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Loan Product Lowdown featuring The Loan Store
Join us for an introduction to the TLS Wealth Builder — a first-lien HELOC that combines a mortgage and checking account into one powerful product. By sweeping deposits nightly against the principal balance, borrowers can pay off a 30-year mortgage in as few as 9–10 years and save hundreds of thousands in interest.
What We’ll Cover
- How it works: the nightly sweep mechanic and daily interest savings advantage
- Ideal borrower profile: who benefits most from this strategy
- Program highlights: loan parameters, eligibility, and state availability
- Partner opportunity: how to position Wealth Builder with clients and financial advisors
Whether you’re looking to differentiate your product offerings, deepen client relationships, or open new wealth-building conversations, this session will give you the tools to get started.
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Miami FAMP presents Loan Product Lowdown, a weekly Zoom webinar designed to give mortgage professionals a clear, practical understanding of today’s loan products straight from the lenders who offer them.
Each week, a different lender joins us to break down their programs, explain real-world use cases, and answer your questions live.
What You’ll Gain
- Deeper knowledge of loan products you can actually use
- Insight into borrower scenarios and guidelines
- Direct access to lender experts
- Tools to expand your offerings and close more loans
Who Should Attend
- Loan originators
- Mortgage brokers
- Branch managers
- Anyone looking to grow their mortgage knowledge
Join us live on Zoom.
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Adam Wagner
Chief Growth Officer | The Loan Store, Inc.
Adam Wagner is the Chief Growth Officer at The Loan Store, Inc., a national wholesale lender headquartered in Tucson, Arizona. With over two decades of mortgage industry experience, Adam has built a distinguished career leading consumer direct and third-party origination channels across some of the nation’s most prominent lending institutions. His background spans senior leadership roles at Homepoint Financial, Agora Lending, Pacific Union Financial, Freedom Mortgage, Guaranteed Rate, LoanDepot, and Bank of America — where he spent seven years as a Vice President across multiple divisions, including loss mitigation and sales management. At The Loan Store, Adam leads strategic growth initiatives encompassing wholesale lending, joint ventures, homebuilder partnerships, fix-and-flip financing, and the firm’s exclusive private money fund, Old North Capital. Known for his ability to rapidly identify and align with strategic partners, Adam brings a hands-on, results-driven approach to expanding market presence and diversifying product offerings in an evolving mortgage landscape.
Ross Cowan
SVP, Specialty Products | The Loan Store, Inc.
Ross Cowan serves as Senior Vice President of Specialty Products at The Loan Store, Inc., where he leads the growth and communication of Non-QM mortgage products across the organization. Ross brings more than 20 years of professional experience in business development, sales leadership, and merger and acquisition banking within the mortgage industry. His career includes executive roles at Legacy Group Capital — a specialty construction lender focused on affordable housing — Mission Loans, LoanDepot, Cardinal Financial, Pacific Residential Mortgage, and Caliber Home Loans, among others. Earlier in his career, Ross spent 13 years as Senior Managing Director of Business Development at W.J. Bradley Company, building and expanding the retail residential mortgage channel. A proven performer with deep expertise in sourcing, risk management, and cultivating key decision-maker relationships, Ross is recognized for his consultative sales approach and his ability to deliver top-line revenue results through both independent execution and team leadership.