week two coaching call slides november 2019 · subsubmodule 4 - hard money loans (2:05)...

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Page 1: Week Two Coaching Call Slides November 2019 · SUBSubmodule 4 - Hard Money Loans (2:05) SUBSubmodule 5 - Construction Loans (3:41) SUBSubmodule 6 - Mezzanine Loans (1:59) SUBSubmodule

Recording on?

Page 2: Week Two Coaching Call Slides November 2019 · SUBSubmodule 4 - Hard Money Loans (2:05) SUBSubmodule 5 - Construction Loans (3:41) SUBSubmodule 6 - Mezzanine Loans (1:59) SUBSubmodule

Welcome To The Week 2 Coaching Call

“Life-Pivot” Business Loan Brokering Mastermind Course

Page 3: Week Two Coaching Call Slides November 2019 · SUBSubmodule 4 - Hard Money Loans (2:05) SUBSubmodule 5 - Construction Loans (3:41) SUBSubmodule 6 - Mezzanine Loans (1:59) SUBSubmodule

“the cowards never started, and the weak died along the way” Phil Knight Founder of Nike in Shoe Dog

Page 4: Week Two Coaching Call Slides November 2019 · SUBSubmodule 4 - Hard Money Loans (2:05) SUBSubmodule 5 - Construction Loans (3:41) SUBSubmodule 6 - Mezzanine Loans (1:59) SUBSubmodule

This Business Is Great Because You Can Get Started For With A Very Small Investment

Page 5: Week Two Coaching Call Slides November 2019 · SUBSubmodule 4 - Hard Money Loans (2:05) SUBSubmodule 5 - Construction Loans (3:41) SUBSubmodule 6 - Mezzanine Loans (1:59) SUBSubmodule

This Business Is Terrible Because You Can Get Started For With A Very Small Investment

Page 6: Week Two Coaching Call Slides November 2019 · SUBSubmodule 4 - Hard Money Loans (2:05) SUBSubmodule 5 - Construction Loans (3:41) SUBSubmodule 6 - Mezzanine Loans (1:59) SUBSubmodule

FOLLOWING THE SUCCESS PATH

Modules 1,2, & 3

Modules 4

Page 7: Week Two Coaching Call Slides November 2019 · SUBSubmodule 4 - Hard Money Loans (2:05) SUBSubmodule 5 - Construction Loans (3:41) SUBSubmodule 6 - Mezzanine Loans (1:59) SUBSubmodule

Module 1 Introduction/Course Roadmap (15:56)

Module 2 Office Set-Up and Procedures You Need to Consider When Starting Your Business Intro (2:27)

(6 SubModules) SubModule 1 - Naming Your Business (6:56) Submodule 2 - Choosing a Niche (4:07) Submodule 3 - Gathering Existing Assets (2:30) Submodule 4 - Legal Formation (2:58) Submodule 5 - Your Office, Equipment You Will Need, and Leasing Space VS Home Office (6:30) Submodule 6 - State Licensing Requirements (1:52)

Module Review 1 & 2

Page 8: Week Two Coaching Call Slides November 2019 · SUBSubmodule 4 - Hard Money Loans (2:05) SUBSubmodule 5 - Construction Loans (3:41) SUBSubmodule 6 - Mezzanine Loans (1:59) SUBSubmodule

Module Review 3

The Core Of Loan Brokering Intro (3:22)

(7 SubModules) Submodule 1 - The Core Of Loan Brokering Intro (1:37) Submodule 2 - Generalist VS Specialist (12:55) Submodule 3 - The Two Main Niches (2:31) SubModule 4 - Equipment Finance Deep Dive Intro (2:29) (13 Sub-SubModules) SUBSubmodule 1 - Leases VS Loans (4:11) SUBSubmodule 2 - Understanding Equipment Leases (3:17) SUBSubmodule 3 - Benefits of Leasing (8:22) SUBSubmodule 4 - Lease Term Options FMV, 10% Buy-Out, $1.00 Buy-Out (6:53) SUBSubmodule 5 - Tax Treatment of Leases (9:35) SUBSubmodule 6 - Sale Leasebacks (7:29) SUBSubmodule 7 - Municipal Lease (2:49) SUBSubmodule 8 - Section 179 IRS Code (4:49) SUBSubmodule 9 - Proposals (7:22) SUBSubmodule 10 - How Does A Typical Deal Go Down (12:42) SUBSubmodule 11 - Documents (7:35) SUBSubmodule 12 - Other Leasing Terms To Learn (6:42) SUBSubmodule 13 - Equipment Leasing Profile Form (4:46)

Page 9: Week Two Coaching Call Slides November 2019 · SUBSubmodule 4 - Hard Money Loans (2:05) SUBSubmodule 5 - Construction Loans (3:41) SUBSubmodule 6 - Mezzanine Loans (1:59) SUBSubmodule

Module Review 3 Submodule 5 - Commercial Real Estate Financing Deep Dive Intro (1:40)(12 Sub-SubModules)

SUBSubmodule 1 - Why Investors Will Use Brokers for Commercial Real Estate Loans (6:22) SUBSubmodule 2 - Permanent Loans (2:13) SUBSubmodule 3 - Bridge Loans (1:45) SUBSubmodule 4 - Hard Money Loans (2:05) SUBSubmodule 5 - Construction Loans (3:41) SUBSubmodule 6 - Mezzanine Loans (1:59) SUBSubmodule 7 - Joint Venture Loans (1:41) SUBSubmodule 8 - Take-Out Loans (:49) SUBSubmodule 9 - Conduit Loans (2:42) SUBSubmodule 10 - SBA Loans (4:15) SUBSubmodule 11 - Fee Agreements (7:17) SUBSubmodule 12 - Commercial Real Estate Transaction Overview Form (3:43) Submodule 6 - Other Products You Can Offer As A Business Loan Broker (1:32) (3 Sub-SubModules) SUBSubmodule 1 - AR Financing/Factoring (4:14) SUBSubmodule 2 - Contract Financing (2:32) SUBSubmodule 3 - MCA Merchant Cash Advances (3:36)

Submodule 7 - Using a Financial Calculator - TVM Calculation (13:25)

Page 10: Week Two Coaching Call Slides November 2019 · SUBSubmodule 4 - Hard Money Loans (2:05) SUBSubmodule 5 - Construction Loans (3:41) SUBSubmodule 6 - Mezzanine Loans (1:59) SUBSubmodule

Sign Up For Scotsman Guide SubscriptionEmail and Magazine

http://www.sg-comdigital.com/comdigital/201711ce?pg=2#pg2https://www.scotsmanguide.com/subscription/

Page 11: Week Two Coaching Call Slides November 2019 · SUBSubmodule 4 - Hard Money Loans (2:05) SUBSubmodule 5 - Construction Loans (3:41) SUBSubmodule 6 - Mezzanine Loans (1:59) SUBSubmodule

Metric Spreadsheet

Page 12: Week Two Coaching Call Slides November 2019 · SUBSubmodule 4 - Hard Money Loans (2:05) SUBSubmodule 5 - Construction Loans (3:41) SUBSubmodule 6 - Mezzanine Loans (1:59) SUBSubmodule
Page 13: Week Two Coaching Call Slides November 2019 · SUBSubmodule 4 - Hard Money Loans (2:05) SUBSubmodule 5 - Construction Loans (3:41) SUBSubmodule 6 - Mezzanine Loans (1:59) SUBSubmodule

Questions From This Week

Question 1:In your most successful deal.  What kind of thoughts were going through your mind as you tried to get the deal?

Question 2:In regards to you first few deals.  What did you do that you think is different from those who are not successful?

Page 14: Week Two Coaching Call Slides November 2019 · SUBSubmodule 4 - Hard Money Loans (2:05) SUBSubmodule 5 - Construction Loans (3:41) SUBSubmodule 6 - Mezzanine Loans (1:59) SUBSubmodule

Module Review 4 - Released This Past MondayHow To Find Deals/Marketing (5:01)

(9 SubModules) Submodule 1 - Naming Your Business (repeat of video in Module 2) (6:56) Submodule 2 - Logo Design (15:06) Submodule 3 - How To Get Your Business Cards Designed and Printed (7:18) SubModule 4 - Intro Website Marketing and Website Design Considerations (7:37) (9 Sub-SubModules) SUBSubmodule 1 - Part 1 Hiring A Designer VS Building Your Own (5:21) SUBSubmodule 2 - Part 2A Choosing A Domain, A Host, And Installing WordPress (19:59) SUBSubmodule 3 - Part 2B Installing Your WordPress Theme Optimize Press (22:02) SUBSubmodule 4 - Part 2C Creating Your Vanity Email (6:36) SUBSubmodule 5 - Part 3 Goals Of Your Website (9:46) SUBSubmodule 6 - Part 4 Website Content (8:35) SUBSubmodule 7 - Part 5 Good Website Examples (5:25) SUBSubmodule 8 - Part 6 Other Web Marketing You Should Know About (9:27) SUBSubmodule 9 - Part 7 Final Recommendations (2:42) Submodule 5 - Designing Your Brochures (4:03) Submodule 6 - The Annuity Method (35:11) Submodule 7 - Other Ways To Market (7:21) SubModule 8 - How To Do A Press Release (4:42) SubModule 9 - Using and Choosing a CRM (Customer Relationship Management) System (5:24)

Page 15: Week Two Coaching Call Slides November 2019 · SUBSubmodule 4 - Hard Money Loans (2:05) SUBSubmodule 5 - Construction Loans (3:41) SUBSubmodule 6 - Mezzanine Loans (1:59) SUBSubmodule

IMPORTANT!

Take imperfect action towardsreaching your goal of launching a successful

commercial finance company!

Page 16: Week Two Coaching Call Slides November 2019 · SUBSubmodule 4 - Hard Money Loans (2:05) SUBSubmodule 5 - Construction Loans (3:41) SUBSubmodule 6 - Mezzanine Loans (1:59) SUBSubmodule

Next Week’s Coaching Call Time Thursday 7:00 PM Eastern