You've completed the core course.
Here's what's next.
Each module below is a natural next step β building on your foundation with practitioner-level execution.
Coming Soon
The core course taught you how to think like an Intermediary
Prospecting and Pipeline Management
This module teaches you how to work like one β every day. Build a live prospect list, learn to prioritize by probability, and leave with a working pipeline system you can run from day one.
- LIVE TRAINING & PRINT
You know what a financing memo is
The Financing Memo Workshop
Now you'll learn how to write one that gets a lender's attention. A hands-on session where you build a memo on a real deal, start to finish, with feedback from an experienced Intermediary.
- LIVE TRAINING & PRINT
The core course introduced lender types and credit boxes
Market Discovery and Lender Relationships
This module puts you in the room. Learn how to conduct market discovery calls, what to ask, how to interpret the answers, and how to build a lender panel you can rely on.
- LIVE TRAINING & PRINT
Knowing a lender exists is not the same as knowing how to talk to one
Conversations with Lenders and Their Programs
This module teaches you how to open lender relationships, present deals professionally, understand each lender's specific program requirements, and position yourself as an originator they want to hear from. Real program examples across bank, CMBS, bridge, construction, and agency lenders.
- LIVE TRAINING & PRINT
Most originators forward a term sheet without fully understanding what's in it
Term Sheets and Commitment Letters β A Thorough Review
This module walks through every material provision β rate, term, amortization, prepayment, recourse, reserves, conditions precedent, and expiration β so you can explain it clearly to a borrower, negotiate intelligently with a lender, and avoid the surprises that kill deals at the commitment stage.
- LIVE TRAINING & PRINT
Getting a term sheet is one thing. Getting the right terms is another
Negotiating Terms
Learn the specific language, sequence, and leverage points for negotiating prepayment, recourse, rate, and timing β deal by deal.
- LIVE TRAINING & PRINT
Your underwriting foundation was built on multifamily
Advanced Underwriting: Office, Industrial, Hotel, Self-Storage
This module extends it across every major asset class β with worked examples, asset-specific DSCR benchmarks, and the credit box differences that determine which lender to call first.
- LIVE TRAINING & PRINT
You have the knowledge. Now build the business around it
Building Your Practice
Fee agreement structures, referral source management, and the daily operating disciplines β the Hour Audit, the Sunday Setup, the Monday Money List β that separate consistent producers from intermittent ones.
- LIVE TRAINING & PRINT
The core course covered agency loans as a loan type
Agency Lending Deep Dive: Fannie Mae & Freddie Mac
This module treats them as a specialty. Go deep on program structure, approved lender relationships, deal positioning, and how to originate agency business consistently β not just occasionally.
- LIVE TRAINING & PRINT
Everything you learned in the core course meets a real transaction
Live Deal Workshop
Bring a deal β or work one provided in the training β and size it live alongside an experienced Intermediary and other working professionals. Leave with a completed analysis and a clear next step.
- LIVEΒ GROUP SESSION & PRINT
The market you learned in the core course is not the market you're working in today
Monthly Market Update
This monthly live session keeps you current β rate environment, lender appetite shifts, cap rate trends β translated into what you should be doing differently this month. Recorded and available in print summary after each session.
- MONTHLY LIVE & RECORDED
