Real Estate Investors - Underwrite & Fund

This program is part of our Expert Series: Real Estate Investors: Become the Power Team mortgage broker of choice with real estate investors. A complete program specifically for finding, developing and maintaining relationships and funding for serious real estate investors – Whether small to sophisticated and professional landlords.

Underwrite & Fund

Breakdown and understanding of all lender guidelines and investor strategies including property types, varying GDS/TDS calculations, VTB’s, secondary financing, add-backs, hold-co and op-co covenant guidelines and more. Techniques for overcoming challenges and offering solutions for acquisition and exit strategy synergy. Don’t Cap Out your clients – learn the benefits of a complete funding plan and clients for life!

Includes our hugely valuable compounded DCR Spreadsheet which automatically takes the information and self populates across all the lenders DCR spreadsheets in order to streamline your lender selection. 


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. 

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.

Course Curriculum

  • 1

    Real Estate Investors - Funding & Underwriting

    • Module 1 and 2 - Investment Properties

    • Module 3, 4, 5 and 6 - Types of Investors

    • Module 7 - Know Your Investor - Investor Questions

    • Module 8 to 29 - Initial Interview and Portfolio Review

    • Module 8 Investor Questionnaire - Initial Interview & Portfolio Review Downloads

    • Module 30, 31 - Current Portfolio & Financing Structure

    • Module 32, 33 - Portfolio Growth Plans

    • Module 34 to 47 - Investor Questionnaire - Investor Knowledge Base

    • Module 48 to 51 - Investor Questionnaire - Investor Needs

    • Module 52 - Investor Questionnaire - Documentation Required & Corporate Information

    • Module 53 - Investor Application

    • Module 54 to 63 - Real Deal Questionnaire - Purchase

    • Module 54 Real Deal Questionnaires - Purchase Overview & Primary Contact Information Downloads

    • Module 61 Real Deal Questionnaires - Purchase: Rental Income Tenant Acknowledgements Downloads

    • Module 65 to 71 - Real Deal Questionnaire - Refinance

    • Module 72, 73 - Underwriting Overview and DRC Worksheet

    • Module 72 Underwriting Overview and DCR Worksheet Downloads

    • Module 74 to 84 - DRC Worksheets - Steps 1 to 6

    • Module 85 - The Property

    • Module 86 - Province & Tenant/Landlord Act

    • Module 86 Province & Tenant/Landlord Act Ontario Rent Increases Downloads

    • Module 87 - Rural Properites

    • Module 88 - Outside Major Centres

    • Module 89 to 91 - Impact on the Age of the Property

    • Module 92, 93 - Condition of the Property

    • Module 94 - Firecode Certificate

    • Module 95 - High Unemployment Rates

    • Module 96 - Single Industry Towns

    • Module 97, 98, 99 - Determine Property Type – Number of “Doors”

    • Module 100 to 114 - The Lender Selection

    • Module 115 - Lender Selection: Option 1: Rental Offset

    • Module 116 - Lender Selection: Option 2 & 3: % Add Back to Gross Income

    • Module 117 - Lender Selection: Option 4: Add $XX Surplus/Deficit to Gross Income

    • Module 117 Lender Selection: Option 4: Add Surplus/Deficit to Gross Income Downloads

    • Module 118 - Lender Selection: Option 5 DCR to a Ratio

    • Module 119 - Lender Selection: GDS/TDS Calculation Guidelines for Lenders

    • Module 120 - Lender Selection: Vendor Take Backs/2nds/Secondary Financing

    • Module 121 - Lender Selection: Down Payment Minimum from Own Resources

    • Module 122 - Lender Selection: Rates

    • Module 123 - Lender Selection: Terms

    • Module 124 - Lender Selection: Pre-Approvals

    • Module 125 - Lender Selection: Other Comments

    • Module 126 - Lender Selection: Date Last Updated

    • Module 127 to 129 - Lender Selection: Select the Lender with examples

    • Module 130, 131 - Lender Selection: Outcome, Challenges and Solutions

    • Module 132 - Submitting to a Lender

    • Module 135 to 138 - Filogix/MorWeb Submission to Lender with examples

    • Module 139 - Send Back Up Email and Documents

    • Module 140 - Manual Submission

    • Module 140 - Manual Submission to Lender Executive Summary 2017 Downloads
  • 2

    NEW DCR Spreadsheet - May 2019

    • New DCR Spreadsheet Download

    • Module 1 Introduction and Promo Video

    • Module 2 Overview of Blank Template

    • Module 3 Step 1 Name, Corporation and Saving

    • Module 4 Step 2 Principal, Cottages & 2nd Homes

    • Module 5 Subject Rental Inputting

    • Module 6 Step 4 Existing Rentals Inputting

    • Module 7 Collecting Data for Step 5

    • Module 8 Step 5 Income, Debt, Benchmark and TDS Results

    • Module 9 Adding Subject Rental Property

    • Module 10 Results & Lenders DCR Spreadsheets

    • Module 11 Sending to Lender.pm4

    • Module 12 Recap, Updates & Membership

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.

What others have been saying about this course:

Use your Call To Action description to encourage students to sign up for your course

Sign up now!

You may also be interested in...

  • 4 x $102.74

    4 x $102.74Expert - Real Estate Investors - Underwrite & Fund

    Buy Now

  • 2 x $205.49

    2 x $205.49Expert - Real Estate Investors - Underwrite & Fund

    Buy Now

  • $399.00

    $399.00Expert - Real Estate Investors - Underwrite & Fund

    Buy Now

  • $1,000.00

    $1,000.00Expert - Real Estate Investor Series Package

    Buy Now