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

3

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.

5

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

6

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

7

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

8

FORECLOSURE EDUCATIONOverview

Foreclosure Education

Designed to be 1-1.5 hours in length

English and *Spanish (available soon)

Start/Stop

Certificate available upon completion

10

Foreclosure Education Course Content

What is Foreclosure

What is the Foreclosure Process

Foreclosure Scams

What happens after Foreclosure

Next Steps

11

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.

12

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

[email protected]

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

Please use chat or question box feature

If you have additional questions, please contact us at [email protected]