Reliance Broker Training with Sheryl Trembley CREA

Course Description and Summary:

This 3-hour course equips real estate professionals to be more effective trusted advisors to home buyers, home sellers, and strategic partners. Topics include:

1. The role of a Certified Real Estate Advisor in today’s market, including the importance of understanding the lifetime value of a client and how to benefit clients before, during, and after they buy or sell a home

2. Guide to the Housing & Mortgage Market:

o How to educate clients about supply, demand, affordability, and how these things impact house prices.

o Why mortgage rates fluctuate, the role of the Fed, and how inflation impacts mortgage rates and house prices.

3. Case Studies and Tax Updates:

o Buy vs. Rent and tax updates re: SALT caps, mortgage interest deduction

o Cash vs. Mortgage and the 90-day tax rule

o Sell Now vs. Later and capital gains tax updates