Welcome to BUILD Real Estate Investors PowerPoint Series: Real Estate Investors PowerPoint Series - Tenant Pre-Screening for Success


Become the Power Team mortgage broker of choice with real estate investors as well as other potential business partners such as realtors, accountants, lawyers etc. Providing educational webinars, seminars and lunch n learns will help you specifically for finding, developing and maintaining relationships with serious real estate investors. It starts with education and this particular PowerPoint is one of 8 in the series (consider the bundle package under Packages for more information on savings to purchase the complete series).


This particular PowerPoint Tenant Pre-Screening for Success covers the following information for your prospective and existing clients:

  • Why Pre-Screening is Important
  • Key Pre-Screening Steps including:
    • Initial Phone Interview & Call
    • Meeting before the View
    • View the Property and Key Questions
    • Completed Application
    • Credit Bureaus – what are they, and how to read them
    • Reference Checks
    • Employment Verification
    • Confirmation of security deposit and any advance rent
    • Lease signed and deposits/advance rent collected
    • Walk thru and Move In
  • What’s Next?
  • Top Tips for Tenant Pre-Screening Success


Program Components - What Do You Get?

Training Modules: A comprehensive training module that will walk you through how to make changes to the PowerPoint presentations. Note: This course will not teach you how to use PowerPoint as a software program, you are required to have that knowledge already.

Template: Includes two PowerPoint templates for you to download and edit - one for webinars and the other for seminars/lunch n learns. This program ONLY includes PowerPoint presentations and not complete steps to organise, host, manage, and put butts in the seats etc,; these are included in the full Build - Real Estate Investors - Lead Generation Program.

Workbook Not Required: In a majority of our programs we provide an invaluable workbook where you can make notes etc. With this particular program it is not required as it is relatively straight forward and easy to follow.


Here is the complete series just in case you want to consider the bundle package (Packages):

  1. Build - Real Estate Investors PowerPoint Series - Is Real Estate Investing for You?
  2. Build - Real Estate Investors PowerPoint Series - Landlord or Banker? How do you choose.
  3. Build - Real Estate Investors PowerPoint Series - Rent or Lease to Own 101
  4. Build - Real Estate Investors PowerPoint Series - Rent or Lease to Own 102
  5. Build - Real Estate Investors PowerPoint Series - Understanding your Credit Bureau and Your Tenants
  6. Build - Real Estate Investors PowerPoint Series - Tenant Pre-Screening for Success INCLUDED IN THIS PURCHASE
  7. Build - Real Estate Investors PowerPoint Series - Your Investor Power Team - Building & Utilizing
  8. Build - Real Estate Investors PowerPoint Series - Self Directed RRSP's - What, why & how?


Updates and Upgrades to the Program:  When you purchase our programs you have access to any and all updates for a 365 day period. You will receive updates to these any templates as well as program upgrades automatically. This membership also gives you access to our Bank of Canada template to send out to your database for all the fixed announcement dates, attendance and recordings of our member’s only webinars, and 30 minutes of free coaching per year with Chief Education Officer - Claire Drage - a top performing mortgage broker and trainer in the industry. After 365 days of purchase you will be required to pay $99/year to keep your membership in good standing.  


REMINDER, APPROVED USE AND COPYRIGHT INFRINGEMENT: Please remember that you have purchased the right to use this program, its training modules and templates. Do not distribute to anyone other than your own staff and assistants to be used on your own mortgage clients ONLY. It is forbidden to sell or distribute without permission from The Lion's Share Group Inc as per the Terms and Conditions agreed upon when you ordered this program.

About the instructor

Chief Education Officer

Claire Drage

Claire Drage, CEO and Owner of The Lion’s Share Group, founded the company in 2010 in order to share her methodology with others in her industry, with the main goal of assisting mortgage agents in capturing the “Lion’s Share” of the mortgage market in Canada.Born in England, Claire’s entrepreneurial spirit and a sense for adventure led her to move to Tenerife, Canary Islands for twelve years before coming to Canada in 1998. It is in Calgary that she became a successful Mortgage Agent. Claire subsequently moved over to the lending side of the business holding Business Development positions at two National mortgage lenders before a promotion moved her and her family to Toronto in 2006. As the Director of Broker Origination, her key responsibilities included managing a growing sales team across the country. Her energy, enthusiasm and a strong ability to add value helped drive corporate goals and meet their objectives. After moving back to the broker side of the business as Regional Vice President, Eastern Ontario and Atlantic Region for a National Brokerage, Claire’s entrepreneurial spirit once again took over as she decided to step back into her broker shoes as a Mortgage Broker in Freelton, Ontario.Claire has many years of experience in our industry from both perspectives – as an Agent, then Broker and a lender. Claire is a very successful Mortgage Broker in Ontario, having increased her origination's substantially with consistency and is ranked in the top 1% nationally and No.2 Team Leader with her brokerage.She was awarded Reader’s Choice Mortgage Broker of the Year 2014 with Canadian Real Estate Wealth Magazine as well as recently named Mortgage Broker of the Year 2014 with her brokerage. Also named Women of Influence 2015 by CMP - Canadian Mortgage Professional.Claire has used this experience to grow a large and successful team of producing agents herself, and create unique programs for mortgage professionals that are both proven and easily duplicated.She is a national speaker and an Elite Trainer for Real Estate Investors that follows the Rich Dad Poor Dad philosophy.