Contact Us
For Loan or Administrative Questions Contact:
Contact Sara Brandt at: Sara@topequityfinancial.com
Contact Bonnie Wilson at: Bonnie@topequityfinancial.com
Contact Terry Curtin directly: Terry@topequityfinancial.com
or by cell at (480) 797-6423
Tools For Your Success
Various Forms and Presentations
Make sure to check back often for new updates!
For Audio and Larger Files right click and choose "Save As"
New - Home Ownership Accelerator Information
- Home Ownership Accelerator Video - 5 Minute Video on how Accelerator works
- Home Ownership Accelerator Download - Download Video on how Accelerator works
- Financial Planner - Powerpoint presentation about Financial Planning
- Flyer - Dino - Promotional Flyer
- Flyer - Basic Event - Promotional Flyer for events
- Flyer - Basic Planner - Basic Fiancial Planner flyer
- Reverse Mortage - Publication about reverse mortgages
- Homeownership Accelerator - Overview
Mortgage Forms and Training
New Representatives START HERE!
- TEF Real Estate Business Overview - 2007 Business Overview
- TEF Business Card Template - Download to create your own Business Cards
- Rate Request Form - Use this to get mortgage rate quotes
- Application Form - Use this to take a full mortgage application
- How To Submit Business - Follow these procedures and get your loans closed fast!
- Basic Mortgage Glossary - Simple terms for you to know
- Mortgage 101 Power Point - Learn what you'll need to complete an application
- "Page 5 of the Application" - Use this simple form to get tons of referrals!
- "Page 5 Audio Training" - Listen to this and watch your business grow using "Page 5
- Consumer Mortgage Brochure - Give this to potential customers!***NEW***
Recruiting Tools
- Real Estate Agent Recruiting Brochure - Hand this to all the Real Estate Agents you see! ***NEW***
- Life and Annuity Agent Recruiting Flyer - Print or email this to insurance agents
- General Professional Recruiting Flyer - Good recruiting flyer for all types of professionals
- Representative Enrollment Form
- Rep IRS Form
- Direct Deposit For Commissions
Advanced Marketing and Sales Tools
- The Art of Referrals
- Create Trust With Customers
- Best Practices Worksheet
- Mental Triggers
- Mortgage Tax Strategies
- Mortgage Planner Glossary
- Customer Need Analysis
- Strategic Financing EBook
- Two Roads for Loan Officers
- Understanding Negative Amortization
- Mortgage Planning 101
- Cover Letter Prospective Clients
- Total Cost Selling Script
- Killer Marketing Strategies - Audio
- Cracking The Millionaire Code - Audio
- Home Equity Strategies - Audio
- It's Not Over Until You Win! - Audio
- Systems To Manage Your Time And Workflow - Audio
"The Home Ownership Accelerator" and the yellow flying house logo are registered trademarks of CMG Financial Services, Inc. Used with permission. Variable rate line of credit; balance may increase if draws exceed payments.