Curriculum
Week 1A - The Dream And The Business Plan
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Week 2A - Foundational - Why Are We Different
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Week 2B - How Can We Help Our Clients
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Week 6 Understanding the Business
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- 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
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Week 7F - Debt Freedom Part II
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- 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
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Week 8B - Ratios
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Week 8C - XLSX Spreadsheet Primary Calculator
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Week 9 - Mortgage Application Process Part I
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- 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
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Business Impact Tuesdays - 8:30PM AST/7:30 PM EST - https://m3-grp.zoom.us/j/94070329322?pwd=eE0vVE1jTzNuZUJURnBibzdVR1o4QT09
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- 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
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Thursday's Business Training 19:00AST
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Thursday's Advance Training 20:30 AST
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TGIF Lunch Meeting! 12:30 AST
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