Ensure that you have the best processes in place to manage your shared equity homeownership program. Representatives from Champlain Housing Trust will walk you through the nuts and bolts of successfully (1) screening potential homebuyers, (2) getting homebuyers from contract to closing and (3) marketing resale restricted homes.
Course materials are based on CHT’s appraisal-based Shared Equity Program. While the vast majority of the content is universal, there might be some specific information that you will need to adapt if you don’t use an appraisal-based resale model.
Session Materials: PowerPoint Slides, Buyer Checklist, Foreclosure Rating Tool, General Letter of Intent, Inspection Resolution Agreement, Marketing Disclosure Form, Mortgage Readiness Assessment, Option Price Letter, Property Information Form for Listing Meeting, Seller Checklist for Listing Meeting, Seller Checklist, SEP Application, SEP Info Packet, SEP Purchase Checklist, SEP Financing Policy, SEP Program Financing Procedures, Special Notice for Buyers with Closing Cost Loans, TriParty P&S, Underwriting Sheet
Cost: Members – $75/ Non-Members – $100
Champlain Housing Trust HomeOwnership Center
Robert Leuchs is the Director of the Champlain Housing Trust HomeOwnership Center. He has 15 years of experience in helping Vermonters purchase affordable homes and supervises CHT’s three homeownership programs: (1) Home Education, (2) Shared Equity Homeownership and (3) the Champlain Housing Revolving Loan Fund. He graduated Magma Cum Laude from the Wharton School of Business in 1997.
Homeownership Compliance Coordinator
Champlain Housing Trust
Jaclyn Marcotte is the Senior Homeownership Compliance Coordinator for Champlain Housing Trust and has been with the organization since 2010. Her role includes coordination of marketing, income verification of prospective buyers, helping owners prepare to sell their homes, and special projects. Since 2012, Jaclyn has been the administrator of CHT’s HomeKeeper database. She customizes the database, oversees data entry, and creates reports, dashboards, and merge templates to streamline program operations. She also does HomeKeeper technical assistance for other CLTs in VT. Jaclyn has a background in real estate and data management, and firsthand knowledge of CHT’s shared equity program as a homeowner.