Welcome to the EXPERT Series

Funding Series Part II - Private Fund Building

Recommended for experienced brokers licensed more than 2 years, 200+ deals funded or have completed Part I - Underwrite and 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.

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!

Program Components

Training Modules

Comprehensive 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 maximise results with differentiating techniques.  These training modules go above and beyond just reading the content of the workbook that you will receive - they explain in detail how to maximise the use and results of this Program in your business.

Templates

Includes a number of documents (templates, scripts, calculators and/or tools) for you to download to help you get started in your mortgage business.  Point and Click easy to use soft copy templates to maximise your business growth and deliver value to your clients - no reinventing the wheel required - no technical experience required.  You will find these templates listed under the specific Training Module they belong too and just click to download.  While your Program is still active on line (expires after 365 days) or your VIP Membership is in good standing, updates to these templates will happen automatically and you will be advised by email so that you can download the updated version.

Workbook

An invaluable workbook has been sent to you 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.  Refer to this workbook while you are watching the training modules.