WORKSHOPS
The Katalyst Team Zoom Training Options for Real Estate Brokerages & Financial Planning Offices
1. Mastering Work-Life Balance: A Bulletproof System for Growth, Balance, & Success
Build a foolproof system that accelerates both personal and professional growth (while maintaining your sanity).
*This workshop has been our most popular offering
What You'll Learn:
How to create a powerful morning routine that sets you up for daily wins
Mental health strategies for building resilience in high-pressure situations
Practical tools to start every day with clarity and purpose
The framework for living a non-anxious life while growing your business
2. Commission Protection: "Acres of Diamonds" Strategies for Uncertain Times: Tools for Real Estate Professionals to Uncover, Protect, and Maximize Compensation in a Changing Market
Navigate the new reality where buyer agent commissions aren't guaranteed—and still get paid what you're worth.
What You'll Learn:
Creative financing strategies that protect your compensation
How to secure payment even when sellers aren't offering commissions
Innovative approaches to commission challenges in today's market
Tools to operate with confidence in any transaction
3. Unlocking the Power of Little-Known Mortgage Strategies for Real Estate Planners and 1031 Investors: Maximize Returns, Cash, and Cashflow
Master the game-changing mortgage techniques that investor-focused professionals use to maximize client returns.
What You'll Learn:
Advanced strategies for traditional, reverse, and DST 1031 exchanges
How to significantly enhance your clients' investment outcomes
Techniques to optimize real estate portfolios in competitive markets
The knowledge to become an indispensable partner to investor clients
4. The 4 R's: Essential Loan Programs for Real Estate & Financial Professionals Catering to Sophisticated Clients
See opportunities others miss by mastering four overlooked loan programs that transform your client service.
What You'll Learn:
Four unique loan programs most professionals often overlook
How to serve high-net-worth clients more effectively
Advanced mortgage strategies for both real estate professionals and financial advisors
Tools to help clients efficiently manage debt while growing assets
5. The Economics of Housing: Facts, Not Feelings: Strategic Mortgage and Wealth-Building Tactics
Cut through the noise with data-driven insights on today's housing market and wealth-building opportunities.
What You'll Learn:
Real market analysis, beyond emotions and headlines
A better understanding of the way that economics, supply & demand, and demographics affect the market.
Strategic guidance on buy, sell, or hold decisions for clients
Understanding of how inflation, recessions, and rates impact housing
Creative solutions to overcome affordability challenges
Insight into whether a 2008-style crash is possible soon
THE KATALYST TEAM
AT ETHOS LENDING
You Bring the Dream. We’ve Got the Mortgage.
Mike Hardy
Managing Partner
Rick Mount
Managing Partner
Kevin Sprague
Business Manager
Effortless. Efficient. Fast.
Secure Your Home Financing Today.
NMLS ID: 54483 ; Company NMLS ID: 1533336
(www.nmlsconsumeraccess.org)
Proudly Serving:
Arizona, California, Texas, Idaho, Tennessee, Colorado, Florida, Minnesota, South Carolina, Washington, Oregon, Indiana
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CLIENT WINS
Click to hear how Frank was able to quickly get cash for his daughter's wedding with a Churchill Mortgage HELOC
15 Years Working Together
More than 10,000
Families Helped
Over $1 Billion Funded
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Contact Us
Let us know about your situation, we're confident that we have a solution for you!
437 S. Cataract Ave.
Unit #1-2
San Dimas, CA 91773
© ETHOS Lending, Inc.
2025 - All Rights Reserved.
ETHOS Lending, Inc., dba “ETHOS Lending”, NMLS #1533336, an Equal Housing Lender. Licensed by the Department of Real Estate Corporation Mortgage Loan Originator Endorsement, DRE #02103430.
26391 Crown Valley Parkway, Suite 230, Mission Viejo, CA 92691
This is not a commitment to engage in a loan transaction. All applications are subject to full credit and property approval pursuant to the lender selected. Services not available in all states, check our licensing by clicking HERE.