Loan assumption playbook for agents and investors | Safe To Assume

Close the listings that died at 7%.

Every FHA, VA, and USDA loan originated before 2022 is a potential assumption. Most of them are sitting in your MLS right now, unmarked and unsold. This guide shows you how to find them, structure the gap, and close with your client still on the file.

Two guides, matched to your role

The Agent Playbook or The Investor Playbook

  • The five-step MLS filter for spotting assumable listings in under ten minutes
  • The blended-rate math, worked on a real $420,000 Arizona deal
  • How the gap gets funded with a second mortgage, and what the buyer needs to qualify
  • The FHA occupancy rule, the VA entitlement rule, and the 45 to 90 day timeline
  • Word-for-word scripts for the seller, the buyer, and the listing agent
  • Buyer and seller document checklists the servicer will ask for

Get the professional guide

Tell us your role and we send the right one: agents get the listing playbook, investors get the acquisition playbook.

One guide, then a short email series with deal examples. Unsubscribe any time. We never sell your information.

What you get by referring a deal

You stay on the file

Agent of record on your listing or your buyer. Trystan supports the structure; he does not replace you.

A tool other agents do not have

Most agents in your market have never closed an assumption. You will walk in with the numbers and a lending partner ready.

Numbers in 24 hours

Send the address, loan type, approximate balance, and list price. You get a full analysis back within a day. No obligation.

How referrals work

You spot the candidate

Listing 90+ days on market with a government loan, or a buyer who cannot make the payment at 7%.

We run it and structure it

Trystan and the gap lender analyze the deal, pre-qualify the buyer for the second mortgage, and map the servicer timeline.

We close it together

You manage your client. We manage the assumption package and the two closings. Everyone gets paid.

Get the guide

Choose your role. The right playbook lands in your inbox in about a minute, followed by a short series with real deal examples.

Have a deal to run right now? Email the address and loan details and skip the form.

Get the professional guide

Tell us your role and we send the right one: agents get the listing playbook, investors get the acquisition playbook.

One guide, then a short email series with deal examples. Unsubscribe any time. We never sell your information.

Safe To Assume
Trystan Trenberth eXp Realty

Safe To Assume is a service of Trystan Trenberth, a licensed Arizona real estate agent with eXp Realty, and Bramhall Investments Inc.