Intro + Purpose + "The 10-Year Plan"
Our 3 Core Competencies + Our Approach to Personal Finance
Free Prize #1
Nature of "The Mortgage Lending Game" & Its 3 Key Players
3 Sales/Distribution Channels
Financial Curriculum For Life
Mortgage Lending/Personal Finance
- When: one five-day business week every month (monday - friday from 5-9p)
- Where: in the conference room in our office (1700 s el camino, suite 503, san mateo, CA 94402)
- Training Fee: $950 ($475 before training + $475 on the 1st day of training)
- Our Unconditional Guarantee: if you don't feel that you have received at least ten times in value what you have invested in the training (by the end of the day on friday), we refund all of your money—no questions asked!
- What to Bring: your simple, clear, concise personal business plan, a mortgage calculator, pen & paper, a curious mind with loads of questions, & healthy, energizing snacks
- Breaks: one twenty-minute break every training session
Training Agenda
- Day 1
- Day 2
Review Day 1 + Preview Today
Free Prize #2
Understanding Our All-Important Credit Report
Credit Score Optimization
Credit Resources/Contacts
Free Prize #2
Understanding Our All-Important Credit Report
Credit Score Optimization
Credit Resources/Contacts
- Day 3
Review Day 2 + Preview Today
Free Prize #3
Pre-qual Survey
All About 2nd Mortgages
Key Industry Ratios
Free Prize #3
Pre-qual Survey
All About 2nd Mortgages
Key Industry Ratios
- Day 4
Review Day 3 + Preview Today
Free Prize #4
Loan Program Qualification
Loan Program Guidelines
Free Prize #4
Loan Program Qualification
Loan Program Guidelines
- Day 5
Review Day 4 + Preview Today
Free Prize #5
All About 1st Mortgages + Our 1st 30 Days Plan Our Work + Work Our Plan (Prospect Prospect Prospect)
Free Prize #5
All About 1st Mortgages + Our 1st 30 Days Plan Our Work + Work Our Plan (Prospect Prospect Prospect)

