Events

Upcoming Events and Workshops

Start 2027 with a clear perspective on the economy, housing market, and mortgage trends. Join Evan Swanson, Senior Loan Officer with Guild Mortgage and CFP®, as he breaks down the key forces expected to shape the market, including inflation, Federal Reserve policy, housing inventory, and mortgage rates. Gain practical strategies, client talking points, and actionable insights to help buyers and sellers navigate the year ahead with confidence. If you’re a brokerage looking to have Evan present this at your office, please email teamswanson@guildmortgage.net.

    

Current Class Offerings for Brokerages and Industry Partners

Evan is available to present the classes listed below and can join your sales meeting, lunch and learn, or another convenient time for your office. To schedule a class, please email teamswanson@guildmortgage.net with the following details: the course you’d like presented, potential dates and times, location, best contact information, and the number of brokers expected to attend.

The appraisal industry is undergoing its biggest transformation in more than 15 years. Beginning November 2, 2026, Fannie Mae and Freddie Mac will require appraisals to be completed using the new Uniform Appraisal Dataset (UAD) 3.6 format, creating a more standardized, transparent, and technology-driven appraisal process. It is designed to create more consistent, data-driven, and transparent property valuations. While the transition may create some temporary industry adjustments, the long-term result should be improved appraisal quality, more reliable valuations, and a better experience for buyers, sellers, lenders, and real estate professionals. Learn more about these upcoming changes so you are ready when they are implemented. To schedule this class at your office, please reach out to teamswanson@guildmortgage.net. This session includes food and 1 CE hour.

Help More Buyers Say “Yes” in Today’s Market. Rates may be higher, but opportunities still exist. Evan Swanson shares creative financing strategies, including seller-paid buydowns, assumable mortgages, non-QM solutions, and affordability planning that can help buyers qualify, lower payments, and move forward with confidence. To schedule this class at your office, please reach out to teamswanson@guildmortgage.net. This session includes food and 1 CE hour.

Bring More Retirement Solutions to Your Clients Help homeowners age 62+ explore options they may not know they have. A reverse mortgage can be a powerful tool for increasing cash flow, eliminating mortgage payments, purchasing a new home, or creating greater financial flexibility in retirement. To schedule this class at your office, please reach out to teamswanson@guildmortgage.net. This session includes food and 1 CE hour.

Bring More Retirement Solutions to Your Clients Help homeowners age 62+ explore options they may not know they have. A reverse mortgage can be a powerful tool for increasing cash flow, eliminating mortgage payments, purchasing a new home, or creating greater financial flexibility in retirement. To schedule this class at your office, please reach out to teamswanson@guildmortgage.net. This session includes food and 1 CE hour.

Learn the essentials of mortgage lending with our specialized guide for real estate professionals. This course covers the 4 C’s of underwriting: Credit, Capacity, Capital, and Collateral. You’ll learn to evaluate credit history, understand debt-to-income ratios, discover the importance of down payments, and analyze property characteristics. Additionally, you’ll explore the differences between pre-qualification and pre-approval, understanding their limitations and advantages. Enhance your mortgage lending expertise and build successful partnerships in the real estate industry. To schedule this class at your office, please reach out to teamswanson@guildmortgage.net. This session includes food and 1 CE hour.

Navigating the challenges of a low appraisal requires a strategic approach, thorough preparation, and collaboration with industry professionals. During this workshop, you’ll learn how to effectively manage low appraisals and ensure successful transactions. You’ll also gain insights into the make-up of appraisals, strategies for addressing low appraisals during transactions, and the process of reconsideration requests. Real estate brokers can earn 1 hour of CE credit by attending this informative session and opportunity to enhance your expertise and improve your transaction outcomes. To schedule this class at your office, please reach out to teamswanson@guildmortgage.net. This session includes food and 1 CE hour.

 

Learn the ‘4 Pillars of Financial Well-Being’ to strengthen your financial foundation and better serve clients. Get practical strategies to measure cash flow, manage debt, create a financial cushion, and grow wealth, all tailored to real estate professionals. You’ll leave with actionable tools and insights to build stability and long-term success. To schedule this class at your office, please reach out to teamswanson@guildmortgage.net. This session includes food, CE is not provided.

Speaker/Event Request

Evan and Team Swanson are excited to partner with industry professionals for hosting and co-hosting events. If you’re interested in having Evan assist or present at your upcoming event or in your office, please email teamswanson@guildmortgage.net Potential topics include a first-time homebuyer seminar, a rent vs. buy workshop, market update, or any other subject you have in mind.