Real estate education2022-12-22T12:52:25+01:00

Events & training offers

«There is no shame in not knowing anything,
but not wanting to learn anything.»

– Platon

Real estate education

Events & training offers

«There is no shame in not knowing anything, but not wanting to learn anything.»

– Platon

I am interested in a training topic for the target group:

Current course offers:

“Evaluation crash course”

For everyone who comes into contact with real estate financing.

Description

If the value of a property is unknown, it can neither be sold nor financed. An appraisal report is also required in the event of divorces, divisions of estates or the revocation of a building right. That is why reviews are needed again and again. But how do you interpret an appraisal report? What do you have to pay particular attention to? When is which method used? Is the price right or is the property on offer too expensive? How do the professionals determine a property value?


Target group

The course is aimed at people who regularly deal with real estate appraisals on a professional basis, be it when it comes to financing or a purchase or sale.
These can be loan officers or customer advisors.


Learning goals

You will get to know the most common valuation methods (earnings, real, market value / lending value, hedonic method) and the valuation process as such. When do I use which method? Understanding, interpreting and also questioning evaluations. Methodological basics, market environment, factors influencing value / land registry issues.


Requirements

Basic knowledge of real estate financing.


Number of participants

8 – 12 participants


Course leaders

Andreas Sorge, Federal Dipl. real estate trustee, real estate appraiser federal FA

Stefan Kessler, Swiss Federal Diploma Dipl. Real estate trustee, trainer with federal diploma FA, former accredited appraiser for various banking institutions


Duration / lessons

2 days (16 lessons): 4 x ½ day (4 lessons each)


Seminar location Seminar room / technology

If possible, outside the bank.
A seminar room and 1 group
room, flipchart, projector


Fee

2 moderators, each with 4 daily rates


Keywords

Real estate appraisal, property appraisal, appraisal

«Without customer care there is no customer loyalty!»

For everyone who wants to take better care of their customers.

Description

Acquiring a new customer is ten times more time-consuming than selling another product to an existing customer. Let us use this knowledge! We achieve customer loyalty through active customer support.
The good salesman knows: “Who asks, leads!” Many are familiar with the quote, but few are aware of how important and helpful, but also how powerful, correct questions can be. Whoever only speaks himself does not find out anything. If I don’t know what the customer wants, I can’t sell him anything. Establishing a customer is therefore the key to success.


Target group

Anyone who is in contact with customers. Every contact is an opportunity for customer loyalty. The sales process begins with every contact with the company!


Learning goals

How do I address the important issues in customer service? How do I run customer start-ups?
Here you will learn the most important questioning techniques to carry out effective customer start-ups. We work out the industry-specific questions. Above all, we practice talking with customers and to learn how to better recognize their needs.
Other topics: self-control and aids


Requirements

Openness to new experiences and approaches. Good mood!


Number of participants

8 participants


Course leaders

Andreas Sorge, Federal Dipl. Real estate trustee, real estate appraiser with federal FA, long-time appraiser for banks and insurance companies, active in sales and distribution for around 30 years, development of sales organizations

Stefan Kessler, Swiss Federal Diploma Dipl. Real estate trustee, trainer with federal diploma FA, NLP Master DVNLP, active in real estate sales for around 40 years


Duration / lessons

1 day (8 lessons): 2 x ½ day (4 lessons each)


Seminar location Seminar room / technology

If possible, outside the bank.
A seminar room and 1 group
room, flipchart, projector


Fee

2 moderators at 2 daily rates


Keywords

Sales, customer loyalty, lead generation, communication, lead

«Construction knowledge»

For everyone who would like to know more about construction issues.

Description

The structural quality of a property is of crucial importance (construction, materialization), especially when it comes to determining its value, financing and service life. When buying from plan, it is particularly important to be able to read and interpret the building specifications correctly. It is not just about the different types of construction, structure, functions of components of the building, building services systems, but also about the different building materials and their qualities. But even with existing real estate you have to be able to assess the basic substance in order to be able to assess whether comprehensive renovations can be worthwhile at all.


Target group

The course is aimed at people who regularly deal with construction issues (project planning, execution, evaluation), be it in connection with financing or a purchase.


Learning goals

To know the basic structural elements of a building, both from the outer shell and from the interior. You will be familiar with the common types of fabrication, know how the sewer system is structured in a building and have basic knowledge in the areas of roof types, ceilings, walls, windows, etc. You will know the structure and the contents of a building specification. The building description is the basis for the cost estimate.


Requirements

No previous knowledge necessary


Number of participants

8 – 12 participants


Course leaders

Rolf Belser, site manager / master builder

Stefan Kessler, Swiss Federal Diploma Dipl. Real estate trustee, trainer with federal diploma FA, former accredited appraiser for various banking institutions


Duration / lessons

1 day (8 lessons): 2 x ½ day (4 lessons each)


Seminar location Seminar room / technology

Place of participation: external course locations
A seminar room and 1 group
room, flipchart, projector


Fee

2 moderators, each with 4 daily rates


Keywords

Construction knowledge, construction description, construction process, construction elements, BKP, SIA standards, evaluation

«Living in old age»

Alternative forms of housing and financing. For those who expect more.

Description

A house or apartment in which one has spent decades is of course more than a roof over one’s head, especially if the children grew up in it too.
But after retirement there are various important questions: Should I sell, rent, bequeath or even renovate the home? In these cases, is a right of residence, right of use worthwhile? Is it still affordable? Questions upon questions that the owners often give too little thought to.


Target group

The course is aimed at people who are professionally involved in real estate, be it when it comes to financing or buying or selling.
These can be loan officers or customer advisors.


Learning goals

You will get to know the different scenarios that are available to your customers. We work out the advantages and disadvantages of the different variants so that you can advise your customers better in the future.


Requirements

No previous knowledge necessary


Number of participants

8 – 12 participants


Course leaders

Andreas Sorge, Federal Dipl. Real estate trustee, real estate appraiser with federal FA, many years of sales experience

Stefan Kessler, Swiss Federal Diploma Dipl. Real estate trustee, trainer with federal diploma FA, active in the real estate industry for around 40 years


Duration / lessons

1 day (8 lessons): 2 x ½ day (4 lessons each)


Seminar location Seminar room / technology

If possible, outside the bank,
a seminar room and 1 group
room, flipchart, projector


Fee

4 daily rates


Keywords

Housing in old age, portability in old age; sell, rent, bequeath, right of residence, right of use

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