Mortgage process without the jargon
What happens from application through closing, who owns each step and how agents can help keep the transaction moving.
Practical training your agents can use
Mortgage Lunch-and-Learns for Real Estate Brokerages
RFG lunch-and-learns turn mortgage questions into practical conversations. Sessions can be tailored to new agents, experienced producers, listing teams, buyer specialists or the specific business goals of your office.
Built to be useful
Choose a session that fits your agents.
Every partnership begins by understanding the people, the process and the business outcome you want to improve.
Winning with financing knowledge
How property type, occupancy, concessions, appraisal and loan programs can influence offer strategy.
First-time and assistance buyers
How to set realistic expectations around funds, documentation, education, second mortgages and program availability.
VA buyers and offers
Common VA myths, entitlement basics, appraisal distinctions and how to present an informed offer.
Self-employed and investor solutions
Traditional income, bank statement, DSCR and the early questions that help identify the right path.
New construction and builder incentives
How to compare rate incentives, price, credits, future refinance assumptions and the total financial picture.
A repeatable partnership
Build a book of business together.
RFG’s goal is to earn trust through useful education, responsive service and consistent execution—then keep improving the relationship over time.
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30-, 45- or 60-minute formats
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In-person sessions for Florida offices
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Virtual sessions for distributed teams
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Custom Q&A based on active scenarios
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Educational handouts for agents
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Follow-up access after the session
Request a lunch-and-learn
Tell us about your team.
We will follow up to learn what would be most valuable and recommend a session format. There is no obligation.
- Florida real estate brokerages and teams
- In-person or virtual options
- Custom topics and active-scenario Q&A