Note: This is a virtual event. Zoom will be shared only with RSVPed people. It is for education purposes ONLY. This is not a sales or marketing event.

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Summary:

Whether you’re preparing to buy your first home, upgrade, downsize, or sell an existing property, the real estate process can feel like a maze of negotiations, paperwork, and risks. This panel brings together experts in brokerage, legal, finance, and title research to illuminate the transaction from both sides of the table—ensuring that buyers and sellers alike walk away with insights that can save money, reduce stress, and protect their interests.
The discussion will center around four critical areas that often determine the success—or failure—of a deal:

1. Brokerage & Agency Relationship – Learn how to structure the buyer-agent and seller-agent relationship to ensure loyalty, transparency, and alignment of interests. Understand the hidden traps of representation agreements.
2. Transaction Security & Title Research – Discover how title searches, lien research, and due diligence can protect you from hidden risks—whether you’re a buyer ensuring clean ownership or a seller trying to deliver marketable title.
3. Legal Implications & Liability – Explore the legal responsibilities that both buyers and sellers carry in a deal, and the costly mistakes people make when they overlook disclosure obligations, inspection reports, or contract fine print.
4. Financing & Insurance – Gain clarity on how mortgages, loan approvals, and mortgage insurance work in today’s lending environment—and what pitfalls can derail a closing if you’re not prepared.

Attendees will walk away with a 360-degree understanding of the transaction process, equipped with strategies to protect their investment, avoid liability, and negotiate from a position of strength—whether they are buying or selling.

ert advice.

## Top 5 Provocative Questions for Panelists

• Brokerage/Agency Relationship
• “How can a buyer or seller be sure their agent’s loyalty isn’t split, and what red flags suggest you may be working with the wrong broker?”
• Transaction Security / Title & Liens
• “What is the single most shocking issue you’ve uncovered in a title search or lien report, and how can buyers and sellers avoid those landmines?”
• Legal Responsibility & Liability
• “If a deal falls apart or a hidden issue is discovered after closing, who ends up on the hook—the buyer, the seller, or the broker? What’s the biggest legal trap each side needs to be wary of?”
• Financing / Mortgage & Insurance
• “What’s the most common mistake buyers make when applying for a mortgage—and what’s the one thing sellers should know about their buyer’s financing before accepting an offer?”
• Cross-Cutting / Buyer-Seller Lens
• “If you could give just one piece of ‘insider advice’ that would save both buyers and sellers the most money, frustration, or legal trouble, what would it be?”