About this Event
You’ve had a transaction fall apart during the final week before closing.
You’ve chased a lender for an update and received little—or no—communication.
You’ve had a buyer’s financing situation surprise you at the worst possible moment.
This educational class pulls back the curtain on what is actually happening on the lending side of your transaction. You’ll learn how to identify red flags earlier, set better expectations with your clients, ask more effective questions, and understand exactly when—and why—you should pick up the phone.
We’ll walk through the mortgage process from pre-approval through closing and explain what lenders, processors, underwriters, and other parties are evaluating throughout the transaction.
You’ll leave with a clearer understanding of how to read a pre-approval like a lender, what really happens during underwriting, what can delay a closing, and how Realtors can help keep transactions moving forward.
Bring your toughest recent deal and your biggest mortgage questions for an open Q&A at the end of the class.
What You’ll Learn
1. Pre-Approval Does Not Mean Approved
Understand what has—and has not—been verified during the pre-approval process. Learn the questions you should ask before writing an offer based on a buyer’s financing.
2. Inside the Underwriting Black Box
Learn what underwriters are evaluating, why additional conditions are requested, and how to prepare clients so they are not caught off guard.
3. Appraisal and Timeline Landmines
Discover the common issues that can delay or derail a closing, including appraisal complications, documentation delays, title concerns, insurance requirements, and changing borrower circumstances.
4. The Silent Period
Understand why lender communication sometimes slows down during the middle of a transaction—and what level of communication Realtors and clients should reasonably expect.
5. The Final 72 Hours
Learn what happens during the final stretch before closing, including final verification, clear-to-close requirements, closing disclosures, employment checks, funding, and last-minute borrower mistakes that can jeopardize the transaction.
6. Live Q&A
Bring your toughest recent transaction, financing scenario, or closing challenge. We’ll discuss what may have happened behind the scenes and how similar issues can be handled in the future.
Who Should Attend?
This class is designed for:
- Real estate agents and brokers
- New Realtors looking to better understand mortgage financing
- Experienced agents who want fewer closing surprises
- Buyer’s agents who want to strengthen their offers
- Listing agents evaluating financed offers
- Real estate professionals seeking a more reliable lending partner
Why Attend?
You’ll leave with practical knowledge that can help you:
- Identify financing concerns earlier
- Evaluate pre-approval letters more confidently
- Ask lenders better questions
- Set realistic expectations with buyers and sellers
- Reduce last-minute closing surprises
- Improve communication throughout the transaction
- Protect your reputation and your client relationships
- Create smoother, faster closings
Event venue & nearby stays
189 S Orange Ave suite 1530a, 189 South Orange Avenue, Orlando, United States
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