Welcome to Build Mode

Free Gifts I Promised

First off, thanks for being here and subscribing to my Build Mode Newsletter. This is where I plan to write more of the behind the scenes ideas, and other give-aways that I choose not to discuss in detail in the public forum of the YouTube series.

Time to get some of the giveaways I have promised into your hands ;-)

Build Mode Blueprint: go to this link and follow the steps below:

  1. Click “File” then “Make a New Copy”. If you skip this step you will be editing on the master and future subscribers will be downloading your version with your numbers…no Bueno.

  2. You can then save this to your own Google Drive for your ongoing use OR you can download it to excel and save it to your hard drive.

Copy of Email to get a meeting with Realtors

Same thing here, go ahead and click the link and then make a copy so you will have your own document that you can save to your google drive folder, or download it to Word so you can edit and save on your hard drive.

Realtor Pitch Deck

This is a copy of the actual Pitch Deck I used for the second realtor meeting in Build Mode Episode one. I also use a version of this when I am pitching new Realtors about the various things we offer to compel them to give us a chance. I realize that some of the sample links will not work for you. The links go to sample reports inside Tactical mortgage Solutions, and Compare my Offers which are the two softwares I use to showcase value to potential mortgage clients.

The sample report you see in the presentation was me going over our Mortgage Wealth management plan. I use Chat GPT to help me build robust reports for clients by giving Chat GPT the clients specific information and working through the idea I may be pitching about them using home equity to pay down their existing mortgage sooner. It is similar in theory to Smith manoeuvre but I think less complex.

Same thing here. Click the link and then go to “file” and “make a copy” so you have a version you can edit from there.

Got any questions? hit reply and send them to me and I will answer all questions.

Thanks again for being here, I am grateful for you!

Greg