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Pepine Realty × Landmark Mortgage Planners

A new strategic alliance built to help more buyers move forward.

A practical, education-first partnership designed to help Pepine agents surface viable paths earlier, explain tradeoffs with confidence, and solve financing scenarios before they become transaction problems.

Tuesday, August 25, 2026Lunch-and-learn

Pepine Realty, GainesvilleExact room details will follow

10:30–11:30 AMLandmark-provided lunch begins at 11:30 AM

Reserve my seat Preview the learning series

What this alignment means for Pepine agents

Not another product presentation. A better planning conversation.

01

See possibilities earlier

Recognize scenarios that deserve a planning conversation before the buyer gives up or the deal gets fragile.

02

Explain the tradeoffs

Help clients compare paths with clarity—without turning the agent into the lender or reducing every decision to rate.

03

Bring the right team in

Know when to connect a buyer with Landmark for a structured, scenario-specific conversation and a cleaner next step.

The advanced learning series

Four Pepine-only workshops. Six connected planning topics.

September–October 2026Schedule coming soon

01

HECM for Purchase

Understand where an age-qualified purchase strategy may create flexibility—and how to introduce it clearly and responsibly.

90-minute workshop · Date coming soon

02

DSCR Investor Financing

Frame investor scenarios around property cash flow, documentation, and the questions that should be resolved early.

90-minute workshop · Date coming soon

03

Non-QM Solutions

Recognize buyers whose income story may not fit a standard box and learn when a deeper planning conversation is worthwhile.

90-minute workshop · Date coming soon

04

Physician Loan Program

Explore the planning considerations that can matter for physicians navigating income, employment, and liquidity transitions.

90-minute workshop · Date coming soon

05

One-Time-Close Construction

See the major decision points in a construction-to-permanent path and how agent, buyer, builder, and lender coordination fits together.

90-minute workshop · Date coming soon

06

Opportunity Cost & Strategic Mortgage Planning

Move beyond payment-only thinking to explain tradeoffs involving liquidity, timing, and the buyer’s broader plan.

90-minute workshop · Date coming soon

The six topic areas will be organized across four advanced workshops. Dates, times, and attendance details are awaiting Rob and Pepine confirmation.

Private campaign kit

The communication system is already mapped.

These messages show how the experience can stay organized from invitation through the workshop-series handoff. Every item is a draft. Nothing is scheduled or enabled.

Draft copy Unscheduled

01Initial invitationEmailDraft · Unscheduled

Subject: A new Pepine advantage starts August 25

Pepine Realty and Landmark Mortgage Planners are beginning a new strategic alliance designed to help agents identify more viable paths earlier, explain financing tradeoffs more clearly, and keep promising transactions moving. Join us at Pepine Realty in Gainesville on Tuesday, August 25 from 10:30–11:30 AM. Landmark will provide lunch beginning at 11:30. We’ll introduce the planning approach and preview four advanced workshops coming in September and October.

02Initial invitationSMSDraft · Unscheduled

Pepine agents: join Landmark Mortgage Planners Aug. 25 from 10:30–11:30 AM for a team meet and greet and mortgage-planning overview. Landmark will provide lunch at 11:30. Preview and reserve: [private link]

03Immediate confirmationEmailDraft · Unscheduled

Subject: Your Pepine × Landmark seat is being held

Thanks for registering. We’ve saved your details for the Pepine × Landmark team introduction on Tuesday, August 25, 2026 from 10:30–11:30 AM at Pepine Realty in Gainesville. Landmark will provide lunch beginning at 11:30. We’ll send the exact room once confirmed.

04Immediate confirmationSMSDraft · Unscheduled

You’re registered for the Pepine × Landmark meet and greet on Aug. 25 from 10:30–11:30 AM. Landmark will provide lunch at 11:30. Exact room details will follow. Reply STOP to opt out; HELP for help.

0524-hour reminderEmailDraft · Unscheduled

Subject: Tomorrow: the Pepine × Landmark alliance begins

Tomorrow from 10:30–11:30 AM we’ll meet for a focused overview of Landmark’s education-first mortgage planning approach and the four advanced workshops planned for September and October. Landmark will provide lunch at 11:30.

06Two-hour reminderSMSDraft · Unscheduled

Reminder: the Pepine × Landmark meet and greet begins at 10:30 AM today at Pepine Realty in Gainesville. Landmark will provide lunch at 11:30. Reply STOP to opt out; HELP for help.

07Post-event follow-upEmailDraft · Unscheduled

Subject: Next: four Pepine-only advanced workshops

Thank you for joining us. Today was the overview; the next step is a four-part series of advanced workshops across September and October. The sessions will take the six curriculum areas deeper with practical scenario framing, questions to ask, and decision points to surface early. The complete schedule and registration details are coming soon.

What is live in this private review

A real system with honest boundaries.

Responsive invitation and curriculum experience

D1-backed, duplicate-safe RSVP capture

Server-side HighLevel contact and additive-tag integration

Draft email and SMS sequence

Scoped HighLevel token configured server-side

Private Landmark Slack lead channel and one anchor thread created

End-to-end synthetic RSVP verification pending explicit approval

Every email, SMS, workflow, date, and send remains disabled

The first conversation starts here

Bring the scenario. Landmark will help structure the conversation.

Reserve a seat for the August 25 introduction from 10:30–11:30 AM. Landmark Mortgage Planners will provide lunch beginning at 11:30; exact room details will follow.

Reserve my seat

Reserve my seat