2024 Recordings – Boardwalk Cloud

Safe and Easy Loan Transaction P2 [Closing Team]

In Part Two of this training, we focus on what happens after the offer is accepted, specifically when the property being sold has a mortgage or lien.
We’ll cover timelines, lender coordination, disbursement procedures, and what to expect at the closing table. You’ll learn how escrow handles partial payouts, how the loan cancellation is reflected in the deed, and how to keep your buyer secure while ensuring your seller receives their remaining funds. Real examples and best practices will help you feel confident navigating even the most complex closings.

Bahia de Banderas Market Overview [Christina Larson]

Support Materials Click To Download Presentation Key Points Initial Checklist for Listing Agents Ask the seller directly if the property has a mortgage or is being used as collateral. Request scanned copies of both deeds (purchase deed and mortgage deed) if applicable. Upload scanned deeds to the internal server and bring originals to closing. How […]

Safe and Easy Loan Transaction P1 [Closing Team]

In this guide, we’ll walk you through the steps and key considerations when listing a property that has an active mortgage or lien, especially when working with a cash buyer.
You’ll learn how to identify whether a property has a lien, what documents are needed (like both deeds and the loan payoff letter), what questions to ask your seller upfront, and how the cancellation process works with different types of lenders. We’ll also cover important timing expectations, how funds are managed at closing, and how to protect both buyer and seller interests throughout the transaction.

Style Flexing [Trent Steffen]

Style Flexing is the skill of adapting your communication style to better connect with different personality types, and it can be the difference between a missed opportunity and a meaningful sale.
In this training, we explore how to quickly assess a client’s personality using simplified Myers-Briggs principles, and how to adjust your approach based on whether they’re introverted or extroverted, fact-driven or intuitive, logical or emotional. You’ll also learn how subtle adjustments, like choosing the right follow-up method or recognizing cultural preferences, can create smoother experiences and stronger relationships. From tailoring tours for introverts to understanding unique buyer niches like Puerto Vallarta’s LGBTQ+ clientele, this is your guide to thoughtful, adaptive, and effective selling.

Introduction & Touring Clients [Aimee Lezama]

Key Points Style Flexing First of all, I’m here to be a golf pro – when you are a good golfer, you work with a golf pro to help you shave a few strokes off of your game. None of you are beginners, and I’m here to share a Style Flexing training that you may […]

2024 Q2 Meeting