EEP Power Up Series - Deal Desk Thursday - November 20th

The meeting introduced Trevisa Financial as a wholesale lender focused on helping first-time homebuyers, particularly in underserved communities, through various lending products that promote homeownership as a foundation for building wealth and stability. Monique Minaya presented the Earned Equity Program (EEP), highlighting its flexible features for non-traditional financing candidates and competitive advantages compared to other lenders. The conversation ended with an announcement about the monthly masterclass webinar featuring special guests, though no questions were raised during the Q&A session.

Purpose-Driven Home Lending Initiative

Travisa introduces Trevisa Financial as a purpose-driven wholesale lender focused on helping first-time homebuyers, particularly in underserved communities, through diverse lending products. He emphasizes that homeownership is transformational, serving as a foundation for building wealth, stability, and legacy. Travisa highlights the importance of understanding different consumer profiles and income dynamics, stating that the company is committed to strengthening the bridge for homebuyers by empowering brokers and closing loans.

Understanding Trevisa's Earned Equity Program

Monique Minaya, a mortgage industry veteran with experience in various areas including government entities, presented an overview of the Earned Equity Program (EEP) offered by Trevisa Financial. She explained the program's unique features, including its flexibility for non-traditional financing candidates, such as those with ITINs, low or no credit scores, and self-employed individuals. Monique highlighted the program's competitive advantages compared to other lenders, emphasizing its lower down payment requirements, DTI ratios, and credit score thresholds. She also introduced a tiered expense ratio option for self-employed borrowers and provided details on documentation requirements and closing costs. Monique encouraged attendees to reach out with any questions, noting the dedicated support center and contact lines available for EEP inquiries.

Monthly Masterclass Webinar Introduction

Travisa introduced the monthly masterclass webinar, which features a special guest and co-host, and announced that the next date would be communicated soon. No questions were raised during the Q&A session.