Take a glimpse of what's covered...
The Foundations - Discover the people who influence and support your finance applications
Understanding the key team players
It is essential to understand who the key people involved in the process of helping you secure your funding are and what they actually do. You would be surprised at how many people don't know this!
We will teach you:
- The difference between a Residential and Commercial Broker
- What a broker actually does for you and how they can help you get the best deal
- How your broker can impact the final decision on your finance application
- Why it is important to find and engage the services of a broker who really understands property and how to structure your deal
- The difference between Lenders, Business Development Managers and Business
Underwriters - what they do and why they are important to you and your funding application
How to Build Your Power Team
Understand what a 'power team' really is... and what they can and should do for you.
Although an accountant, solicitor and broker are vitally important parts of your power team, you may be surprised to learn that you need more. We will help you discover who should be in your team, what to look for, and how and where to find them.
Preparing Your Application - How to prepare your application, the information you need and how it should be presented for a quick and efficient processing.
Getting the Numbers Right - Deal Analysis and Structure
The first step in presenting your property deal for successful financing is to know and understand your numbers
In this section you will:
In this section you will:
- Learn exactly why you need to understand the importance of having a deal analysis sheet that is appropriate to the project you are undertaking.
- We will go through a complete demo analysis of:
- Property Development project
- HMO Purchase and Conversion Project
- Bridging Loan Application and Exit Route
- How to calculate the true build and/or conversion costs
- What profit levels you need to make the deal work
The Art of Structuring the Deal
It is crucially important for you to understand how to structure your deals and develop the strategic thinking necessary to ensure it is the best option for your needs.
We will share with you:
- How to approach the vendor to get the best outcome for both you and them - this can be the difference between a deal that works and one that doesn't
- The importance of security - how to position your deal to give your investors and vendors confidence in you and your proposal
- How to gain 100% funding for your deal
- Understanding deferred payment prices and how you can use them to your benefit
Packaging Your Deals & Applications for Approval
Now we have gone through the numbers, it is finally time to package and present your deal to investors to secure funding.
You will learn:
- The information you are required to provide with each type of application
- Your numbers; providing summary and full deal analysis to demonstrate your knowledge and experience to the lender
- How to present your information to lenders to ensure a speedy response
- The secret of how to sell yourself to the lender, giving you an advantage over 90% of other borrowers
- The importance of your CV, why you need them and the information you MUST include
- How to create a CV from our template, which you can then use over and over again
- How to deal with the underwriters, the questions they might ask and how to answer them
Karl has been working in financial services for over 15 years and decided, together with Ali, to start their own company with the dual purpose of providing the highest level of customer service - sometimes altogether lacking in the financial sector - and to train new brokers to maximise their potential. 
With a combination of 12 years working in education and 11 years in the financial sector, Ali has become truly passionate about creating the best advisors on the market, fostering new talent through training, mentoring and supervision. We are Property Developers ourselves, so we understand the hurdles and pitfalls that developers may experience and can assist in overcoming these from our own personal experience. 
