Dec '25 (edited) • LIVE Production Planning
LEARNin Local Challenge Week WEEK 5: How to Protect Your Investment & Close the Deal
WEEK 5 — How to Protect Your Investment & Close the Deal
Region Focus: North Coastal San Diego (Carlsbad, Oceanside, Encinitas, Del Mar, La Jolla)
LIVE Date: Friday, December 12, 2025 @ 11 AM PST
Top 3 Lessons for Aspiring Investors
1. Deal-to-Close Roadmap
Mastering the journey from accepted offer to successful closing means understanding every key milestone — contingencies, inspections, appraisal, loan approval, and final sign-off. Staying ahead of red flags, communicating clearly with your escrow, lender, and realtor, and knowing what slows deals down ensures your investment stays protected and your closing stays on track.
2. Title, Escrow & Final Docs
Protecting your investment starts with understanding the title report, escrow flow, and your final documents. Reviewing prelims early, identifying liens or encumbrances, confirming fee breakdowns on the HUD-1/CD, and verifying required documents before closing helps prevent unexpected issues and keeps the entire transaction clear, compliant, and secure.
3. Build Your Winning Power Team
Long-term investing success comes from building a trusted power team — Realtor, Lender, Escrow Officer, Title Rep, Attorney, and Notary — working together to protect your investment. Choosing experienced partners, interviewing intentionally, and embracing professionals who are committed to your growth ensures smoother closings, better decisions, and stronger results on every deal.
Objectives
Aspiring Investors:
Master the steps that take you from deal to close while understanding how each partner protects your investment before, during, and after escrow.
Professionals and INfluencers:
Showcase your role in ensuring smooth closings, reducing risk, protecting clients, and building a long-term ecosystem of trusted partners.
Host:
Insights:
Deals:
Events:
SME Guest 1:
SME Guest 2:
SME Guest 3:
Facilitator:
Please share your preferred event links, invite, tag people and let's share YOUR knowledge to educate, empower, and inspire peers on how it's done LIVE!!
Studio Link (Do not share): https://streamyard.com/z4yh4dtb9j
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LEARNin Local Challenge Week WEEK 5: How to Protect Your Investment & Close the Deal
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