Learn how and why to work with BFS clients.

Registration Closed: Stay Tuned for the Next BFS Bootcamp!

 

RECORDED TRAINING AND LIVE Q&A

In this Bootcamp, you will learn:

  • Working with Referral Sources to get BFS Leads

  • Deep dive in BFS Documents

  • Filling out Stated Income Forms

  • Comparing Products

  • Scripting for BFS

Registration Closed: Stay Tuned for the Next BFS Bootcamp!

About the Workshop

 

Over our years in the Broker industry we wound up attracting more Self-employed clients and now we have a business that consistently has 49% of our files having a Self-employed person on title. We have learned a lot in serving these BFS clients in securing residential mortgages in Ontario and we decided to jam what we have learned into a course so we can help others in this industry better serve these clients too!

What's Included In The Bootcamp...

MODULE 1

Pre-Approval

  • A, B, and Private Lenders
  • Best Case Vs. Worst Case
  • Talking to BFS Clients
MODULE 2

Financial Documents

  • Documents including T4s, T1, NOAs, SOA, T2, and more
  • Red Flags on Documents
  • Self Employed Income Workbook to download
MODULE 3

Case Studies

  • 15 Different Examples of BFS clients
  • Including new graduates, single clients, incorporated, sole-proprietors, with CRA debts, and more
  • Varying industries and lines of work 
MODULE 4

Lead Generation

  • Leveraging 5 different referral sources
  • Income Planning for BFS Clients 
  • Bonus opportunities for lead generation and marketing
MODULE 5

Lender Documents

  • 22 different products and programs
  • Fact Sheets for varying lender programs
REGISTRATION CLOSED: Stay tuned for the next

BFS Bootcamp