Course curriculum

  • 1

    Introduction

    • Our Company

    • Intro to Self Storage

    • Self Storage Conversions

    • Introduction Quiz
  • 2

    Getting Contact Information (Team Bravo)

    • Navigating Lender Management Workspace Apps

    • Navigating Lender Contact B

    • Status on Lender Contact B

    • How to talk to loan officers (getting contact information)

    • Sample Call Audit 1

    • Sample Call Audits 2

    • Sample Call Audits 2
  • 3

    Oaktree Equity Overview

    • Process Overview

    • The Commercial Loan Process

    • Financing App's Views and Tools
  • 4

    Financing

    • How to Add Financing Leads in Podio Using Batch Upload

    • Overview of Financing

    • How the Financing App Works

    • Amortization and Balloon Loan

    • Being a Part of Credit Union

    • Refinancing Loan

    • Podio Training on the Mortgage Terms

    • Quiz Time