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
- 3 Live Q&A Calls
About theĀ Course
Ā
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.Ā 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 workĀ
MODULE 4
Lead Generation
- Leveraging 5 different referral sources
- Income Planning for BFS ClientsĀ
- Bonus opportunities for lead generation and marketing
MODULE 5
Lender Documents
- 22 different products and programs
- Fact Sheets for varying lender programs