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3-Hour CE Course

Strategic Financing

Creative Solutions to Help More Buyers Win

of six sessions

Today’s buyers need more than a preapproval — they need a financing strategy.

Today’s buyers often face challenges that cannot be solved with a standard preapproval alone. This course helps real estate professionals understand how mortgage qualification works and how strategic financing can address affordability, debt-to-income, down payment, income documentation, and home-sale contingency obstacles.

The class breaks down the major components of a mortgage payment, explains how debt-to-income ratios affect purchasing power, and explores strategies that may help buyers improve qualification. Realtors will gain a working understanding of Conventional, FHA, VA, USDA, Jumbo, and Non-QM financing, including bank-statement loans, asset depletion, DSCR, bridge loans, HELOCs, and cross-collateral solutions.

Attendees will learn how to

  • Identify financing challenges earlier in the transaction.
  • Understand how income, debts, and housing expenses affect purchasing power.
  • Recognize financing options beyond traditional conventional lending.
  • Help move-up buyers compete before their current home is sold.
  • Collaborate more strategically with a lender to strengthen or rescue transactions.
  • Create opportunities from buyers who may initially appear unable to qualify.

The course also examines real-world strategies for purchasing before selling, competing without a home-sale contingency, preserving the opportunity to sell an existing home on the open market, and structuring challenging transactions using assumable mortgages, seller contributions, and other strategic solutions.

Request a session

Request a class
for your office

Choose one class, build a multi-session series, or let us help you customize an annual education calendar. We’ll follow up within one business day to confirm dates, format, and CE filing where applicable.

Prefer to talk it through?

Use the form and the Spire Financial education team will follow up within one business day.

We’ll only use this to reach out about scheduling.