Real Estate Education for YOU!
Join Preferred Settlement Services—Sarasota’s trusted title company—for expert-led classes on title insurance, smooth closings, and avoiding last-minute delays. Network with top agents, earn CE credits, and close deals faster!
FREE SUMMER SALES COACHING!
CREATE A SUMMER SALES SURGE THAT WILL KEEP YOU AHEAD OF THE CURVE!
- Weekly calls led by Peak Performance Coach, Jamie Styers!
- Actionable Strategies that you can start implementing right away!
- Accountability for 8 consecutive weeks!
Fraud and Scams Affecting Real Estate Transactions 2 FREC
Description:
This eye-opening session teaches real estate agents how to spot and stop property fraud before it happens. Learn to identify fake IDs, avoid wire fraud scams, and protect transactions with simple verification steps—saving you time, money, and legal headaches. Walk away with actionable tools to safeguard your deals and clients.
Instructor:
Kelli Quincel and Cathi Schmidt, Florida Education Trainer/Florida Learning Center
Old Republic Title
ChatGPT for Real Estate Agents
Description:
Boost productivity, enhance client engagement, and close more deals with AI!
How can the new AI tool called ChatGPT be beneficial to a real estate agent. ChatGPT is a language model developed by open AI, that provides natural language processing capabilities and has been trained on vast amounts of data to deliver high-quality outputs. With its ability to understand and generate human like text, ChatGPT is becoming increasingly popular in various industries and can be a useful tool for real estate agents. This class will teach agents how to create the right prompts for AI to deliver spot on information to help them in their real estate business.
Instructor:
Tanna Thigpen, Florida Education Trainer/Florida Learning Center Old Republic Title
Probate, Trusts, Guardianship, and Power of Attorney
As a real estate agent, it’s critical to understand probate, trusts, guardianship, and power of attorney—and how to navigate them when they impact a deal. This webinar will equip you with the knowledge to handle these complex situations confidently, ensuring smoother transactions and happier clients!
How to Protect Your Income and Real Estate Assets
Part of the “Building Your Financial House” Series
Description: Let’s be honest: you’re in real estate to build a lucrative career, create a comfortable lifestyle, and provide abundantly for your family.
If that sounds like you, don’t miss this training!
Learn how to secure your assets as you accumulate them, and what expensive mistake can cost you a fortune!
Instructor: Blake Otto, Financial Coach, PFS Investments
Retirement Strategies: A Tax-Saving Roadmap
IRA Essentials and the three different accounts that every Real Estate Agent needs to have.
Instructor: Blake Otto, Financial Coach, Primerica Financial Services
Dynamic Filters
A must-know for posting to social media. Just listed, under contract, and video walk-throughs done in a flash. Forget CANVA!
Instructor: Mike Pyburn
Buyer Estimates and Net Sheets
Class Objective: Help your clients understand and realistically set their financial real estate goals by generating highly accurate net sheets and buyer estimates in a flash!
Be the ultimate knowledge broker and never have to tell your client that you have to get back to them with numbers, ever again!
Instructor: Real Estate Closer, Sara Huddleston
HOW TO WIN IN 2025
On November 20, Preferred Settlement hosted its annual Thanksgiving Luncheon at SRQ Motorsports.
Download the program notes from the phenomenal presentation about what agents can expect in 2025. Speakers and topics include:
Mortgage Rate Predictions by Yvette Claremont, immediate past president of the Mortgage and Bankers Association of Florida.
Home Owners Insurance: How to wrangle rates in 2025 by Tim and Sarah Kempf, We Insure
Florida Real Estate Policy: What’s Changing in 2025 by Max Brandow, Vice-President of Advocacy and Member Programs REALTOR® Association of Sarasota and Manatee, Inc.
Design Trends: What’s Hot and What’s Not in 2025 by Ben Wagner, Vice-President of Operations for Florida Design Works
Resources
Resources & Articles
What is a 1031 Exchange? For New Real Estate Agents & Investors
A 1031 Exchange allows real estate investors to sell a property and buy (exchange) another property without paying capital gains taxes. In this way, it is similar to a 401k rollover but with its own set of strict rules and procedures. This tax deferral strategy has...
Secure Your Property: How to Prevent Title Disputes & Frauds
Clear Title! In real estate, "title" doesn't refer to a deed or a piece of paper. It's more than that. It's your legal right to own, use and sell a property. A clean title is your #1 defense against fraud, old liens from previous owners, boundary disputes and more....
Florida’s Title Insurance Trap—And How to Dodge It
Let’s face it: No one wakes up excited to buy title insurance. It’s not as fun as picking out paint colors or arguing over who gets the garage. But the truth is—skipping it could cost you your dream home. Think of title insurance like a time-traveling...
Contact Us
From the beginning, our top priority has always remained the same, to look out for the best interests’ of our clients and customers. Give us a chance to earn your business and exceed your expectations.
orders@preferredsettlement.com
(941) 376-9551
Florida Headquarters:
1605 Main Street Suite 1112 Sarasota, Florida 34236