Program ID 245748 and 245749.
H4P - A Realtor’s Guide to Utilizing the HECM for Purchase course explains how to utilize FHA’s Home Equity Conversion Mortgage, or Reverse Mortgage to purchase a home. This program allows seniors, age 62 or older, to purchase a new principal residence using loan proceeds from the reverse mortgage resulting in no principal or interest payments for as long as the last borrower remains in the home. Real Estate Professionals will benefit from taking this class by; understanding the availability of a product that has been created for clients 62 and older, increased client referrals, increased business, and by understanding how this product can increase the average sales price of homes sold. Most importantly, real estate professionals will have the comfort and self-satisfaction of knowing they have helped their senior clients improve their lifestyle greater than they dreamed possible. (That is a hint to one factor that will increase referrals).
This course is approved for three hours of continuing education credit for Real Estate Professionals for live classroom offerings. State Sponsors: California DRE #6102, Colorado, Florida #0005681, Georgia #8024, Hawaii #1832, Indiana #CE21800042, Iowa #266, Kansas #ED0109, Mississippi, Missouri #50700, Montana, Nebraska #20181458, Nevada, New Mexico #000314RES, Oklahoma #178682, Oregon, South Carolina #1003, South Dakota, Tennessee #1685, Texas #9986, Utah #CEP5928538, Virginia #0211001245, Wyoming #186.
This course is also approved for one hour of continuing education credit for Real Estate Professionals for live classroom offerings in Colorado, Oklahoma, and Texas.
Attention California Real Estate Professionals: Click Here for the course General Information Page.
This course addresses the fundamental role of real estate agents in the mortgage lending process. With so many changes affecting the ability of potential homebuyers to obtain loans, it is imperative for real estate agents to understand the complexities of today's market. The course discusses how to qualify buyers, as well as the pitfalls to avoid in that process. The qualified mortgage (QM) and ability to repay (ATR) rules are also covered, with an in-depth look at how they affect real estate transactions, real estate agents, and clients.
This course is approved for three hours of continuing education credit for Real Estate Professionals for live classroom offerings. State Sponsors: Colorado, Florida #0005681, Georgia #8024, Hawaii #1832, Indiana #CE21800042, Iowa #266, Kansas #ED0109, Mississippi, Missouri #50700, Montana, Nebraska #20181458, Nevada, Oklahoma #178682, Oregon, South Carolina #1003, South Dakota, Tennessee #1685, Texas #9986, Utah #CEP5928538, Virginia #0211001245, Wyoming #186.
This course is also approved for one hour of continuing education credit for Real Estate Professionals for live classroom offerings in Colorado, Oklahoma, Tennessee, and Texas.
This course is designed to improve real estate licensees' knowledge of green energy, green housing, green lending, and the types of green certification available for buildings, systems, and licensees so that licensees may better serve clients who are interested in green living or building. The housing market is becoming increasingly greener, due in part to regulatory demand, and in part to consumer demand. Licensees completing this course will be able to identify the techniques used in green building, the benefits of green building for energy efficiency, resource conservation, and marketability; the types of green certification available and how they apply to systems, housing and licensees; and how to appropriately refer green contractors and other vendors. This course serves as a must-have guide for gaining an overall perspective of the green housing movement, and how licensees may best serve clients interested in green real estate.
This course is approved for three hours of continuing education credit for Real Estate Professionals for live classroom offerings. State Sponsors: Colorado, Florida #0005681, Georgia #8024, Hawaii #1832, Iowa #266, Kansas #ED0109, Mississippi, Missouri #50700, Montana, Nebraska #20181458, Nevada, Oregon, South Carolina #1003, South Dakota, Tennessee #1685, Texas #9986, Utah #CEP5928538, Virginia #0211001245, Wyoming #186.
Annemarie is a certified CE Instructor for Dexterity CE and a Mortgage Loan Originator with Open Mortgage.
Greg is a certified CE Instructor for Dexterity CE and a Mortgage Loan Originator with Open Mortgage.
Carlos Camargo is a National Speaker, Award-winning Reverse Mortgage Specialist & Branch Manager for Open Mortgage, LLC. as well as a Certified Instructor for Dexterity CE. Carlos obtained his Bachelor of Science Degree in Business Administration with majors in Finance, Real Estate & Insurance from California State University, Northridge. Prior to obtaining his degree, Carlos served in the U.S. Air Force as a Law Enforcement Police Officer. He was awarded the Air Force Commendation Medal for Meritorious Service prior to being Honorably Discharged as a Non-Commission Officer. His professional sales experience includes working domestically and internationally for Fortune 500 companies in the Banking, Real Estate, Mortgage Lending (Traditional and Reverse loans), and Software and Technology industries. Carlos continued his emphasis on studying Real Estate and was awarded the California Dept. of Real Estate Salesperson License in 2003 and the Calif. Dept. of Real Estate Broker License in 2007.
For over 19 years, Carlos has served customers in Southern California with primary emphasis on Ventura, Los Angeles, & Santa Barbara Counties and for the past 15 years he has specialized in educating older homeowners, their families, advocates, and trusted advisors about the Pros & Cons and Strategic uses of Reverse Mortgages for Retirement Planning. Carlos started his Reverse Mortgage career in 2007 with Wells Fargo and has been a sought-after speaker for National Conferences including the National Reverse Mortgage Lenders Association. Locally he has been a Speaker for the Camarillo Healthcare District, Cabrillo Economic Development Corp., and the Ventura County Coastal Association of Realtors. Carlos believes it is his mission to educate and inform as many seniors as possible, their advocates, and trusted advisors about today’s reverse mortgage programs with the goal of helping people understand the power and value of Home Equity and how it can enhance Retirement Success Rates in Ventura, Los Angeles, and Santa Barbara Counties. Carlos has been married to his wife, Tracy, for 24 years. They have been Foster Parents here in Ventura County for 9 years and were able to Adopt 3 of their 4 girls.
Maureen Schwartz is a Certified CE Instructor for Dexterity CE and a Reverse Mortgage Specialist with Open Mortgage. Over the past 15 years, as a reverse mortgage professional, she has been educating and assisting homeowners, Realtors, financial planners, attorneys, and many others on reverse mortgage loans and how to best structure them to fit each individual’s specific scenario. She is available for complimentary one-on-one consultations with homeowners and educational meetings on reverse mortgages for professionals. Additionally, she teaches a popular class “Understanding Reverse Mortgages” at her local colleges. You can reach her directly at (707) 843-9166. Her office is in Santa Rosa, California, in beautiful Sonoma County wine country. Primarily she serves the Greater San Francisco Bay Area including the counties of Sonoma, Napa, Marin, San Francisco, Santa Clara, San Mateo, and the East Bay. However, her State of California NMLS License, # 582977, allows her to do reverse mortgages throughout the state.
Zeb is the Senior Director of Learning and Development at Dexterity CE and Open Mortgage. He is a tenured Instructor of English at LSCPA. During his time there he built all of the online courses currently used in distance education, as well as built, mapped, and developed the curriculum for in-class lectures. He has researched and developed all origination, compliance, and training courses. He has taught online, in class, in federal prisons, and in hybrid platforms.
Zeb is the Senior Director of Learning and Development at Dexterity CE and Open Mortgage. He is a tenured Instructor of English at LSCPA. During his time there he built all of the online courses currently used in distance education, as well as built, mapped, and developed the curriculum for in-class lectures. He has researched and developed all origination, compliance, and training courses. He has taught online, in class, in federal prisons, and in hybrid platforms.
Zeb is the Senior Director of Learning and Development at Dexterity CE and Open Mortgage. He is a tenured Instructor of English at LSCPA. During his time there he built all of the online courses currently used in distance education, as well as built, mapped, and developed the curriculum for in-class lectures. He has researched and developed all origination, compliance, and training courses. He has taught online, in class, in federal prisons, and in hybrid platforms.
Zeb is the Senior Director of Learning and Development at Dexterity CE and Open Mortgage. He is a tenured Instructor of English at LSCPA. During his time there he built all of the online courses currently used in distance education, as well as built, mapped, and developed the curriculum for in-class lectures. He has researched and developed all origination, compliance, and training courses. He has taught online, in class, in federal prisons, and in hybrid platforms.
Dave is a certified CE Instructor for Dexterity CE and a Branch Manager with Open Mortgage. Better is possible. It's our core belief, and it's also our benchmark. We strive to bring you a better mortgage experience for all your life's big moments. We're committed to providing you with unparalleled support, transparent communication, and a partnership built on trust.
Sue is a certified CE Instructor for Dexterity CE and a Mortgage Loan Originator with MTG Family Mortgage. She has been in mortgage lending for 26+ years, specializing in Reverse Mortgages for the last 13+ years. She is a proud WSU alum and is focused on educating and helping seniors with their loan financing options. She believes customers should make an informed choice regarding their mortgage loan, one they will be happy with long-term. Previously, Sue held a position that included training others in originating the HECM loan product.
Michael Gonzales is a certified instructor for Dexterity CE and a mortgage loan originator NMLS# 221988. He has been in the industry for over 19 years and was one of the first in Kansas to offer continuing education courses to industry professionals on Home Equity Conversion Mortgages (HECMs). He feels the loan program can significantly help seniors' financial situation, quality of life, and retirement plans.
Sean is a certified CE Instructor for Dexterity CE and a Mortgage Loan Originator with Open Mortgage.
Robert Bearce is a Certified CE Instructor for Dexterity CE and a Mortgage Loan Originator with Open Mortgage. For the past 22 years, he has been providing home lending options for purchasing and refinancing your dream home or investment property, with you from start to finish! Robert is licensed in Missouri, Kansas, Iowa, Florida, and Louisana. He is from Parkville, Missouri, and is married with three children. He has a passion for family, music, songwriting, and helping people achieve their dreams!
Zeb is the Senior Director of Learning and Development at Dexterity CE and Open Mortgage. He is a tenured Instructor of English at LSCPA. During his time there he built all of the online courses currently used in distance education, as well as built, mapped, and developed the curriculum for in-class lectures. He has researched and developed all origination, compliance, and training courses. He has taught online, in class, in federal prisons, and in hybrid platforms.
Zeb is the Senior Director of Learning and Development at Dexterity CE and Open Mortgage. He is a tenured Instructor of English at LSCPA. During his time there he built all of the online courses currently used in distance education, as well as built, mapped, and developed the curriculum for in-class lectures. He has researched and developed all origination, compliance, and training courses. He has taught online, in class, in federal prisons, and in hybrid platforms.
Zeb is the Senior Director of Learning and Development at Dexterity CE and Open Mortgage. He is a tenured Instructor of English at LSCPA. During his time there he built all of the online courses currently used in distance education, as well as built, mapped, and developed the curriculum for in-class lectures. He has researched and developed all origination, compliance, and training courses. He has taught online, in class, in federal prisons, and in hybrid platforms.
Marie is a certified CE instructor for Dexterity CE and a Mortgage Loan Originator with Open Mortgage. Marie has earned the distinguished designation as a Certified Mortgage Planning Specialist (CMPS®) who specializes in traditional and reverse mortgages. She obtained her Business Administration - Finance degree from Oklahoma State University in 2008. She married her high school sweetheart 20 years ago and is a proud mother of 4 amazing children. Marie believes that every situation is unique and she is passionate about helping her clients choose the best mortgage options available to them.
Zeb is the Senior Director of Learning and Development at Dexterity CE and Open Mortgage. He is a tenured Instructor of English at LSCPA. During his time there he built all of the online courses currently used in distance education, as well as built, mapped, and developed the curriculum for in-class lectures. He has researched and developed all origination, compliance, and training courses. He has taught online, in class, in federal prisons, and in hybrid platforms.
Zeb is the Senior Director of Learning and Development at Dexterity CE and Open Mortgage. He is a tenured Instructor of English at LSCPA. During his time there he built all of the online courses currently used in distance education, as well as built, mapped, and developed the curriculum for in-class lectures. He has researched and developed all origination, compliance, and training courses. He has taught online, in class, in federal prisons, and in hybrid platforms.
Zeb is the Senior Director of Learning and Development at Dexterity CE and Open Mortgage. He is a tenured Instructor of English at LSCPA. During his time there he built all of the online courses currently used in distance education, as well as built, mapped, and developed the curriculum for in-class lectures. He has researched and developed all origination, compliance, and training courses. He has taught online, in class, in federal prisons, and in hybrid platforms.
Dave is a certified CE Instructor for Dexterity CE and a Branch Manager with Open Mortgage. Better is possible. It's our core belief, and it's also our benchmark. We strive to bring you a better mortgage experience for all your life's big moments. We're committed to providing you with unparalleled support, transparent communication, and a partnership built on trust.
Zeb is the Senior Director of Learning and Development at Dexterity CE and Open Mortgage. He is a tenured Instructor of English at LSCPA. During his time there he built all of the online courses currently used in distance education, as well as built, mapped, and developed the curriculum for in-class lectures. He has researched and developed all origination, compliance, and training courses. He has taught online, in class, in federal prisons, and in hybrid platforms.
Larry is a certified CE Instructor for Dexterity CE and a Mortgage Loan Originator for Open Mortgage. Focused on educating real estate agents about the mortgage side of a transaction, he is a Certified Veteran Mortgage Advisor and host of a live stream Q&A with 1,000s real estate agent subscribers that has been running weekly for over 2 years. His ultimate goal is to empower every single real estate agent with enough practical mortgage knowledge they need to convert more clients and win more contracts without the need to ask a loan officer for help.
Sandy is a certified CE Instructor for Dexterity CE and a Mortgage Loan Originator with Open Mortgage. For the past 16 years, she has concentrated exclusively on reverse mortgages, assisting seniors with products that work best for them and their retirement needs.
She believes education is the key to the HECM loan process. Her goal is for everyone to know the facts regarding the reverse mortgage. How it affects the senior, the heirs, attorneys, financial advisors, and anyone involved in the decision-making process.
Zeb is the Senior Director of Learning and Development at Dexterity CE and Open Mortgage. He is a tenured Instructor of English at LSCPA. During his time there he built all of the online courses currently used in distance education, as well as built, mapped, and developed the curriculum for in-class lectures. He has researched and developed all origination, compliance, and training courses. He has taught online, in class, in federal prisons, and in hybrid platforms.
Zeb is the Senior Director of Learning and Development at Dexterity CE and Open Mortgage. He is a tenured Instructor of English at LSCPA. During his time there he built all of the online courses currently used in distance education, as well as built, mapped, and developed the curriculum for in-class lectures. He has researched and developed all origination, compliance, and training courses. He has taught online, in class, in federal prisons, and in hybrid platforms.
Dave is a certified CE Instructor for Dexterity CE and a Branch Manager with Open Mortgage. Better is possible. It's our core belief, and it's also our benchmark. We strive to bring you a better mortgage experience for all your life's big moments. We're committed to providing you with unparalleled support, transparent communication, and a partnership built on trust.
“Extremely interesting and very pertinent to the Real Estate business and the market today. Thank you…just great! Also good information for personal knowledge and to pass on to others.”
“Rachel Edwards was a great instructor. She made us aware of opportunities available for our seniors. She was informative and answered questions directly. The course content was clear and well-delivered.”
“I wish I knew the information about the reverse mortgage purchase earlier. The presentation was exceptional!”
“Rachel Edwards was very informative and knowledgeable about the HECM for Purchase. We loved the class! She exceeded our expectations.”
“Thank you, Sandy, so much! Your information about the reverse mortgage is so helpful and useful! Hope to work with you!”
“Sandy Sasser was absolutely amazing! She is extremely knowledgeable about reverse mortgages and has a passion for them. She communicated clearly and effectively. The charts in the presentation were very helpful.”
“I was not really on board with reverse mortgages until I attended the CE course “H4P- A Realtor’s Guide to Utilizing the HECM for Purchase” with Marie Greenly. I would recommend this course to anyone unfamiliar with a reverse mortgage.”
“Amazing information that will truly change clients’ lives and futures!”
“Marie was great, she had great knowledge about the HECM for Purchase and was an AMAZING presenter. She was well-organized and prepared.”
“Fun, creative, informative, and lively presenter who knows her stuff! Marie demonstrated effective communication skills.”
“Marie obviously knows all about reverse mortgages and she is excited about teaching it, EXCEPTIONAL!”
“The HECM for Purchase was a great class made even better by Marie Greenly, the facilitator.”
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