2026 Realtor Events | Monthly Lunch & Learn Series
Each year, our mission is to deliver highly relevant educational topics paired with premium networking opportunities for real estate professionals. Our curriculum is specifically curated to empower agents at every stage of their career; we believe that whether you are a promising rookie or a seasoned veteran, there is always room to enhance your expertise. In today’s shifting real estate landscape, we are committed to helping you gain the competitive edge needed to level up your business. Below, you will find our upcoming calendar of topics and dates. Comprehensive event details will be released as each date approaches—simply follow the links below to learn more and secure your spot.
Pizza and Beer with Jeremy! – Real Estate Agent Networking Event – Wednesday October 28th, 2026
Welcome to the ultimate midweek escape! If you’re a real estate agent in the Kalamazoo area, mark your calendars! Get ready to unwind, connect, and savor the delightful combination of pizza and beer at the “Pizza and Beer with Jeremy” happy hour event.
2026 Lunch & Learn Schedule:
Time: 12:00 – 1:30 ♦ Date: See schedule below ♦ Location: Neighborhood Loans: Treadstone Office – 616 W. Centre Ave, Portage MI 49024
Limited Seating. RSVP required ♦ Lunch will be provided.
| JANUARY 13th ♦ The “Cost of Waiting” Workshop: Moving Fence-Sitters – Buyers are sitting on the sidelines hoping for 3% rates again. Strategies for showing homeowners the math on why moving might still make sense and loan programs to help accomplish it. | More INFO |
| FEBRUARY 10th ♦ Renovation Lending as a Sales Tool (The “Ugly House” Strategy)–Inventory is low, but outdated homes are sitting on the market. Learn how to spot a “FHA 203k or Fannie Mae Homestyle” candidate and how to market that vision to buyers who can’t find a move-in ready home. | More info |
| MARCH 10th ♦ The Investor Lens: Teaching Agents to Analyze Deals – Agents love investor clients because they buy multiple properties, but many agents don’t know how to “speak investor”. Move beyond emotional selling. Learn how to calculate Cap Rate, Cash-on-Cash Return, and ROI so you can bring pre-vetted deals to investor clients. | More Info |
| APRIL 14th ♦ Credit Deep Dive: The Myths Holding Buyers Back – Agents often give well-meaning but terrible credit advice that tanks a client’s scores. Go beyond basic credit scoring. Discuss the realities of “Rapid Rescoring,” the impact of paying off old collections (sometimes it hurts!) | More Info |
| MAY 19th ♦ Serving Those Who Served: Crushing Myths About the VA Loan – Far too many listing agents still advise sellers against accepting VA offers due to outdated fears about appraisals and fees. This is a disservice to veterans and a lost opportunity for agents. |
MORE INFO |
| JUNE 9th ♦ The “Deal Rescue” Panel: Avoiding Eleventh-Hour Disasters– Deals are notoriously fragile right now. Discuss the most common reasons deals are falling apart in this current market and how agents can preemptively address these issues before they become deal-killers. | MORE INFO |
| JULY 14th ♦ The DPA Playbook: Unlocking Zero Down & Down Payment Assistance – You have buyers with good incomes who can afford a monthly payment, but inflation has decimated their ability to save a 5% down payment. | MORE INFO |
| AUGUST 11th ♦ Create Your Own Opportunity – No more waiting for the leads to fall out of the sky. Learn how to make it rain! | More Info |
| SEPTEMBER 15th ♦ The LOW Appraisal Attack Plan: Pre-Empting and Fighting Low Valuations – The market is weird—inventory is low, but prices aren’t skyrocketing like they used to. This leads to appraisal disconnects that kill deals. Learn to think like an appraiser and get some detailed advice on how to assemble a successful reconsideration of value. | More Info |
| OCTOBER 13th ♦ Decoding the Self-Employed Borrower: Bank Statement Loans & Beyond – The “Gig Economy” is huge, and many high-earning entrepreneurs cannot qualify using standard tax returns because their CPAs do too good a job writing off expenses. Agents you are leaving massive commissions on the table by ignoring these buyers. | Sign Up |
| November 10th ♦ Practical AI for Real Estate: Beyond ChatGPT – This is the class I didn’t want to run, but AI CAN’T be ignored. Everyone is talking about AI, but few agents are actually saving time with it. | More info |
| December 8th – Round table – An end of the year celebration with an invite for anyone that attend in 2026. | More info |
*Topics and dates subject to change.
HAVE QUESTIONS OR A TOUGH DEAL TO STRUCTURE TODAY?
Do not wait for next month’s class if you have an active buyer contract on the line.
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Direct Cell / Text: 269.360.7109
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Office: 616 W. Centre Ave, Portage, MI 49024
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Weekend Pre-Approval Coverage: Saturdays & Sundays from 11:00 AM – 3:00 PM
Latest Blog Post
S.O.S. SAVE OUR SALE
S.O.S. SAVE OUR SALE: WHAT TO DO WHEN YOUR LENDER STALLS WEEKS BEFORE CLOSING!
Did your mortgage lender suddenly go radio silent, request the same bank statement for the fourth time, or drop a last-minute loan denial right before your scheduled closing date?
Yesterday, a panicked real estate agent called my office from Portage. Their buyer had been under contract for three weeks on a home near Milwood. The closing date sat just nine days away.
Out of nowhere, the buyer’s out-of-state call-center lender issued a denial letter. The call-center underwriter miscalculated self-employment write-offs, panicked over an unpermitted porch repair on the appraisal, and threw the entire transaction into the trash can.