Event Schedule

  • Breakfast: 9:30
  • Class 1:
    10:00-11:00
  • Class 2:
    11:15-12:15
  • Round Table: 12:15

Join us for an impactful Pathway event featuring two powerful classes designed to give real estate professionals a competitive edge in today’s market. From unlocking the strategic advantage of property tax grievance to understanding cutting-edge protection against rising deed fraud, this session blends practical, revenue-driving knowledge with timely industry insights. Attendees will walk away with tools to better serve their clients, win more listings, and safeguard property ownership in an increasingly complex landscape.

Class 1: Property Tax Grievance as a Tool for Agents

Course Summary

For most people, there are many misconceptions and unknowns surrounding property taxes and property tax grievance. This class will help real estate agents understand how property taxes are calculated and how to determine whether or not a property may qualify for a tax grievance. Agents will also learn how a property tax analysis can benefit their clients, customers and business.

Learning Objectives

  • Explain why we pay property taxes
  • A brief history of property taxes
  • Understand how property taxes in Nassau and Suffolk counties are calculated, how properties are assessed and how to determine whether a property is taxed appropriately.
  • Discuss Market value vs. Assessed value
  • Understand how tax grievance can help you sell your listing faster, and provide more value to both buyer and seller
  • Use tax analysis to help you acquire NEW listings
  • Know the process to grieve property taxes
  • What to do if you receive a denial
  • Explain the qualifications for a grievance
  • Remember the importance to grieve every year
  • Know what the deadlines are for these counties
  • Understand the benefits for sellers / buyers / agents
  1. The newly formed agencies; both Government backed and Privately structured
  2. The creation of Mortgage Back Securities (MBS) along with the advent of the layered secondary markets and the different players Behind the Curtains
  3. Identifying the wide availability of consumer-based mortgage lenders
  4. Examine the flow-through relationships between the originating lenders and the secondary markets
  5. How this complex layered financial mechanism defines the ever-changing rate environments and lending credit policies

Class 2: DeedLock™: Smarter Protection Against Property Fraud

Deed fraud is rapidly increasing across the country due to AI, with criminals targeting property owners to illegally transfer ownership, take out loans, and attempt to steal equity—often without the homeowner knowing until it’s too late.

DeedLock™(Powered by Gold Patrons Data Technology) is a proactive monitoring and protection service designed to catch these threats early and help prevent devastating financial loss. With 24/7 surveillance on your property’s title, we ensure you’re immediately alerted to any suspicious or unauthorized activity.

With DeedLock™, you get:

  • 24/7 Title Monitoring – Continuous tracking of your property records for any changes
  • Instant Alerts – Immediate notification if suspicious activity is detected
  • Fraud Prevention Support – Guidance on next steps to secure your property
  • Legal Fee Coverage – Protection against costly legal battles (for active members)
  • Peace of Mind – Confidence knowing your home is being actively protected

DeedLock™ helps stop fraud before it escalates—so you can protect your home, your equity, and your future.