Home Buying Class — March 21
Saturday, March 21Time details coming soonLa Voz de la Comunidad, Illinois · In personHome Buying Class — April 18
Saturday, April 18Time details coming soonLa Voz de la Comunidad, Illinois · In personHomebuying Without the Guesswork
Date announced soonEvening sessionBarrington, Illinois · In person
Mortgage education, served differently.
Mortgage Bar Happy Hour.
Mortgages with a twist: real conversations, useful education, and better connections.
From homebuyer classes and Realtor workshops to easygoing networking events, this is where I bring people together to learn, connect, and take the intimidation out of mortgage talk. No jargon hangover—just clarity you can use.
The house series
“A better mortgage conversation starts when the right people are in the room.”
Hosted by Mia Schultz · The Mortgage Therapist
Choose your pour
What sounds good today?
Live & Local
Homebuyer classes, Realtor education, and gatherings worth showing up for.
See what’s comingOn Tap
Replay practical conversations and mortgage guidance whenever it works for you.
Watch a replayCase Notes
Real mortgage scenarios, useful takeaways, and the strategy behind each solution.
Browse the notesWhat’s on the menu
Pull up a chair—the mortgage talk is on the house.
Pick your pour: classes, workshops, and easygoing mixers, each served with fresh guidance, practical strategy, and absolutely no pressure on the side.
Complex Income, Clear Strategy
Date announced soonLunch-and-learnVirtual · Virtual
The Mortgage Bar Community Exchange
Date announced soonEarly eveningNorthwest Suburbs · In person
Knowledge on tap
Missed a session? Pour yourself a replay.
Recorded classes and workshops, ready whenever you are—clear answers, no last call.
First-time and next-home buyers
Homebuying Without the Guesswork
A full walk-through of preapproval, budgets, offers, and what actually happens between application and keys.
- What underwriters look at before they look at your rate
- How to build a payment you are genuinely comfortable with
- The documents to gather before you start shopping
Self-employed buyers, Realtors, referral partners
Complex Income, Clear Strategy
A guideline-focused session on self-employed income, bank statement programs, tax return complexities, jumbo, and Non-QM paths.
- Why a complicated tax return is not an automatic no
- When bank statement and Non-QM programs make sense
- How to position a complex file before the offer goes in
Real estate agents and teams
Protecting the Deal: A Realtor Workshop
Preapproval strategy, second opinions, condo and appraisal snags, and the communication rhythm that keeps a transaction on track.
- What makes a preapproval genuinely strong
- Early warning signs worth flagging to your lender
- How to handle a file another lender declined
Case Notes · On-demand
Real mortgage scenarios. Smart strategy. Clear solutions.
The stories behind the files — real-world lending challenges, second opinions, unusual borrower situations, and the strategies used to find a path forward.
Names and identifying details may be changed or omitted for privacy.
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Have a scenario that sounds familiar?
Tell me what you're working with — I'll help you find the path forward.
Share a Similar ScenarioFrom the guest book
The best conversations keep working after the room clears.
Each gathering is designed to replace confusion with useful context and turn introductions into trusted working relationships.
Event recaps
Key takeaways
Vol. 01–04- 01
First-time buyer questions answered without jargon
Plain-language answers that make the entry process feel manageable.
- 02
Real-world self-employed borrower case studies
How complex income streams find their path to approval.
- 03
Offer strategy conversations with local Realtors
Frontline insight for winning offers in today's market.
- 04
Referral connections built around better client care
Partnerships that put people before transactions.
Your office, my mortgage menu
Looking for a fresh class or event for your clients or office?
Let’s mix the right topic, audience, and format—and build one together.
Plan a Realtor Event