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Certified Private Money Broker Back Office -- Additional Resources 2
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Broker Certification Program, Dallas, TX April 14-17, 2016 — Training Materials
Workbooks
Day 1 - Thursday April 14, 2016
Day 2 - Friday, April 15, 2016
Days 3 & 4 - Saturday & Sunday, April 16-17, 2016
Resources
Sample Loan File #1
Sample Loan File #2
Other Resources
Sessions — Day 1
Introduction with Robert Tavares
Introduction with Robert Tavares Part II
Jerry Straks
Prospecting with Jerry Straks
Attendee Introductions
Consultative Selling
On Target with Gary Myers
Sessions — Day 2
with Robert Tavares
Jerry Straks
Lee Arnold Master Broker
Doug Greybill
Agreements and Offers with Gary Myers
Application to Underwriting with Gary Myers
Sessions — Day 3
AHA Moments
Gary Myers
Case Studies with Jerry Straks
Turn Key Marketing with Lee Arnold
Course Review with Jerry Straks
Sessions — Day 4
Next Steps
Back Office
He's the Solution Service with Lee Arnold
Sunday Service
Broker Certification Program, Dallas, TX February 19-22, 2015 — Training Materials
Workbooks
Day 1 - Thursday February 19, 2015
Day 2 - Friday, February 20, 2015
Days 3 & 4 - Saturday & Sunday, February 21 & 22, 2015
Resources
Training Module Session 1
Training Module Session 2
Training Module Session 3
Sessions — Day 1
"Setting Up Your Business" with Jerry Straks
"The Borrower, the Lender, the Broker, Know all the Players & Your Role!" with Jerry Straks
"Planning Your Success, 5 Essential Mind Maps for Entrepreneurs" with Lee Arnold
"Prospecting and Networking for Leads" with Lee Arnold
"Finding your Niche Turning your Passion into Profits" with Lee Arnold
"Positioning for More Sales and Closings" with Lee Arnold
"Welcome & Aha Moments" with Jerry Straks
"Deals for Fast Funding" with Jerry Straks
"Become the Master Broker and Earn More, More Often" with Lee Arnold
Sessions — Day 2
"The Cash Flow Educator" with Ian Flanagan
"From Application to Underwriting" with Terry McIntyre & Jerry Straks
Sessions — Day 3
"Welcome & Aha Moments" with Robert Tavares
"Logic Lending" with Lee Arnold
"Brokering Case Studies Roundtable" with Jerry Straks & Robert Tavares`
"Test Review" with Jerry Straks
Sessions — Day 4
"Broker Certification Test Instructions" with Lee Arnold, Jerry Straks & Robert Tavares
"Next Steps after Certification" with Jerry Straks
"Turning Your Business into Money" with Lee Arnold
Broker Certification Program, Denver, CO August 28-31, 2014 — Training Materials
Workbooks
Day 1 - Thursday August 28, 2014
Day 2 - Friday, August 29, 2014
Days 3 - Saturday, August 30, 2014
Day 4 - Sunday, August 31, 2014
Training Module Section 1
Training Module Section 2
Training Module Section 3
Training Module Section 4
Training Module Section 5
Training Module Section 6
Completed Loan Example
Sessions — Day 1
Lee Arnold
Jerry Straks
Lee Arnold
Joe Galane
Lee Arnold
Sessions — Day 2
Robert Tavares
Terry McIntyre
Lee Arnold
Lee Arnold
Q&A
Sue Nelson
Lee Arnold
Sessions — Day 3
Todd Christensen
Zach Childress
Lee Arnold
Dave Farace
Broker Certification Program, Las Vegas, NV, December 5-8, 2013 — Training Materials
Workbooks
Day 1 - Thursday December 5, 2013
Day 2 - Friday, December 6, 2013
Days 3 - Saturday, December 6, 2013
Day 4 - Sunday, December 7, 2013
Training Module Section 1
Training Module Section 2
Training Module Section 3
Training Module Section 4
Training Module Section 5
Training Module Section 6
Completed Loan Example
Sessions — Day 1
Lee Arnold
Lee Arnold
Jason Powell
Sessions — Day 2
Lee Arnold
John Bowers
Gary Myers
Sessions — Day 3
Cherie Constance
Houston Gunn
Terry McIntyre
Gary Myers
Lee Arnold
Sessions — Day 4
Jason Paliser