For Tax Professionals

Mortgage workshops and guides for your clients

District Mortgage offers free mortgage workshops and co-branded guides for tax professionals' clients, with no referral fees in either direction.

What we offer tax professionals

Educational Workshops

We co-host sessions for your clients on first-time homebuyer tax benefits, the tax effects of refinancing, and how tax returns affect mortgage qualification.

Client Resources

Co-branded guides that explain how buying or refinancing a home affects your clients' taxes.

A licensed loan officer to call

When your clients have mortgage questions, they can call a licensed DC loan officer.

Workshop topics

First-Time Homebuyer Tax Benefits
How Your Tax Return Affects Mortgage Qualification
Tax Implications of Refinancing
Self-Employment Income: Tax Returns and Mortgage Qualification
Investment Property Tax Benefits and Mortgage Options

Contact us about a workshop

Send a message to set up a workshop or request co-branded guides.

First Name

Last Name

Phone

Loan type

Message

By providing my phone number and checking this box, I consent to receive calls and text messages from District Mortgage at the number provided, including via automated technology, about my mortgage inquiry — application status, appointment reminders, and customer care. This is not consent to receive marketing or promotional messages. Consent is not a condition of purchase. Message frequency varies. Message and data rates may apply. Reply STOP to opt out or HELP for help at any time. See our SMS Terms and Privacy Policy.

Optional. Separately, I consent to receive marketing and promotional text messages from District Mortgage at the number provided, including via automated technology — rate alerts and mortgage tips. This consent is separate from the consent above, is not required, and is not a condition of purchase. Message frequency varies. Message and data rates may apply. Reply STOP to opt out or HELP for help at any time. See our SMS Terms and Privacy Policy.

By submitting this form, you agree to our Privacy Policy. We respect your privacy and will not share your information with unaffiliated third parties without your consent.

Compliance Note: This is an educational collaboration, not a referral arrangement. District Mortgage does not pay referral fees or any form of compensation for mortgage referrals, in compliance with RESPA Section 8. All workshops and materials are genuinely educational in nature. NMLS #2819502. Equal Housing Opportunity.

← Back to District Mortgage