July 1st, 2015

Watch the training replay for July 1st, 2015.

We’ve broken down this week’s training into 4 individual videos to make it easier to review.

Want to download the audio from this week’s training? Click here to download the full MP3 file.

Intro and Announcements

Video Notes:

July 16-17 in San Diego – Seller Finance & Trusts Workshop

Several great guest speakers teaching all about buying, brokering or creating your own Seller Financed notes & upcoming law changes that go into effect August 1st.

As a Member, you get to attend this workshop for no extra charge as a benefit of your membership.

Click here to RSVP for the July 16-17 workshop

This will be located at the same location as NIS LIVE:

Hilton San Diego Resort & Spa
1775 E Mission Bay Dr
San Diego, CA 92109

Click here to RSVP for the July 16-17 workshop

Ideally you can stay at the Hilton San Diego Resort & Spa, however here are some of the local hotels if you need to book a room:

Courtyard Marriott – Old Town San Diego
Fairfield Inn & Suites San Diego Old Town
DoubleTree by Hilton Hotel San Diego
Hampton Inn San Diego / Mission Valley
Courtyard San Diego Mission Valley / Hotel Circle
Hacienda Hotel Old Town San Diego
Crowne Plaza San Diego – Mission Valley

Upcoming Events:

July 16-17 in San Diego – Seller Finance & Trusts Workshop

August 12-14 in San Diego – Non-Performing Notes Workshop (Includes Workouts Wednesday)

September 10-11* in San Diego – Seller Finance & Raising Capital Workshop

October 21-24* in San Diego – Non-Performing Notes Workshop (Includes Workouts Wednesday & Saturday Special Event)

November 19-20* in San Diego – Seller Finance & Self-Directed IRA Workshop

January 20-23, 2016 in San Diego – 3rd Annual Note Investor Summit LIVE. Register Now! >>

Members Area Updates

Video Notes:

All updates below can be found on the Resources page in the Members Area:

– Updated “List of Attorneys” we use. Located under “Legal Resources”
– Added “Call Checklist”
– Added “Inbound Voicemail Scripts”
– Added “Outbound Message Scripts – Includes Miranda”
– Added “Craigslist Ad Example”

Underwriting Worksheet Walkthrough
Click here to Download the Underwriting Worksheet covered in this video training


Video Notes:

The Underwriting Worksheet is used to determine repayment capacity and affordability of new Trial / Mod / Forbearance, and to ensure you are not putting a Debtor into a worse financial situation (Setting up to Fail).

In this video, Kristyn walks through the Underwriting Worksheet and how to use it.

Late Calculation Worksheet Walkthrough
Click here to Download the Late Calculation Worksheet covered in this video training


Video Notes:

The Late Calculation Worksheet is used ​to complete the “late” calculation and to determine arrearages used in all exit strategies and letter campaign. ​

In this video, Kristyn walks through the Late Calculation Worksheet and how to use it. There are some great questions as well so be sure to watch the whole video.

Do you have any additional questions? Please post them in the Facebook group or submit a question to the Hotline.

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