Second Mortgage - Wealth Safe

Curriculum

14 Sections
14 Lessons
10 Weeks

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1 Email Template 01 - WS sends Welcome Email to Client with Booking Link
1 Item
- 1.1
  Video Training Step 1
2 Email Template 02 - WS sends docs and summary of call with David
1 Item
- 2.1
  Video Training Step 2
3 Client returns structure forms and give property details
1 Item
- 3.1
  Video Training Step 3
4 Email Template 04 - WS instructs David Finney to prepare Deed of Gift
1 Item
- 4.1
  Video Training Step 4
5 David prepares Deed of Gift and sends to WS
1 Item
- 5.1
  Video Training Step 5
6 Email Template 05 - WS emails Deed of Gift to client
1 Item
- 6.1
  Video Training Step 6
7 Client returns signed Deed of Gift
1 Item
- 7.1
  Video Training Step 7
8 Email Template 06 - WS sends a copy of the signed Deed of Gift to David Finney and GL
1 Item
- 8.1
  Video Training Step 8
9 WS completes Solicitor Instruction Sheet
1 Item
- 9.1
  Video Training Step 9
10 Email Template 08 - WS gives instructions to GL to create documents
1 Item
- 10.1
  Video Training Step 10
11 Email Template 09 - WS informs client the legal documentation is ready and to expect instructions directly from Grindal Legal
1 Item
- 11.1
  Video Training Step 11
12 Email Template 10 - WS provides bank transfer instructions to client
1 Item
- 12.1
  Video Training Step 12
13 Email Template 11 - WS informs GL that transfers are completed and to go ahead and register the mortgage
1 Item
- 13.1
  Video Training Step 13
14 Email Template 12 - WS informs client that mortgage registration has taken place
1 Item
- 14.1
  Video Training Step 14

Second Mortgage 14 Sections14 Lessons10 Weeks

Curriculum

Video Training Step 1

Wealth Preservation Strategies

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