Daryn Fillis
Mortgage training for real estate teams

Give your team a mortgage conversation they can use tomorrow.

I lead practical sessions for agents who want to spot financing risk earlier, ask better questions, and bring clients more responsible ways to move forward.

Explore the sessions Bring Daryn to your office
Built for working agentsReal decisions, real language, and real transaction context.
Useful after the meetingEvery session includes tools your team can keep and share.
Clear next stepsYour agents leave knowing what to ask, when to act, and who to call.
Daryn Fillis speaking to a group of real estate professionals
Practical mortgage strategy, taught in plain language.
A better office meeting

More than a market update. A working session.

The best agent training changes what happens in the next client conversation. I connect mortgage guidelines to the life your client is trying to build, then show your team how to structure the financing around it.

  • Translate the rules. Turn lender language into questions an agent can use before the deal gets fragile.
  • Work through the choices. Compare responsible paths instead of forcing every client into one answer.
  • Leave with the tools. Download the presentation and every guide discussed during the session.
Choose a conversation

A practical menu for your next agent meeting.

Preview the session, download the full presentation, or book it for your office. The supporting resources are grouped with the topic so your agents can keep using the material.

Borrow Smart University 30 minutes + Q&A For buyer and listing agents

The third side.

Your clients are not just choosing a house. They are making a decision that can reshape their assets, liabilities, monthly flexibility, and future options. This session shows agents why their role belongs in the wealth conversation and how to lead it without stepping outside their lane.

  • See the three-sided balance sheet: assets, liabilities, and real estate
  • Connect the property decision to the client's life and financial position
  • Use better questions before the search, the offer, and the closing
  • Create an annual-review rhythm with the client's advisory team

Resources that extend the conversation

Use the framework, then put it to work with a real client.
Source curriculum Borrow Smart University Explore the curriculum Homeowner strategy The move-up method guide Apply the framework Property due diligence California condo tools Open the tools
Condo strategy 30 minutes For buyer and listing agents

The Third Borrower

A condo transaction has a borrower most agents never pre-approve: the building. This session helps your team identify project-level financing risk early, explain it without creating panic, and use the right tools before an offer or listing appointment.

  • What changed in 2026 condo lending
  • Which building signals deserve a closer look
  • How to frame responsible financing options
  • How to protect buyer and seller momentum

Resources discussed in the presentation

Use them before the offer or listing appointment.
Buyer guide · PDF California Condo Buyer's Pre-Offer Checklist Download guide Seller guide · PDF California Condo Seller's Warrantability Checklist Download guide Interactive tools Condo Project Status Screen and Guide Hub Open tools
Move-up strategy 23 minutes + Q&A For buyer and listing agents

The move-up method.

Homeowners with equity can still feel trapped by a low rate, a sell-first assumption, or an incomplete view of the numbers. This session gives your agents a clear framework for coordinating the sale, the next purchase, and the financing as one move.

  • Move from the rate question to the full decision
  • Audit equity, debt, and buying power together
  • Compare sell-first, buy-first, and concurrent paths
  • Use credits only when the tradeoffs fit

Resources discussed in the presentation

Share them with homeowners who are considering the next move.
Homeowner strategy The move-up method guide Explore the strategy Homeowner app The NEO Experience App Open the app Planning session Hidden Asset Strategy Call Book the call
More ways to help your clients

Bring a useful resource into the next conversation.

These companion resources support other agent and client conversations. Download them now, or ask me to build a working session around the needs of your office.

Listing strategy playbook

Partnership Plus

A payment-first system for making listings easier to understand, marketing the monthly payment responsibly, and creating more qualified buyer conversations.

Download the playbook Explore the strategy
Buyer conversation guide

Decoding the 2026 Housing Market

A plain-language guide for helping buyers understand affordability, rates, inventory, and the decisions that matter before they start touring homes.

Download the guide Request a buyer workshop
Bring it to your office

Tell me what your agents are running into. I will build the conversation around it.

Brokerage meetings, team trainings, lunch-and-learns, and focused client workshops are all on the table.

Book a 15-minute planning call Call 424-396-6967