Next Make More Money Now Workshop plus Q & A: October 22

Make More Money Now – Extended Workshop
Featuring 3 Wise Men Q&A
San Francisco/Oakland Bay Area
October 22, 2011

In today’s difficult legislative and economic environment, wouldn’t you like to acquire new and creative ways to do business that will increase your bottom line?

How about a personalized Q&A session with three of the most experienced and knowledgeable veterans of the mortgage lending industry whose goal is to help you not only understand and comply with new laws but also increase your income as a result of this understanding?

Our next Make More Money Now workshop offers two information-packed sessions full of tools and advice to help you protect and grow your business.

Morning Session:

Learn how to…

  • Navigate changes in the law in order to maintain your license and protect yourself against legal action by your lender;
  • Hire, use and terminate appraisers without violating the new law;
  • Accurately assess, document, and make business purpose loans, particularly when the loan is secured by a residence;
  • Assist a homeowner in making a sale if the buyer can’t qualify for a conventional loan;
  • Provide complete and adequate disclosures for your lenders about the risks and rewards of commercial loans.

Note: 3 DRE CE credits available.

Afternoon Q&A:

The 3 Wise Men Answer YOUR questions, such as…

  • What do I do to make a loan for a retiree with net worth but little income who wants to fix his house and sell it for retirement purposes?
  • How do I correctly document a business purpose loan?
  • How do I document ability to pay for a section 35 loan or anytime I am concerned a borrower can’t make the payments?
  • When should I require a borrower to have counsel?
  • Does my loan service agreement properly provide for my protection if there is a foreclosure?
  • Can I collect servicing fees from a lender if the borrower does not pay?
  • How do I protect multiple lenders from personal liability when they acquire a foreclosure property?
  • How can I arrange financing for borrower to bid at a trustee sale?
  • How do I organize types of corporations and LLCs for various functions of my business to comply with new disclosure and compensation rules?
  • (Insert your question here!)


8:00–8:30 a.m. Meet and greet, continental breakfast
8:30 a.m.–12:30 p.m. Morning Session
12:30–1:30 p.m. Lunch
1:30–4:00 p.m. Afternoon Q & A Session


Morning session: $195
Full day: $295
(Prices include box lunch)

Location and Registration:

The workshop is located at Crowne Plaza in Union City. Workshop attendees may mention “3 Wise Men” to receive a reduced rate for their hotel stay on Friday and/or Saturday nights.

Free direct shuttle service to and from the Oakland Airport available for all workshop attendees. To reserve your seat on the shuttle, contact Mark Yoshimitzu at (510) 489-2200.

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