📅 Thursday, October 16 🕐 Time: 1 – 2 PM 📍 Location: Live at KW Energy Training Room (No Virtual Setup)
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🚨 Realtors: Are you really protecting your clients?
A single misunderstood credit report could cost your landlords thousands or lose your tenants their dream rental. Don’t get caught off guard. Learn how to confidently dissect credit reports and add massive value to your clients.
📣 Analyzing and Dissecting Credit Reports – How You Can Protect Your Clients (for Realtors) 👤 With Host, Top KW Energy Agent, Trevor Paterson of the David Paterson Real Estate Group
As a Realtor, your clients count on you for more than just property advice, they rely on your expertise to guide them through complex rental decisions. One of the most important (and often misunderstood) tools in that process? The credit report.
In this hands-on, Realtor-focused session, you’ll learn how to confidently read and interpret Equifax credit reports to better support your landlord and tenant clients. Whether you’re screening applicants, advising landlords, or helping renters understand their own reports, this session will give you the clarity you need.
We’ll break down every section of the credit report, including personal information, tradelines, inquiries, and public records and explain what it all means in plain language. You’ll learn how to decode credit codes (R1–R9, I1–I9, O1–O9), identify potential red flags, and spot strong indicators of financial reliability.
You’ll also receive practical frameworks and checklists you can start using immediately in your rental business, helping you ask better questions, reduce risk for your clients, and feel more confident in your recommendations.
This session is especially timely with the early October launch of PropTx Verify™ powered by Cove — a new secure, all-in-one tenant screening solution designed with Realtors in mind. We’ll show you how this tool fits into your rental workflow and how to use it alongside credit reports for a smoother, more professional experience.
👨🏫 About the Presenter:
Trevor Paterson is a Realtor with Keller Williams Energy and a former Senior Commercial Account Manager at the Business Development Bank of Canada (BDC). With years of experience analyzing complex credit files and advising business clients, Trevor now helps fellow Realtors navigate credit reporting with clarity and confidence, bringing financial insight into everyday real estate practice.
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