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CONTINUED TRAINING
Lending Programs
Rehab and Construction Loans
Bridge Loans
Hard Money Loans
SBA Loans
Freddie Mac Mulitfamily
Bank Alternate
Stated Loans - Lender 1
Stated Loans - Lenders 2
Tier 1 Commercial Perm
Churches & Religious Institutions (62:51)
Processing
Processing. Day 2. Our Work Flow Process
Processing Day 3. Documents
Processing. Day 4. Documents + Title & Insurance Request
Extended Training
Breaking Down Closing Costs
The Customer is Wrong
Loan Document Training. 7.3.19 (58:16)
How to Compete & Get Referrals from Banks. Never Loose a deal again. August 2019.
Excel Loan Quoter Training. Sept. 2019 (60:56)
Education & Tools (54:34)
Marketing w/ Linkedin (72:06)
Our Back Office Tools (55:48)
Reading and Searching the Loan Product Sheet (62:45)
Watch Me Work (59:01)
Work Leads & CRM Tips (43:49)
You are a professional (45:34)
How the Loan Quoting Process Changes! Feb 2020 (36:42)
Closing Time Frame of CRE Loans 8.19.20 (51:32)
Getting pre-qualified for a commercial mortgage 9.23.20 (27:49)
Key Commercial Real Estate Lending Terms
Key CRE Lending Terms. Part 1 (90:51)
Key CRE Lending Terms. Part 2 (60:22)
Key CRE Lending Terms. Part 3 (56:09)
Key CRE Lending Terms. Part 4 (51:31)
Key CRE Lending Terms. Part 5. (57:51)
Extra Revenue Streams
United Wholesale Mortgage- How to become a residential broker. March 2020 (46:48)
EVest Capital Raising Platform. March 2020 (62:28)
Fannie & Freddie Updates
IAP SBA Recruiting of Relief Funding Agents. Part 1. Chris Perez
IAP SBA Recruiting of Relief Fudning Agents. Part 2. Dana Leigh (49:45)
United Wholesale Mortgage- Episode 2 (29:26)
IAPs can Mentor RFA's for CRE Lending (14:32)
UWM- Episode 3- Resi lending during Covid (29:34)
SBA Paycheck Protection Program Updates
Emergency SBA Money. March 2020 (49:13)
How to take an SBA Relief Funding Application 3.24.20 (56:24)
SBA Paycheck Protection Program Training Update. 3.30.20 (70:24)
SBA Updates Ft. Mark Ritter from MBFS. 4.1.20 (80:13)
SBA Paycheck Protection Program Updates 4.2.20 (73:58)
SBA Updates 4.8.20 (140:06)
SBA Update. 4.10.20. No min PPP loan amount! (93:56)
How to fill out PPP loan app online link! 4.13.20 (76:40)
PPP Update for sole proprietors & Independent Contractors. 4.15.20 (109:24)
SBA PPP Update + Business Loans. 4.17.20 (95:06)
Deal Talk. Minor SBA questions. 4.20.20 (78:05)
Deal Talk + SBA Updates 4.22.20 (89:35)
SBA UPDATES 4.27.20
PPP Updates 4.28.20
PPP Update 4.30.20
PPP Update 5.5.20- SBA to Make Economic Injury Disaster Loans Available to U.S. Agricultural Businesses Impacted by COVID-19 Pandemic
PPP is back for round 2! 5.6.20 (78:58)
PPP Loan Increases! 5.13.20 & 5.14.20
For PPP & Biz Loans- How Borrowers Upload documents (5:15)
PPP CALCULATORS + DOC LISTS
PPP Updates. 5.18.20- W9 workers and Loan Forgiveness Application! (83:09)
PPP Update. Can't have an active BK. 5.20.20 (74:22)
PPP Update. Loan Forgiveness 5.26.20
PPP Update 6.8.20
6.11.20 - New IFR, New Forgiveness forms
6.16.20 PPP Update- EIDL is back for non-profit and for-profit companies!
504 Connect Call June.9.2020
New loan forgiveness info on SBA site. 6.16.20
IAP's Now processing PPP Loans 7.7.20 (55:12)
SBA Secondary Market Program and Securitizations Guide - Information Notice. 6-18-2020
Can Felons Apply for PPP?
Export Loans
How can Lenders request payment of PPP processing fees?- 7-13-2020
PPP Foregiveness Guidance
SBA Underwriting Requirements for 504 & 7A
SBA Underwriting Training. Week 1 (68:46)
Cressida Capital. SBA Underwriting Call. Week 2. 5.12.20.mp4 (64:32)
Cressida Capital SBA Underwriting Call. Week 3. 5.19.20 (49:54)
Cressida Capital. SBA Underwriting Call. Week 4. 5.26.20.mp4 (51:31)
Dana's Tips, Trick & Tools!
MailChimp Integration w/ LACRM 7.20.20 (30:19)
You Are A Professional 7.27.20 (22:06)
Searching the CRE Loan Product Sheet 8.3.20. (7:49)
Here's My Magic June 2020 (27:01)
LACRM Quick View. 7.13.20 (18:52)
Log Emails in LACRM June 2020 (2:14)
How to Speak to Borrowers 8.17.20 (29:26)
Getting Familiar with Callfire for 60 Minutes Leads 8.24.20 (25:17)
How to Make $2500 a Month as an IAP 8.31.20 (24:31)
IAP Questions & Answers 9.14.20 (27:59)
Answered Loans@ Questions 9.21.20 (25:13)
Reading the Loan Product Sheet. 9.28.20 (24:34)
Why should I interview borrowers to complete application? 10.5.20 (26:25)
Express Relief Loans & emails from Loan@. 10.19.20 (22:01)
Use Your Email Signature to Build Your Brand. Nov 2020 (4:25)
Using the Dialer with Goal of an Interview Application 11.9.20 (31:53)
Passive and Active IAP Recruitment (18:35)
Qualifying Borrowers & Working Leads. Dec 2020 (24:11)
Overrides & Appraisals Ordered Report. Dec 2020 (8:18)
Business Loans & RFA Hub (23:04)
EXPRESS Relief Loan Extended. Jan 2021 (15:01)
Business Loans
SBA Loan Guidelines. 7.24.20 (53:59)
Identifying the Right Business Loan for the Borrower 7.31.20 (49:20)
The Ideal Borrower 8.7.20 (49:16)
Identifying Business Owners and Industries for Business Capital 8.14.20 (60:15)
Setting Expectations & Business Capital Process 8.21.20 (32:41)
Business Loan Call Q&A 9_4_20
Express Relief Funding- Training 1- 9.24.20 (6:19)
Express Relief Funding- Training 2- 10.2.20
Express Relief Funding- Training 3. Tech issues 10.9.20
How to Sell the Express Relief Loan. 10.29.20 (38:54)
What Business Loans Can We Do Now? 3.21.23 (33:05)
Express Relief. The Lottery. Jan 2021 (65:06)
Business Loans Product Sheet Training Call 2.23.21 (43:03)
How to fill out PPP loan app online link! 4.13.20
Download
PPP Frequently-Asked-Questions 4-10-20.pdf
Download
PPP Frequently-Asked-Questions 4-10-20.pdf
4506-T Tax Transcript Verification Procedures during the COVID-19 emergency 5000-20016.pdf
Download
4506-T Tax Transcript Verification Procedures during the COVID-19 emergency 5000-20016.pdf
Download
Websites you need to go to.docx
Download
APPLICATION LINK + Doc List 4.13.20.docx
Download
PPP Loan Calculator.xlsx
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