Expert Funding Series - Business for Self & Self Employed

Welcome to Expert Funding Series Part 1 - Business for Self

This program is part of our EXPERT Series: Funding 101: Underwriting and creative financing solutions for unique clients that might not fit in the box! Unique tools, scripts, calculators and templates! 

Underwrite and Fund Self Employed Clients

Recommended for brokers licensed more than 2 years, 20+ deals funded or have completed the NEW Mortgage Agent Starter Program. This is one section of our Expert Alternative Client Funding Program!

Maintain some sanity and learn unique underwriting skills and techniques that top producers use to fund their self employed clients. You will gain not only underwriting techniques, but also techniques to have those tough conversations with your clients

  • Fully Qualifying
  • Stated Income
  • NIQ
  • Increased rate vs. increased tax trade offs
  • And so much more... 

Some of the key templates you will receive access to are:

Qualifying Calculator Spreadsheet

Comparable Options Template


Program Components

Training Modules: A comprehensive set of 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 large number of documents (templates, scripts, calculators and/or tools) for you to download to help you work effectively and efficiently. 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. 

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.