Founding Members — First 20 Spots

Serve older clients with more skill, and build a practice around it.

Online training and the CSREC™ certification for real estate agents who serve older adults.

The Senior Advantage Academy gives real estate agents the training, tools, and CSREC credential to work confidently with older adults and their families, and to build a sustainable business doing it.

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The Senior Advantage Academy shield
10,000+
Baby boomers turning 65 daily
$84T
Wealth transfer already underway
9
Self-paced modules, lifetime access
3
Founding member spots left
Lisa Dunn, founder of the Senior Advantage Academy
Our Standard

Your clients deserve more than an agent who "works with seniors."


The senior real estate market isn't a niche you dabble in — it's a discipline. It calls for real process, real business acumen, and real expertise in what makes the mature market fundamentally different.

That's what the Senior Advantage Academy was built to deliver: training that changes how you work, and a credential — the CSREC™ (Certified Senior Real Estate Consultant) designation — that signals genuine expertise to clients, families, and referral partners.

Built and taught by Lisa Dunn, working with older adults and their families since 2003. Meet Lisa →

Become a CSREC. Become the advantage.
Is This You?

Built for agents who take this market seriously

Ready to Specialize

You've helped a parent move, or had a handful of older clients, and you know there's more to it than a regular listing. You want a real process for the conversations, the family, and the timeline.

Building for the Long Term

You're not chasing a quick badge. You want a credential and a practice built on real coursework, real accountability, and a referral network that compounds over time.

Client-First, Always

You believe the biggest transition in someone's life deserves an agent who genuinely gets it — and you want the tools to back that belief up with real expertise.

The Curriculum

9 modules. Real skills. A credential that means something.

A self-paced online program with live weekly coaching — built around strategies you can apply immediately with real clients, not theory to think about later.

01

The Senior Advantage Mindset

Why this market is different, the business case for specializing, and your role: guide, not therapist, not fixer.

02

Senior Housing 101

Staying put, rental communities and care settings, ownership and buy-in options, and how to find out what it all costs.

03

The Family Dynamics Playbook

Adult children, out-of-town siblings, partners with different care needs, and how to spot financial exploitation.

04

The Assessment/Listing Presentation

The first call, the pre-list packet, the in-home assessment and tour, and a second-meeting presentation built for older sellers.

05

The Move Plan & Vendor Network

A move plan from first meeting to moving day, and how to build, vet, and introduce your vendor team.

06

Managing the Senior Transaction

Accommodation and safety, pricing, staging, showings and offers, title readiness, and keeping the family informed.

07

Marketing Without the Cringe

Educational presentations, referral-partner materials, and relationships that grow over time.

08

Ethical, Confident Conversations

Capacity, conflicts of interest, what reporting actually requires of you, and saying the hard thing.

09

Your Implementation Roadmap

Your 90-day plan, plus the optional path to the CSREC credential.

Every student also gets the weekly live Mastermind, ongoing for as long as you’re a member — mindset, scripts, and business systems.

Weekly Mastermind Group: live on Skool, Fridays 11:00 AM–12:00 PM Central, starting October 16, 2026.

See the Program
CSREC (Certified Senior Real Estate Consultant) credential shield
The Credential

Earn the CSREC designation


The Certified Senior Real Estate Consultant (CSREC) designation is an optional step beyond course completion — one that signals real expertise to clients, referral partners, and the market.

01
Finish the modules and 5 coaching sessions (at least 3 live, up to 2 from replays; weekly Mastermind calls count)
02
Complete Local Market Verification, the Ethics Affirmation and the Course Evaluation
03
Apply and pay $244 ($75 application + first year’s $169 renewal)
04
Take the test — 70% to pass, unlimited tries 24 hours apart
05
Become a Certified Senior Real Estate Consultant
Founding Enrollment

The founding price is for the first 20 students only

First 20 Students
$147
One-time payment · lifetime access. Once founding spots are filled, standard enrollment is $497 through Dec 31, 2026, and $997 starting Jan 1, 2027.
  • 9 self-paced modules, lifetime access
  • Weekly live Mastermind, ongoing for members
  • Full path to the CSREC certification
  • Founding member status, locked in
Become a Founding Member
Weekly Mastermind Group: live on Skool, Fridays 11:00 AM–12:00 PM Central, starting October 16, 2026.
Limited to 20 students — not a time-limited window.
The Advantage Is Yours to Take

Ready to make this your specialty?

Start with Module 1 this week, and join us live on Friday.

Not ready to enroll? Join the free live webinar, Effective Listing Presentations for Older Adults, on Wednesday, Oct 21, 10:00–11:30 AM CT.

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