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Train 2 Succeed Mortgage Brokers
Week 1A - The Dream And The Business Plan
Vincent - What is your list of hot prospects (24:12)
Jason -Booking Training Appointments Scripts for Renewals, Refinances, Purchases and Pre-Approvals (14:52)
Disclaimer for non-licensed reps (7:31)
Week 2A - Foundational - Why Are We Different
Jason - What is a Collateral Mortgage? (6:52)
Jason - Introducing the Collateral Mortgage Video to Clients (3:37)
Dawson - What is a Monoline Lender and Why is it Simply Better? (6:52)
Week 2B - How Can We Help Our Clients
Trudi - How to get someone into a home quicker - Provincial Programs (16:23)
Trudi - How to get someone into a home quicker - Federal Programs (15:05)
Week 6 Understanding the Business
Understanding The Business - Understanding Numbers LTV GDS, TDS (58:31)
Understanding The Business - Simplified Client Qualification tools Template Version 4.0 (62:20)
Understanding The Business - Understanding The Rate Table (18:49)
Understanding The Business - First Time home Buyer (72:37)
Understanding The Business - Using RRSP Money (25:49)
Understanding The Business - CMHC Fees
Understanding The Business Video - What Is A Collateral Mortgage And Why Is It Bad (6:52)
Understanding The Business Video - The Difference In Buyout Penalties Between Royal Bank And Lendwise
Understanding The Business - Focus, Commitment or (38:25)
Week 7E - Debt Freedom
Vincent - Debt Freedom Solution (7:18)
Debt Freedom Achievement - Vincent Presentation (7:31)
Debt Freedom Achievement - Budget Worksheet
Week 7F - Debt Freedom Part II
Debt Freedom Achievement - Setting your First Appointment
Debt Freedom Achievement - Financial Needs Analysis (40:16)
Debt Freedom Achievements - Putting The Plan Together (49:13)
Debt Freedom Achievement - Adding Money to the Principal of a Mortgage (9:35)
Debt Freedom Presentation - Atlantic Canada (Newly Updated)
Debt Freedom Presentation - Ontario / Western Canada (Newly Updated)
Debt freedom Achievement Achievement - How To Get Referals (29:25)
Debt Freedom Achievement - Debt Freedom Brochure Roleplay (18:37)
Week 8A - Income Introduction
Dawson - Salary position / Guaranteed hourly wage (5:56)
Non-guaranteed hours, overtime, bonus (1:49)
Dawson - Self-employed / Corporation (3:19)
Week 8B - Ratios
Understanding the Business - LTV (7:22)
Understanding the Business - GDS & TDS (4:41)
Week 8C - XLSX Spreadsheet Primary Calculator
XLSX Spreadsheet - Simplified Client Qualification Tool (62:20)
Week 9 - Mortgage Application Process Part I
Dawson - Email to Start Application and Gather Documents Purchase
Dawson - Email to Start Application and Gather Documents Refinancing
Dawson - Email to Start Application and Gather Documents Switch
Dawson - Email to Start Application and Gather Documents if you are Business Owner
Dawson - Dawson's Checklist To Process Mortgages 2 (43:21)
Canada Child Benefit and Child Support (7:08)
Week 11 Mortgage Boss
Filling out an application with an Third applicant (68:51)
Filling out an application Refinancing A Property (55:37)
Mortgage Boss - Where To Send Your Files
Mortgage Alliance - File, Logo, Documentation
Mortgage Alliance - Pre-Approval Presentation
Business Impact Tuesdays - 8:30PM AST/7:30 PM EST - https://m3-grp.zoom.us/j/94070329322?pwd=eE0vVE1jTzNuZUJURnBibzdVR1o4QT09
What Is That Meeting All About?
12.20.22 - BIT - The ONE Thing (45:01)
01.17.2023 - BIT - Goal Setting for 2023 - Part 2 - It's a Numbers Game!! (13:03)
01.17.2023 - BIT - Goal Setting for 2023 - Part 3 - Let's look at an example! (36:02)
01.10.2023 - BIT - Goal Setting for 2023 - Part 1 - How to Get Started (92:00)
01.24.2023 BIT - best approach for lead generation (67:51)
The Ins and Out Of Life insurance, Wednesday's 20:00 AST
What Is That Meeting All About?
Thursday's Business Training 19:00AST
What Is That Meeting All About?
Thursday's Advance Training 20:30 AST
What Is That Meeting All About?
Lender - Home Trust - Robyn Crane - Equity Bank Visa LOC Jan 19, 2023 (33:07)
New Home Owner Presentation - Vince Savard - 02.02.2023 (57:38)
Prospecting - Donick Abad - 04.27.2023 (52:28)
TGIF Lunch Meeting! 12:30 AST
Building To RVP Feb 3 (64:12)
TGIF NOvember 2022 (50:01)
What Is This Meeting About?
Teach online with
Jason -Booking Training Appointments Scripts for Renewals, Refinances, Purchases and Pre-Approvals
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