RECORDED TRAINING AND LIVE Q&A
In this Bootcamp, you will learn:
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Working with Referral Sources to get BFS Leads
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Deep dive in BFS Documents
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Filling out Stated Income Forms
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Comparing Products
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Scripting for BFS
Registration Closes on March 24, 2025!
About the Course
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