Learn unique ways to become an expert in a specific niche market – from funding to lead generation and target demographic marketing that works.
You will receive the following when you purchase any one of our courses.
Training Modules
A comprehensive set of training modules that will walk you through all elements of the program while providing invaluable information and insight and narrated by a top producing mortgage broker. Learn how to implement, use and maximize results with differentiating techniques.
Templates
Includes a set of templates, scripts and real tools to help you get started in your mortgage business. Point and Click easy to use soft copy templates to maximize your business growth and deliver value to your clients - no reinventing the wheel required - no technical experience required.
Workbook
Valuable workbook that is a step by step guide to learning, understanding, and implementing the program content. A guide that will be used over and over again - while initially learning the program and then for future reference. Start to build your library of knowledge and experience.
Recommended for experienced brokers licensed more than 2 years, 200+ deals funded or have completed Part I - Underwrite and Fund Alternative Clients.
Purchase individual sections of the Creative Financing Part II
Maintain some sanity and learn unique underwriting skills and techniques that top producers use to fund their more challenging clients; from Alternative B to Sub Prime such as:
Don’t wing it and make expense mistakes that will impact you, your brand and your clients.
Unique tools, scripts, calculators and templates that are priceless. Recommended for brokers licensed more than 2 years, 20+ deals funded or have completed the Mortgage Agent Starter Program.
*BONUS: Program includes a complete chapter on funding your more traditional client profile.
Purchase Today for $659
Underwrite & Fund Alternative Clients
Creative financing techniques and strategies that not only give you a clear edge but also provide unlimited growth opportunities for your business that you never dreamed would be possible – maybe you are bored of data entry and tired of fighting with rate shoppers! Learn innovative & creative financing solutions for their clients, fund more mortgages, but most important, limit the time and stress of trying to “figure it out”. You have built a large database of clients that isn’t being mined properly and you know there is potential there for more! Stop spending any more money on marketing when you have a goldmine already in your business – this program will show you how.
Get the freedom to choose; fire the clients that currently drive you nuts, drain your time or make you wish you weren’t a mortgage broker, and instead truly differentiate and take control of your business.
This program will increase your revenue and teach you Creative Financing Techniques such as:
Unique tools, scripts, calculators and templates that are priceless. Recommended for experienced brokers licensed more than 2 years, 200+ deals funded or have completed Part I - Underwrite and Fund Alternative Clients Program.
Purchase Today for $899
Complete Creative Financing Package
OR
Factoring Loans
Fluctuations in cash flow and lengthy collection of receivables can be a business breaker for any entrepreneur, including mortgage brokers. Support your business clients in borrowing against their Accounts Receivable to free up cash while balance the risk and rewards for both!
Purchase Today for $40
Private Fund Building
Tired of co-brokering private deals or see hefty lender/broker fees impact the suitability for your clients? Consider building your own source of private funds; Learn about private fund building such as self-directed RSPs, LIRAs, TFSAs, borrowed equity and cash. Grow your business and differentiate!
Purchase Today for $160
Save 20%!
Purchase today the entire Financing Series for just $1299!
Recommended for brokers licensed more than 2 years, 20+ deals funded or have completed the NEW Mortgage Agent Starter Program.
Credit Improvement Action Plan
Bad things happen to good people. Whether it is a divorce, lost job or income, moving province, family or personally illness, these all present challenges for everyone. As part of being a mortgage professional, you provide sound advice, education and a clear plan on how your client can rebuild their credit, overcome challenges in qualifying for financing and of course in turn meet their home ownership dreams.
Purchase Today for $120
Help your clients become credit worthy again – no matter the challenges in the past – with this easy to use point-n-click Credit Improvement Action Plan that will not only add value to your clients, create that wow factor but only take a few minutes to complete.
12 unique creative marketing strategies and plan. Learn multiple leveraging and financing tactics to differentiate with both small, sophisticated and professional landlords. A step-by-step Marketing Plan for success that starts with how to educate and share your knowledge. Learn about creative financing options and strategies that create wealth through real estate no matter the quadrant of wealth your client is focused on! Acquisition and exit strategy synergy for your clients.
Purchase Today for $299
Lead Generation
Communicating as an expert using a Real Estate Investment Financing Plan template that assists them in purchasing and refinancing an unlimited portfolio while not getting “capped out” is key. A step-by-step process for success is guaranteed to wow your sophisticated investors! Detailed questionnaires, and option templates that outline a clear plan to ensure your client feels secure in their real estate investment strategy.
Purchase Today for $299
Add Value & Differentiate
Breakdown and understanding of all lender guidelines and investor strategies including property types, varying GDS/TDS calculations, VTB’s, secondary financing, add-backs, hold-co and op-co covenant guidelines and more. Techniques for overcoming challenges and offering solutions for acquisition and exit strategy synergy. Don’t Cap Out your clients – learn the benefits of a complete funding plan and clients for life!
Purchase Today for $349
Underwrite & Fund
Purchase the individual Real Estate Investor PowerPoint Presentations - Tools for Discussing with Your Clients
Powerpoint Series
REI 101 - Is Real Estate Investing for You?
REI 102 - Landlord or Banker? How do you choose.
REI 103 - Rent or Lease to Own 101
REI 104 - Rent or Lease to Own 102
REI 105 - Understanding your Credit Bureau and Your Tenants
REI 106 - Tenant Pre-Screening for Success
REI 107 - Your Investor Power Team - Building & Utilizing
REI 108 - Self Directed RRSP's - What, why & how?
Purchase individually for $34.99 each.
OR
Buy the entire set for $305
Become the Power Team mortgage broker of choice with real estate investors. A complete program specifically for finding, developing and maintaining relationships and funding for serious real estate investors – Whether small to sophisticated and professional landlords.
Market share with first time home buyers is over 50% and growing - a great target customer that benefits from the education and added value you provide. Learn how to find and attract first time home buyers through a point and click marketing plan. Understand their fears, wants and needs and learn how to address concerns and overcome objections. Truly differentiate yourself from the competition by leverage and building a database of first time home buyers that will become your customers for life - or until their mortgage burning party! Abundant and endless referrals streaming in! Great starting point for new agent as you know more than your client does!
Purchase Today for $299
Lead Generation
An effective step by step process and deal flow that builds a strong relationship and leverages your added value against your competition during the house hunting and purchasing stage. Overcome objections and challenges from influencers while creating loyalty that guarantees to convert to income and of course clients for life! Purchasing their first home requires providing multiple options and scenarios to your client – a clear communication strategy that includes templates and added value marketing pieces and more.
Purchase Today for $299
Add Value & Differentiate
Essential underwriting techniques top producers use that will ensure fast efficient approvals and funding. Learn how to fund mortgages for traditional clients quickly and efficiently and not make mistakes. Know what to ask your client the first time so no back and forth. Your first time home buyers don’t know what you need to know so learn how to ask the vital secondary questions to underwrite accurately and provide the right mortgage that meets their client’s needs . Troubleshooting techniques so that you don’t wing it and make expensive mistakes that will impact you, your brand and your clients. Unique tools, calculators and templates that are priceless
Purchase Today for $349
Underwrite & Fund
Become the mortgage broker of choice for first time home buyers and their friends and family! A complete program specifically for finding, developing and maintaining relationships and funding for first time home buyers – untapped potential to grow your business with customers for life or until their mortgage burning party!
Purchase the individual First Time Home Buyers PowerPoint Presentations - Tools for Discussing with Your Clients
PowerPoint Series
FTHB 101 - Is now the right time to buy for you?
FTHB 102 - Budget & Planning: What can you afford?
FTHB 103 - Step-by-step to Buying Your First Home!
FTHB 104 - Your Credit Score & How to Save Unnecessary Interest
FTHB 105 - First Time Home Buyer Incentives & How to Claim Them
FTHB 106 - Mortgages: How to Select the Right One for You!
FTHB 107 - Financing a Fixer Upper & Renovations: Now & Later
FTHB 108 - So you aren't ready: Future Home Owner Action Plans
Purchase individually for $29.99 each.
OR
Buy the entire set for $260