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Live Workshop + Happy Hour: Buy Before You Sell Bridge Loans & Reverse Mortgages
Financing Tools Your 55+ Clients Need You to Know About
Nearly 42% of today’s buyers and 54% of sellers are age 55+. They also have strong equity positions, opening doors to flexibility in a move
This course gives real estate agents and allied professionals a client-centered look at the two fastest-growing loan products in the equity-rich homeowner market: Buy Before You Sell: Bridge Loans and Reverse Mortgages for Purchase.
When your clients have equity, these tools put it to work — reducing out-of-pocket costs and adding flexibility to the timing of a move, even on a fixed retirement income. Turn hesitation into confident action.
You’ll leave knowing how to:
- Introduce both loan types comfortably and confidently
- Identify the right candidate for each, expanding your market reach
- Share real-world talking points that ease client concerns
- Plant the idea that equity — not savings or investments — could fund their transition
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Bridge loans help clients buy before they sell, avoiding contingent offers, maximizing sales price, while protecting savings and investments.
Reverse mortgages eliminate mandatory monthly payments, expand purchasing power, and can include a built-in equity line for future flexibility.
Instructors:
Steve Landis, Branch Sales Manager and Mortgage Advisor | Fairway Home Mortgage
Sheila Landis, Retirement Mortgage Advisor | Fairway Home Mortgage
NOTE: Located across the parking lot from Well & Good Coffee in Tigard. Access from the upper parking lot. | 1.5 Hour CE credit for agents. | Hosted in partnership with Lawyers Title
