Outside the Box, Inside the Approval
Schedule
Wed Mar 25 2026 at 11:00 am to 01:00 pm
UTC-04:00Location
Open Rice Metropolitan | Charlotte, NC
About this Event
Outside-the-Box Loan Options with Newfi Lending
In today’s market, deals are being won or lost based on financing strategy.
Many buyers no longer fit inside traditional lending boxes—especially self-employed professionals, investors, and high-earning clients with complex income structures. The real estate professionals who understand alternative loan solutions are the ones getting their clients to the closing table.
Join us for a powerful educational session featuring John Wise of Newfi Lending, a specialist in innovative mortgage products designed for today’s evolving buyer.
This session will introduce real estate professionals to creative and non-traditional financing solutions that can unlock opportunities for buyers who may otherwise struggle with conventional lending guidelines.
What You’ll Learn
During this interactive presentation, John will break down several financing tools that agents should understand in today’s market, including:
• Bank Statement Loans for self-employed borrowers• DSCR Loans for real estate investors• Asset-based lending programs• Interest-only and alternative qualification methods• Strategies for structuring deals when traditional financing falls short• How these programs can help your clients compete and get offers accepted
You’ll walk away with practical knowledge you can immediately use in conversations with buyers and investors, helping you position yourself as a trusted advisor who understands solutions—not just transactions.
Why This Matters for Agents
The agents who understand financing win more deals.
By learning how alternative loan products work, you’ll be able to:
- Identify opportunities other agents miss
- Help buyers who don’t qualify for traditional loans
- Structure stronger offers
- Expand your client base to include investors and self-employed professionals
Who Should Attend
• Real estate agents and brokers• Investor-focused agents• Mortgage and lending professionals• Anyone looking to expand their knowledge of financing strategies in today’s market
Bonus: Networking with Industry Professionals
Connect with fellow real estate professionals, share insights, and build relationships with others who are focused on growing their business.
If you want to close more deals in today’s market, understanding creative financing is no longer optional—it’s essential.
Lunch is included. Park in the Trader Joe's Lot across the street on the 2nd or 3rd Floors. Reserve your spot today.
EVENT SPONSOR
ANNUAL SPONSORS
Agenda
🕑: 11:00 AM - 12:00 PM
Doors Open: Networking and Lunch
🕑: 12:00 PM - 01:00 PM
Program
Where is it happening?
Open Rice Metropolitan, 1100 Metropolitan Avenue, Charlotte, United StatesEvent Location & Nearby Stays:
USD 12.51 to USD 25.00



















