Mortgage Fundamentals for Real Estate Agents
About this Event
Event Description
Most agents know how to write a contract. Not every agent knows what's happening inside the loan.
When financing feels like a black box — documents are requested, files disappear into underwriting, and then suddenly it's clear to close — it's hard to manage client expectations, spot risk early, or have a confident conversation with a lender.
This free 3-hour workshop changes that.
What We'll Cover
In Mortgage Fundamentals for Real Estate Agents, you'll work through 9 core principles that help you understand financing well enough to guide clients from the first consultation all the way to closing — without crossing into the lender's lane.
- Know Your Role — where your job ends and the lender's begins
- Financing Before Showings — why preapproval is a planning tool, not a formality
- Lender Selection — how to evaluate partners beyond the rate sheet
- Loan Program Awareness — what Conventional, FHA, VA, USDA, and Jumbo mean for your transaction
- Buyer Readiness — credit, assets, income, and the financial moves that derail deals
- Property Eligibility — the property risks agents see before lenders do
- The Mortgage Process — all 9 milestones from application to funding
- Pitfalls & Red Flags — how to spot problems early instead of managing emergencies
- Contingencies & Deadlines — how to protect your clients and your contracts
You'll Walk Away With
A participant workbook, a stage-by-stage lender communication guide, a preapproval strength checklist, a financing red flag tracker, and a 30-day action plan you can put to work immediately.
Who This Is For
Active real estate agents who want to feel more confident in financing conversations, protect their transactions more effectively, and stop getting caught off guard at the closing table.
About the Presenter
Charlotte Trux is a licensed Realtor®, loan officer, and Productivity Coach at KW Metro Center in Arlington, VA. She coaches agents across the Virginia, Maryland, DC, and North Carolina markets through RealCoachPlus Consulting LLC.
Date: Thursday, June 25, 2026 Time: 2:00 PM – 5:00 PM Location: KW Metro Center | 2111 Wilson Blvd, Suite 1050, Arlington, VA 22201 Cost: Free — registration required
Capacity: Limited
Where is it happening?
Event Location & Nearby Stays:
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