This program is part of our BUILD Series: Building Business 201: Targeted marketing strategies for lead generation in specific demographic market and customer segments.
Real Estate Investors
Real Estate Investors need a unique type of mortgage broker on their Power Team. Learn how to be unique, find and attract real estate investors through 12 creative marketing strategies. Learn multiple leveraging and financing tactics to differentiate with both small, sophisticated and professional landlords. A step-by-step process for success that starts with using templates, scripts and tools to educate and share your knowledge. Learn about creative financing options and strategies that create wealth through real estate no matter the quadrant of wealth your client is focused on! Great acquisition and exit strategy synergy for you and your clients.
Program Components
Training Modules: Comprehensive training with over 120 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 number of documents (templates, scripts, calculators and/or tools) for you to download to help you get started in your mortgage business. This includes 8 complete PowerPoint templates to customize to add extra wow and attract Real Estate Investors! 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.
Workbook: The workbook is a step by step guide to learning, understanding, and implementing the program content. A guide that will be used over and over again - while initially learning the program and then for future reference. Start to build your library of knowledge and experience. Refer to this workbook while you are watching the training modules.
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.
Module 2 Real Estate Investor Definition & Scope
FREE PREVIEWModule 3 Select Your Ideal Target Real Estate Investor
FREE PREVIEWModule 4 Who is Your Ideal Real Estate Investor
Module 6 Sophisticated Investor Definition & Expert Level
Module 7 Professional Landlord Investor Definition & Expert Level
Module 8 Niche Marketing Select Your Category of Real Estate Investor
Module 8 Niche Marketing: Select Your Category of Real Estate Investor Downloads
Module 9 Build Your Marketing & Business Plan to Find Your Target Real Estate Investor
Module 10 Small Investor Building Business Plan
FREE PREVIEWModule 11 Sophisticated Investor Building Business Plan
Module 12 Professional Landlord Investor Building Business Plan
Module 13.0 Your Existing Database
Module 13.1 Launch Your Expert Status
Module 14 E-Newsletter Targeting
Module 14 - Newsletter Articles Downloads
Module 15.1 Email Updates to Real Estate Investors Only
Module 15 - Email Updates to Real Estate Investors Downloads
Module 15.1.1 Cash Backs and or Credits on Closing
Module 15.1.2 Second Mortgages on Closing
Module 15.1.3 Down Payment & Closing Costs
Module 15.1.4 Vendor Take Backs
Module 15.1.5 Insured Versus UnInsured
Module 15.1.6 New Lenders Appearing
Module 15.1.7 Large Portfolios
Module 15.1.8 Corporate Names
Module 15.1.9 Commercial Underwriting Guidelines
FREE PREVIEWModule 16 Variable Rate Update to Real Estate Investors
Module 17 Power Team Meetings
Module 18 Annual Check-Ups Existing Clients & Questionnaire
Module 18 Annual Check-Ups Existing Clients & Questionnaire Downloads
Module 19.0 Networking Events ‐ General
Module 19.1 Building a Plan and Strategy
Module 19.2 Identify the Networking Opportunity and Group
Module 19.3 Have a Plan - Your Infomercial
FREE PREVIEWModule 19.4 Follow Up - True Money and Potential
Module 19.5 Track Your Success & Maintain Relationships
Module 19.6 Review and Adjust
Module 20.0 Real Estate Investment Clubs & Training Courses
Module 20.1 Clubs and Associations
Module 20.2 Training Companies
Module 21 Google Power
Module 22.0 Power Team Member & Creation - What is a Power Team
Module 22.1 The Inner and Outer Circles
Module 22.2 How to Build a Power Team
Module 22.3 Interview Questions - Inner Circle
Module 22.4 Interview Questions - Outer Circle
Module 22.5 The Goal, Membership and Multiple Teams
FREE PREVIEWModule 23.0 Real Estate Agents
FREE PREVIEWModule 23.1 Power Team Membership
Module 23.2 Declined Clients
Module 23.3 Diversify their Client Base
Module 24.0 Webinars Introduction & Steps
FREE PREVIEWModule 24.1 Webinar 9 Planning Steps for Hosting
Module 22.1 - Investor Power Team Download
Module 24.2 Webinar Planner
Module 24.2 - Webinar Planner Downloads
Module 24.3 Webinar Step 1 Topic
Module 24.4 Webinar Step 2 Time & Date
Module 24.5 Webinar Step 3 Software Platform
Module 24.6 Webinar Step 4 Promote
Module 24.6 - Labels for Business Cards Upcoming Event Downloads
Module 24.7 Webinar Step 5 Save the Date
Module 24.7 - Webinar Save the Date Invitation Download
Module 24.8 Webinar Step 5 Reminder & Register
Module 24.8 - Webinar Invitation Reminder & Registration Details Download
Module 24.9 Webinar Step 5 Reminder & Few Spots Left
Module 24.9 - Webinar Invitation Reminder & Few Spots Left Download
Module 24.10 Webinar Step 5 Reminder to Attend
Module 24.10 - Webinar Reminder to Attend Download
Module 24.11 Webinar Step 6 Host the Event
Module 24.12 Webinar Step 7 Follow Up & Attachments
Module 24.12 Webinar Follow Up & Attachments Downloads
Module 24.13 Webinar Step 7 Follow Up We Missed You
Module 24.13 Webinar Follow Up We Missed You Downloads
Module 24.14 Webinar Step 8 Track Your Success
Module 24.15 Webinar Step 9 Plan the Next One
Module 25 Build & Expert Intro Email (to be used for ALL REI Powerpoints) Opt
FREE PREVIEWModule 25.1 Real Estate Investor No 1. 101 Is It Right For You Presentation Instructions-1
Module 25.2 Real Estate Investor No 2. Landlord Or Banker How Do You Choose Presentation Instructions-1
Module 25.3 Real Estate Investor No 3. Rent To Own 101 Presentation Instructions-1
Module 25.4 Real Estate Investor No 4. Rent To Own 102 Presentation Instructions-1
Module 25.5 Real Estate Investor No 5. Your Tenants Credit Presentation Instructions-1
Module 25.6 Real Estate Investor No 6. Tenant Pre Screening Presentation Instructions-1
Module 25.7 Real Estate Investor No 7. Your Power Team Presentation Instructions-1
Module 25.8 Real Estate Investor No 8. Self Directed Rrsp's Presentation Instructions-1
Module 25 Powerpoint Presentations for Download
Module 26 Webinars Update Marketing & Business Plan
FREE PREVIEWModule 27.1 Seminars & Lunch n Learns Introduction
Module 27.2 Seminar Planner
Module 27.2 Seminar Planner Downloads
Module 27.3 Seminar Step 1 Topic
Module 27.4 Seminar Step 2 Time & Date
Module 27.5 Seminar Step 3 Venue & Location
Module 27.6 Seminar Step 4 Promote & Save the Date
Module 27.6 Seminar Step 4 Promote & Save the Date Downloads
Module 27.7 Seminar Step 5 Reminder & Register
Module 27.7 Seminar Reminder & Register Downloads
Module 27.8 Seminar Step 5 Reminder & Few Spots Left
Module 27.8 Seminar Reminder & Few Spots Left Downloads
Module 27.9 Seminar Step 5 Reminder to Attend & Map
Module 27.9 Seminar Reminder to Attend & Map Downloads
Module 27.10 Seminar Step 6 Host the Event
Module 27.11 Seminar Step 7 Follow Up & Attachments
Module 27.11 Seminar Follow Up & Attachments Downloads
Module 27.12 Seminar Step 7 Follow Up We Missed You
Module 27.12 Seminar Follow Up We Missed You Downloads
Module 27.13 Seminar Step 8 Track Your Success
Module 27.14 Seminar Step 9 Plan the Next One
Module 28 Seminar PowerPoints (go to Modules 25) Update Marketing & Business Plan
Module 29.0 Lunch n Learns
FREE PREVIEWModule 29.1 Other Topics - Credit, Debt, FTHB & Mortgage Check Ups
Module 29.2 What's in it for the Business Owner
FREE PREVIEWModule 29.3 Lunch n Learn Steps
Module 29.4 Lunch n Learn Steps & Planner
Module 29.4 Lunch n Learn Steps & Planner Downloads
Module 29.5 Lunch n Learn Step 1 Engage Employer or Business Owner
Module 29.5 Lunch n Learn Engage Employer or Business Owner Downloads
Module 29.6 Lunch n Learn Step 2 Select Topic with Business Owner
Module 29.7 Lunch n Learn Step 3 Time, Date & Venue
Module 29.8 Lunch n Learn Step 4 Promote
Module 29.9 Lunch n Learn Step 5 Upcoming Event
Module 29.10 Lunch n Learn Step 6 Host the Event
Module 29.11 Lunch n Learn Step 7 Follow Up
Module 29.12 Lunch n Learn Step 8 Track Your Success
Module 29.13 Lunch n Learn Step 9 Plan the Next One & Update Marketing & Business Plan
Module 30 Mortgage Professionals
FREE PREVIEWModule 31 Lenders & Bank Representatives
Module 32.1 Websites - Your Pages & SEO
Module 32.2 Websites - Real Estate Investors
Module 33.0 Social Media, Blogs & Articles
Module 34 Property Management & Cleaning Companies
FREE PREVIEWModule 35 Home Insurance Agents
Module 36 Conclusion and Wrap Up
Module 13 - Letter or Email to Database - Real Estate Investor Expert Download
Claire Drage
