Core7 Employee Home Benefit- Corporate Lunch & Learn

The Corporate Lunch & Learn Product is a Consumer Direct Product geared towards obtaining Continuing Education Workshops and Corporate Lunch & Learns. All of the content is based on The Amazon Best Selling Book What’s Your Rate? - How to buy a home and Secure Your Financial Future At The Same Time

 Continuing Education Package:

• Letter to Continuing Education Director
• Seminar proposal
• First steps to purchasing a home and creating a secure financial team at the same time 
• What’$ Your Rate? discount order form 

CORPORATE LUNCH & LEARN PACKAGE:

• Corporate Mortgage Benefit  Overview
• In process cross-sell letters and emails
• Why you should have preferred housing
• What Makes Us Different attachment
• Next Steps to purchase a home
• Corporate Finance program flyers

Seminar Materials:

• Seminar Check list
• Intake form
• Closing cost coupon
• Credit worthiness certificate
• Conditional credit worthiness certificate 

SPREADSHEETS THAT POPULATE: 

Spreadsheets that you can email to your clients to add value.

• Profit & Loss Statement
• Balance Sheet
• Cash-Flow Analysis
• Net Proceeds Worksheet

MASTER WORKBOOK & VIDEO WALKTHROUGH

• Video walkthrough of the workbook by Mark Maiocca offering suggestions for your presentation 
•  Seminar Workbook (Client Copy)
•  Seminar Workbook Master Copy (Follows the book ‘What’$ Your Rate?’) 

Client Information Package: 

• Spreadsheets
• Forms to start Process: (Applications, Forms, and Questionnaires)