May 6th, 2015

Watch the training webinar replay for May 6th, 2015:

Video Notes:


5/21-5/22 – Live 2-Day Workshop in San Diego

Register now for the May Workshop. Seating is VERY limited. Once we’re full you’ll be limited to the LiveCast.

The May Workshop is Thursday (5/21) from 9am-5pm PST and Friday (5/22) from 9am-5pm PST at the Capstone Funding Group office.

Note there will be NO “Workouts Wednesday” session this month.

Please register ASAP so we can plan accordingly. We need you to register in advance if you plan on attending.

Click here to register for the May Workshop, 5/21-5/22

We will at the Hilton Garden Inn in Rancho Bernardo:

Here are the details:
Hilton Garden Inn
17240 Bernardo Center Dr, San Diego, CA 92128
(858) 676-1660

Can’t make it to the live workshop? No problem!

CAN’T MAKE IT TO SAN DIEGO? Some good news for those of you who can’t make it to the Workshop… We are planning on streaming the Workshop again LIVE over the internet (technology permitting). The link will be posted in the members area and we will email it out also shortly before the workshop begins.

Hotline Submission Form:

One of the benefits of being a Co-Invest Member is the ability to submit your questions to our “Hotline” where we will be able to help you get the answers you need so you feel confident in moving forward with a specific course of action.

In order to make the process of submitting to the Hotline easier and to make sure we have the information we need to research the best answer for you, we’ve set up a new web form for all Hotline submissions:

Do you have questions for our next call? Submit them to the Hotline!

Membership Site Updates:

We’ve got several updates inside of the members area since our last training call:

– The April Workshop videos have been edited into 10 separate videos broken down by topic and is now available here.

You’ll learn “How to Get Where You Want to Go”, we go in-depth into an Underwriting Case Study, we review our updated “Borrower Connect Campaign”, cover using Phone Systems for your business, Working With Custodians, we review our new checklist “Understanding the Note Flow, our “Loan Acquisition Checklist”, review a Loan Modification Trial Agreement, and more.

– We’ve added several new files to the Resources page:

#1) Understanding the Note Process

#2) The Loan Acquisition Checklist

#3) The Borrower Connect Campaign

#4) The Last Chance Contact Letter

#5) The Delinquent Interest Calculation Template

#6) CFG Call Checklist

Call Notes:

On this training we went through 2 new Case Studies. One in New York and one in Youngstown, OH.

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

Member Dashboard
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Event Calendar
Event Recordings
Hotline Submission
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