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01
Action Plan
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Business Foundations Action Plan
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Desktop Analysis Action Plan
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Full Immersion Mastery Action Plan
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In Person Analysis Action Plan
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Marketing Campaigns Action Plan
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Offers and Contracts Action Plan
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Office Systems Academy Mastery Action Plan
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Private and Hard Money Action Plan
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Rehabbing Action Plan
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Selling Your Properties Action Plan
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Taking Leads from Sellers Action Plan
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Weekly Marketing Routine Action Plan
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Wholesaling Action Plan
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02
Checklist
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Closing Preparation Checklist Buying
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Deal Analysis Appraisal Checklist Desc
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Documents to Send to Seller Before Appointment
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Due Diligence Checklist Desc
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Due Diligence Checklist No Desc
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Escrow Checklist Desc
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Escrow-Checklist-No-Desc
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For Sale Vacant Properties Checklist
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Going to See MLS Properties Checklist
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HOA Condo Checklist Desc
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Investor Shortsale Checklist
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Promissory Note Instructions and Checklist
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Rehab Checklist Desc
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Rehab Checklist No Desc
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Utility Property Info Checklist
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03
Contracts
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6 Critical Documents You Need
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Assignment of Purchase and Sale Agreement
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Buyers Mortgage Preapproval Questionnaire
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Client Agent Agreement
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Closing Follow Up Checklist
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Contracts Disclosures Checklist Desc
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Contracts Disclosures Checklist No Desc
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Example Deal Points With JV Partner (2)
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Example JV Agreement For Legal Review
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Independent Contractor Agreement – Blank Version
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loa template 1
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Option for Purchase and Sale Contract
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Purchase and Sale Agreement 2 Pages Legal Size-1-5-17
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04
Contractor Hiring
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Contractor Application
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Contractor Campaign Voicemail
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Contractor Elevator Pitch
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Contractor References
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05
INTERVIEWS
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Acquisition Specialist Interview
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Agent Interview Sheet
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Assistant Interview Sheet
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Attorney Interview Sheet
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Authorization to Release Employment Information
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Bookkeeper Interview Sheet
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Contractor Meeting Interview Sheet
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Driver Phone Interview
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Driver Sign Worker Application
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Employee Competency Report Template
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Employee Phone Interview Questionnaire
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Employee Reference Check Questionnaire
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Employment Application Questionnaire
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Marketing Director Interview Sheet
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Marketing Property For Sale Checklist
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Mortgage Broker Interview Sheet
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Project Manager Interview Sheet
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Runner or Intern Interview Sheet
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Sales Agent Interview Sheet
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Work History Competencies Questionnaire
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06
Management Divisions
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CMA Construction team Meeting Docs
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Property Detail Information Sheet
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Property Situation Sheet
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07
Manuals
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Rehabbing Home Study Manual
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08
Marketing
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Assignment of Purchase and Sale Agreement
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Contractor Marketing Checklist Desc
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Contractor Marketing Checklist No Desc
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Elevator Pitch
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Elevator Pitch Exercise
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Email Offer Template
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FSBO Prospecting Opening Script
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Full Property Sale Checklist
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Lender Intake Form
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Lender Processes Blank Form
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Marketing Campaigns 1 Action Plan
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Marketing Campaigns 2 Action Plan
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Marketing Director Interview Sheet
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Marketing Property For Sale Checklist
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Mortgage Broker Interview Sheet
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Phone Script 1 Loss Mitigation Initial Call
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Phone Script 2 Loss Mitigation Follow Up
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Phone Script 3 Loss Mitigation Follow Up On Short Sale Package
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Phone Script 4 Loss Mitigation Follow Up On Assignment of Loss Mitigator
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Phone Script 5 Loss Mitigation Ordering BPO or Appraisal
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Phone Script 6 Loss Mitigation Follow Up
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Phone Script 7 Loss Mitigation Decision By Lender
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Private Lender Brainstorm Activity
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Private Lender Networking Event Script
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Private Lender Objections
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Private Lending QA
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Private Money Meeting Outline
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Private Money Meeting Script
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Private Money Video Transcriptions
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Probate Lead Process By State
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Probate Marketing Process
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Probate Letter 3 Yellow
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Probate Letter 5 Postcard
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Property Coversheet
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Property Detail Information Sheet
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Property Preparation Pre Marketing Checklist
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Property Situation Sheet
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Realtor Email Template
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Recommended Business Books to Read
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Seller Lead Sheet Question Verbiage
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09
Presentations
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Week 4 The Art of Building Rapport
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10
Scope Of Work
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SOW TEMPLATE
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11
Tracker
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CMA Construction project bid tracking sheet
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DM Tracker
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Rehab Statistics Template
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