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Join us for an exclusive webinar that will unveil the power of specialized loan options tailored for primary residences, vacation homes, and seamless property transitions. This session is designed to equip you with advanced knowledge and strategies in construction loans, portfolio loans, and bridge loan program so you can offer nuanced guidance when clients are building a new home, buying one without selling their current home and the power of portfolio loans for clients when traditional mortgages don't fit. Our expert speakers will dive into the intricacies of these loan types, focusing on how they can be effectively leveraged to meet your clients' unique needs without disrupting their broader financial strategies.

Key Learning Objectives:

Understanding Construction Loans: Master the dynamics of construction loans for both primary residences and vacation homes. Learn how to guide clients through the process, from securing funding for building their dream home to converting construction loans into traditional mortgages.

Navigating Portfolio Loans: Explore portfolio loans as a flexible financing option for primary or secondary homes. Understand how these loans can offer solutions when traditional mortgages don’t fit, and how they can be tailored to high-net-worth clients with complex financial pictures.

Leveraging Bridge Loan Programs: Discover the strategic advantages of bridge loans that allow clients to use the equity in their current home for purchasing a new property. Learn how these loans can be a game-changer for clients wanting to avoid the premature liquidation of other assets, ensuring a smoother transition in their real estate ventures.


*CE/CPE Eligible: 1 CE credit is available to subscribers with these designations: CFP, CLU, ChFC and RICP. CPA subscribers will earn 1 CPE credit.

Field of Study: Specialized Knowledge

Prerequisites: There are no prerequisites for this session.

Advanced Preparation: None

Program Level: Basic

Delivery Method: Group Internet Based

NASBA Approved

Financial Experts Network (Sponsor Id#: 145173) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:

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