◆What you will learn
Agents do not make loans, but financing affects every purchase. This course explains how lenders look at buyers and properties, the main types of loan programs, and the steps from application to closing, so you can ask better questions and notice problems early.
It is clear about your role throughout: the lender decides the loan, and you manage the deadlines and the risk to the transaction.
◆Who it is for
Agents who work with buyers, especially newer agents, and anyone who wants fewer financing surprises before closing.
◆The lessons
- Know your role. What the agent does and what the lender does.
- Financing begins before home shopping. Why the financing conversation belongs in the first meeting.
- Choosing and working with lending partners. Matching the buyer to the right lender.
- Understanding loan programs without recommending them. The main program types and what they mean for an offer.
- Credit, assets, income and buyer readiness. What lenders look at, and why every financial step goes to the lender first.
- Property eligibility and financing risk. When the property itself can affect the loan.
- The mortgage process from application to closing. The main steps and your part in each.
- Financing problems and how to prevent them. Early questions, written records and acting early.
- Financing contingencies and deadlines. Tracking and explaining every financing date.
◆What is included
9 lessons, each with short questions and written exercises, and 9 practice scenarios you can send in for feedback.
Created and taught by Charlotte Trux, who teaches this workshop in person.
$49 · bought once, yours to keep.
Attended this workshop in person? Use your class code on My learning after you sign in.