Mortgages aren’t your job (leave that to me 😉), but being mortgage-savvy makes you faster, sharper, and easier to refer in a competitive market. Join me for a caffeinated, high-value refresher built for brand-new agents and seasoned pros who want the latest updates.
What we’ll cover:
For New Agents (zero-stress basics):
- Pre-approval to clear-to-close: who does what, when
- Loan types 101 (Conventional, FHA, VA, USDA) + when each shines
- Appraisals, inspections, credits & timelines—what actually matters
- Do/Don’t list for buyers (and how to avoid last-minute snags)
For Veteran Agents (what’s new + what’s changed):
- 2025 guideline tweaks & common underwriting hot topics
- Buydowns, seller credits & strategy talk tracks that win offers
- Income quirks (OT, bonus, self-employed, gig) and how to set expectations
- PMI, recasts, HELOCs options—smart ways to structure
Bring a real-world scenario! I’ll workshop with anyone who has questions.
As always, there will be fresh coffee and pastries from Voyageurs Bakehouse ☕️🥐
Can’t make it? Please share with the new agents on your team—I’d love to be a resource for them, too.
Also check out other Workshops in Green Bay.
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