About this Event
What should your clients expect when they’re ready to apply for a mortgage? And what should YOU, as their agent, know before making that introduction to a loan officer?
Join us for a conversational session with Patrick Mitchell of Movement Mortgage, one of our preferred vendors, as we break down the basics of mortgage financing from the agent’s perspective. The goal of this session is to help you feel more confident when discussing financing with your clients.
Patrick Mitchell of Movement Mortgage will help you better understand what your clients will need to provide when seeking financing, how to set appropriate expectations before connecting them with a loan officer, and the basics of the different loan programs your clients may encounter.
Topics will include:
- What buyers can expect when beginning the mortgage process
- Information and documentation clients may need to provide
- How to properly prepare clients before introducing them to a lender
- Setting expectations around the financing process
- An overview of common loan types and programs
- Common questions and misconceptions about mortgage financing
- Tips for communicating with your clients and lender throughout the transaction
- And more!
This is a conversation, not a lecture! Questions are highly encouraged, so bring the financing questions you've encountered in your business—or the ones you've always wanted to ask.
Whether you're newer to real estate or simply want a refresher on the financing side of the transaction, this is a great opportunity to build your confidence and better prepare your clients for the road ahead.
Come with questions. Leave with a better understanding of what your clients can expect.
Event venue & nearby stays
501 Centerville Rd suite 201, 501 Centerville Road, Warwick, United States
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