Will

YOU Be Our Next Success Story?

WELCOME
To the Flip & Fund Summit

A Little Info About Our Hometown Cleveland, Ohio

Home To Richest Man Who Ever Lived (Modern Times)

John D Rockefeller (Worth $660 Billion In Todays Money)

Home To The Tallest Building In Midwest Between NYC

And Chicago (Key Tower)
Home Of The 2 Most Talked About Sports Figures In The
World (LeBron James & Johnny Football)
Home Of The Republican National Convention 2016
Home Of One Of The Top 10 Investment Markets In The
U.S. For Cash Flowing Rentals And Apartments: Realty Trac
Home To One Of The Top 10 Revitalized Downtowns In U.S.
Wall Street Journal
2

WHO IS JOSH CANTWELL?

CEO of Strategic Freedom Funding & Freeland Companies

CEO of Yellow Jacket Properties

The Founder of Millennium Capital Investments (Private Money)
Managing Member of D.A.G. Properties

The Founder of Strategic Real Estate Coach Inc.

Founding Partner of Realeflow, LLC.
The Managing Editor of AcceleratedInvestor.com

JOSH CANTWELL
3

WHO IS JOSH CANTWELL?

Invested in and profited from 685 + properties over 10 years

Invested $5 million+ into Renovation Projections ($5M does NOT include the
purchase price)
Personally raised over $15 million of capital to fund all my own deals in the last
2 years (vey passively)

Former brokerage has sold 500+ houses for private clients including Fannie
Mae, Freddie Mac and Big Banks
Coached mentorship students on 10,000+ closed deals
Coaches = closed 5,000+ deals and made over $50,000,000 in profits
The leading authority on the Short Sale Quick-Turn

JOSH CANTWELL

I have pioneered using land trusts, option contracts and revocable living
trusts to short sale quick-turns
The leading authority on the Short Sale Quick-Turn
4

WHO IS JOSH CANTWELL?

I have pioneered using land trusts, option contracts and revocable living
trusts to short sale quick-turns

Pioneered the use of a letter of intent for quick flips including lease
options and equity wholesaling
Pioneered the use of equity participation for private investors
International email subscriber base of over 315,000 members worldwide
Local buyers list of over 10,000 buyers
Local direct mail newsletter subscriber base of over 500 high net worth
investors, clients and partners

They lend me money to fund my real estate transactions

JOSH CANTWELL

I surround myself with TOP LEVEL A PLAYERS in the real estate, finance and
internet marketing niche

ABOVE ALL ELSE.I AM BLESSED

I am a Pancreatic Cancer Survivor!
I was diagnosed on September 12th of 2011

Blessed to have had a life saving surgery on November 21, 2011

Survival alone is extremely rare
5 year survival rate is just 6%
Pancreatic Cancer Action Network Purple stride 5k Run
2012

2014

2013

Key Note Survival

Speaker

Top Personal and Team

Fund Raiser out of 2500
attendees

Presenting Sponsor Purple

stride Presented By Strategic
Real Estate Coach

Imagine What Just One

Big Profit Flip

Could Do In Your Life Right Now

5 STEP FLIP & FUND SUMMIT SYSTEM IN ACTION

5
3

Get The Funding

Handed Over To
You! The Funding
Opportunity does
the talking for you

Choose The Best

Deal On Your
Doorstep

Hand Over The Fix

Up Details To The
Handymen

Realtors Run
The Property
Launch Formula

Title Company
Runs The
Closing Checklist &
Cash Your $40,000
Check

DK KIM, ORLANDO FLORIDA REAL ESTATE ATTORNEY

MAVERICK MASTERMIND MEMBER

I invested $5,000 into a 2 on 1 Consulting and I made $82,000 in return. You tell me if the
Mentoring was worth it!

FLIP & FUND SUMMIT IS DESIGNED FOR YOU!

CONSULTING

Consulting And
Mastermind Event For
Flip and Fund Summit
Members Only (Not
Open To The Public)

SAME MODEL

SUPPORT

GOAL

We Are All Essentially

Doing The Exact Same
Business Model

My Team And Staff Of

Business Consultants
Is Here To Support
You And Help You
Grow Your Business

We Have 1 Goal: To Help

You Grow Your Real
Estate Business 10 Fold
From The Info And
Training You Receive In
The Next 3 Days.

10

WHY ARE YOU HERE? WHAT ARE YOUR GOALS?

What Specifically
Are You Hear To
Learn?

Lets Start The

Mastermind
Process Right
Now?

We Have A Tight Agenda

BUT We Can Modify As
Needed To Support
Everyone?

Flip Chart

11

YOUR FINANCIAL GAME PLAN PROFILES

Tote Bags (Get Them Out)
Fill Out and Turn In Your Financial Game Plan Profiles for Free One on One Biz. Dev.
Session
The More We Know Specifically About You The More We Can Help You Craft Your
Financial Game Plan
My Buddies And Business Development Consultants Are Here To Consult With You & Take
Your Business From Where You Are NOW To Where You Want To Be In The Fastest
Amount Of Time Possible

They Are Experts. They Are Here To Help You. They Are Not Cheap. Incredible
Opportunity To Get Free Consulting From Experts Who Help Small And Medium Sized
Companies Grow Their Businesses.

12

YOUR FINANCIAL GAME PLAN PROFILES

Tote Bags
(Get Them Out)

Fill Out and Turn In

Your Financial Game
Plan Profiles for Free
One on One Biz. Dev.
Session

The More We Know

Specifically About You
The More We Can Help
You Craft Your
Financial Game Plan

My Business
Development
Consultants Are Here
To Consult With You &
Take Your Business
From Where You Are
NOW To Where You
Want To Be In The
Fastest Amount Of
Time Possible

They Are Experts. They

Are Here To Help You.
They Are Not Cheap.
Incredible Opportunity
To Get Free Consulting
From Experts Who
Help Small And
Medium Sized
Companies Grow Their
Businesses.

13

S.R.E.C. TEAM

Business Development
Consultants
Hand Selected by Josh to
Help YOU

Staff has Blue Ribbons

Any Logistics and Event
Coordination

14

Business & Lifestyle Design

B.L.D

15

16

Business & Lifestyle Design

is the systematic process of determining
EXACTLY where you are, EXACTLY where you
want to go and EXACTLY how to get there in the
shortest amount of time possible

17

BUSINESS & LIFESTYLE DESIGN CONTEST

Masters Elite and VIP

Coaching Students
are eligible.

Contest runs Annually

January 1st
November 31st .

Tens of Thousands in
PRIZES

Winners Announced
at End of Year
Celebration in
December.

18

B.L.D. CONTEST DETAILS

4 Deal Closing Auto-Winner Contest:

Anyone who closes at least 4 profitable deals (of any kind, rehab,
REO, Short Sale, Wholesale etc.) OR makes at least $50k in
profits during the contest period & fills out BLD profile #1 and #2
completely will win the Trip to the Caribbean with Josh, Coaches,
SREC staff and Master's Elite.

19

GRAND PRIZE WINNERS 1ST PLACE

1ST PLACE INVESTOR / COACHING STUDENT OF THE YEAR
Newly signed up for Masters Elite Coaching.
Winner will be chosen from BLD #1 and #2, overall results and business growth during the
contest period.
Voted on by SREC Members and Social Media Followers
Just Like: The Voice, Dancing with Stars, American Idol
The Public will vote and decide the winner
HARLEY DAVIDSON

2 YEAR MERCEDES LEASE

SEA DOO

20

GRAND PRIZE WINNERS 2ND PLACE

2ND PLACE INVESTOR / COACHING STUDENT OF THE YEAR
Newly signed up for Masters Elite Coaching.
Winner will be chosen from BLD #1 and #2, overall results and business growth during the
contest period.
Voted on by SREC Members and Social Media Followers
Just Like: The Voice, Dancing with Stars, American Idol
The Public will vote and decide the winner
2nd PLACE PRIZES

TRIP TO EXOTIC HAWAII

TRIP TO EURPOE VIKING RIVER CRUISE

21

GRAND PRIZE WINNERS 3RD PLACE

3RD PLACE INVESTOR / COACHING STUDENT OF THE YEAR
Newly signed up for Masters Elite Coaching.
Winner will be chosen from BLD #1 and #2, overall results and business growth during the
contest period.
Voted on by SREC Members and Social Media Followers
Just Like: The Voice, Dancing with Stars, American Idol
The Public will vote and decide the winner
3rd PLACE PRIZE

ROLEX WATCH
HOME THEATRE

22

OTHER COOL FREEBIES AND DISCOUNTS

Either give us a video

testimonial or 5 star rating
and review on ITunes by
Sunday at noon.

Top 2 testimonials or reviews

as voted by SREC staff by
Sunday at 2:30pm will
WIN
A Tablet!

23

Some Of The Properties Ive personally flipped

in just the past 90 days
with none of my own cash or credit
&
without doing any of the work myself

24

907 School Drive

Cuyahoga Falls, Ohio

Paid

$55,000 (REO )

Improvements

$30,000

Private Funding

$85,000

Cash Back @ Close

$30,000

Sold for 4.29.15

$131,500

Net Profit

$38,000

Raised $85k capital from private lender

Funded via self directed IRA from private lender

25

5309 Lindford Ave

Canton, Ohio
SOLD

Paid

$55,000 (FNMA foreclosure)

Improvements

$43,000

Private Funding

$98,000

Cash Back @ Close

$43,000

Sold for

$165,000

Net Profit

$52,000

Raised $98k capital from private lender

Funded via self directed IRA from private lender

26

SCOTT TATGE WICHITA, KS CURRENT COACHING STUDENT

As a student of Josh's Accelerated Investor Platinum Programs, I strongly
recommend getting involved!!
My Coach is Justin Hill, and I would like to publicly brag on him for a minute! Not only has he been a Coach in
The Real Estate Investing Business, he has been part time Counselor as well! He has been there for all my
"stupid" questions and not once has he made me feel less than because of my lack of experience. Very patient
and kind. I hope that none of you think that this easy money, get rich quick kind of stuff! It takes time and work,
but I know that the payoffs are going to be worth it!!
I'm sure that any of Josh's Coaches are as high quality as Justin. You cannot not go wrong! Think if it as a
continuing education. Some of you may have spent thousands of dollars of a college degree, I know I did,
where did that get you?

27

2312 Iota Ave

Cuyahoga Falls, OH

Purchase Price

$53,000

Improvements

$29,000

Private Money

$86,000

CASH BACK

$33,000

ACQUISITION FEE $2,500 PAID TO ME WHEN I BOUGHT IT

List

$144,900

Sold

$139,000 in 2 weeks

Gross Profit

$53,900

Net Profit

$38,000

28

29

1297 Steve Dr.

Akron, Ohio

Purchase Price

$50,500

Improvements

$34,000

Investment

$84,600

Private Money

$90,000

Cash Back at Closing

$39,500

Sold

$135,000

NET PROFIT GOAL

$40,000

Closed

Funded by private lender via Self Directed IRA

Bank foreclosure

32

33

34

35

MY CURRENT SUCCESS IS THE PROOF THAT THIS

FREEDOM FUNDING SYSTEM WORKS
1355 Idlewood Ave = $35,000 Profit (rehabbing)
2227 7th St = $40,000 Profit (rehabbing)
211 Morrison Ave = $40,000 (rehabbing)
1473 Lakewood Ave = $60,000 Profit (rehabbing)
1546 Galaxy Drive = $40,000 Profit (rehabbing)
603 Broadway = $35,000 Profit (rehabbing)
5636 Fairland Ave = $35,000 Profit (listed)
6415 Miller Rd = $65,000 Profit (pending)
8674 Greenmeadow = $30,000 Profit (pending)
907 School Dr = $40,000 Profit (pending)
100 US Grant St = $400,000 Equity (Commercial)
2179 Pamer Ave = $25,000 Profit (sold)
770 Dunbar Rd = $25,000 Profit (sold)
145 Huffman Rd = $30,000 Profit (sold)
5309 Lindford Ave = $53,000 Profit (sold)
2713 Massillon Rd = $34,000 Profit (sold)
951 Wall Drive = $26,000 Profit (sold)
38 Edgewood Drive = $18,000 Profit (sold)
2312 Iota = $42,000 Profit (sold)
3954 Homestead = $36,000 Profit (sold)
1297 Steve Drive = $38,000 Profit (sold)
4034 Manchester = $27,000 Profit (sold)
1355 Keystone Dr = $40,000 Equity (sold)
242 Sandstone Ridge = $45,000 Equity (rented)
Total Net Profits =

$1,259,000 Since Jan 2014

In Past 12 months
With Freedom Funding

36

THE MODEL

The easiest way to get what you want it to take an already

existing working and highly effective business model and
DUPLICATE it in your own business.

37

$1 MILLION "FREEDOM" REI BUSINESS MODEL

DEPARTMENTS
Generate Multiple
Streams of
Income

Control
Everything By
Controlling the
Funding

Acquisitions
Department
Liquidations
Department
Operations Department
Owner Responsibilities

38

$1 MILLION "FREEDOM" REI BUSINESS MODEL

MILTON MALTZ

Owner of Malrite Communications

Unfortunately, if you want to have true wealth, youll have to do it based on

the the hard work of others!

A.K.A. You cant do it all by yourself. It takes a great leader. A great team. A
great culture where everyone is working towards personal and company goals
that are interconnected.

39

PROPERTY ACQUISITION

Goal = Get new

Buying Opportunities
and Properties into
the company

Marketing Manager

Acquisitions Manager
Could be the Same Person
When you are Boot
Strapping It

40

MARKETING MANAGER
MARKETING MANAGER
Job Description

Execute all Seller, Buyer and Private Lender

Marketing Initiatives

Drive Leads

NOTE: Needs to Be a Licensed Real Estate Agent

NOTE: Most of Job can be done from an office with

a computer and a cell phone

41

MARKETING MANAGER
SELLER MARKETING (OFF MARKET PROPERTIES)
EXECUTE SELLER MARKETING STRATEGIES
Direct Mail

List Buying

www.listsource.com

www.usleadlist.com

www.listability.com

www.realeflow.com

Pre-Foreclosure

Out of Town Landlords

Probate

Past Due Property Taxes

Code Violations

Vacants

Yellow Letter

www.yellowletters.com & www.yellowletterscomplete.com

Postcards

www.click2mail.com

42

MARKETING MANAGER
SELLER MARKETING (OFF MARKET PROPERTIES)
EXECUTE SELLER MARKETING STRATEGIES (CONTINUED)
Door Hangers
Craigslist
All the For Rents Rentals are all vacant
Bandit Signs
www.ezsigns.net
TV/Radio
Internet
Z Buyer
HomeBuyerNetwork.com
Drive Leads into the Sales Phone (Money Phone)
Phone number should be a cell phone capture software (i.e. Buyers on Fire)
The purpose of the phone is to get an appointment
Drive Leads into a web form (Money Website)
www.clevelandforsalehomes.com
43

MARKETING MANAGER
BUYER MARKETING
EXECUTE BUYER MARKETING STRATEGIES
Online
PPC: Facebook and Google (highest quality leads come from Google PPC)
Craigslist
Back page
Video
Social Media
Postlets.com
SellPoint.com
EXECUTE BUYER MARKETING STRATEGIES
Property Launches
Coordinate with Sales Manager / Listing Agent (or may be the Sales Manager/ Listing Agent)
TV/Radio
Real Estate Showcase every Sunday morning

44

MARKETING MANAGER
BUYER MARKETING
EXECUTE BUYER MARKETING STRATEGIES
Drive Leads into the Websites and Lead Capture C.R.M. software
Drive Leads into the Sales Phone (Money Phone)
Manage Buyer Database
Email & Text Marketing
Buyers On Fire - $97 / $197)

PRIVATE LENDER MARKETING

EXECUTE PRIVATE LENDER MARKETING STRATEGIES
Manage Private Lender Database
Email Marketing to Private Lender Database
www.icontact.com
Create and Release Monthly Private Lender Newsletter
Private Lender Lunch and Learn

45

MARKETING MANAGER
MARKETING MANAGER COMPENSATION
SMALL SALARY ($2K A MONTH) PLUS BONUS BASED ON LEAD FLOW
How many seller, buyer and private lender leads are they driving into the money phone and the money websites?
Plus Agent Commissions

SPECIAL NOTE
1.
The Marketing Manager + Acquisitions Manager + Sales Manager Can be the Same Person Or
The Marketing Manager + Acquisitions Manager Are the Same Person And
The Sales Manager is A Licensed Agent on Commission ONLY

46

MARKETING MANAGER
SPECIAL NOTE
2.

Mortgage Companies will engage in a Marketing Services Agreement and pay for Marketing / Leads
Credit Repair Companies will pay referral fees
Title Companies will pay referral fees
Other Real Estate Service providers will pay referral fees
Marketing Manager + Acquisitions Manager Are the Same Person And
Moving Companies will pay referral fees
Relocation Services Companies
Home Warranty Companies
Insurance Companies
Remodeling and Building and restoration companies

This money is used to offset the costs of Buyer and Seller Lead Generation

47

PROPERTY ACQUISITION

Goal = Get new Buying

Opportunities and
Properties into the
company

Marketing Manager

Acquisitions Manager

COULD BE THE SAME PERSON WHEN YOU ARE BOOT STRAPPING IT

48

ACQUISITIONS MANAGER
ACQUISITIONS MANAGER
JOB DESCRIPTION
Acquire Properties
Rehab Acquisitions
Wholesale Acquisitions
Short Sale Acquisitions
Rental / lease Option Acquisitions
NOTE: Needs to be a Licensed Real Estate Agent
NOTE: Most of Job is On Phone and Outside in the Field
NOTE: Most of job is working the leads that the Marketing Manger Created
INSIDE SALES
Manage and Process All Seller Leads
Refer leads to mortgage company
Refer leads to credit repair
Refer leads/appointments to realtors (if you have a brokerage)
Inside Phone Sales & Book Outside Appts in the Field
49

ACQUISITIONS MANAGER
ACQUISITIONS MANAGER
PROPERTY EVALUATION
REO: Research, Evaluation and Offers
MLS, Zillow, Homesteps, Homepath, and other sites
HUD Bids: Research, Evaluation and Offers
Daily bids on www.hudhomestore.com
Short Sale: Research, Evaluation and Offers
180+ D.O.M. + over 100K
MLS
FSBO / OFF MARKET / VACANT etc..
OUTSIDE SALES & PHYSICAL PROPERTY APPOINTMENTS
Door Knocking
View and See All Properties
Negotiate the purchase price with sellers and with listing agents

50

ACQUISITIONS MANAGER
ACQUISITIONS MANAGER
CONTRACTS AND OFFERS
Write and make all offers
Use the Fixer Formula
Execute and Sign Contracts
Collect Proper paperwork for each type of Transaction
REO
HUD
Short Sale
FSBO / Off Market / Vacant etc.

51

ACQUISITIONS MANAGER
ACQUISITIONS MANAGER
BPOs (FOR SHORT SALES)
PURCHASE CLOSING COORDINATION
Property Due Diligence
Open Escrow
Order Title Work
Title Company Coordination
Coordinate and Structure Funding with "Owner
Coordinate "Hand Off" to Rehab Project Manager
Coordinate "Hand Off" to Sales Manager / Agent AND / OR Loss Mitigation (for Short Sales)
COMPENSATION
Small Salary ($2k / mo) + Commission Based on Each Purchase OR Draw Against Commission Based on Each Purchase
3% commission of the sales price for every property you buy

52

$1 MILLION "FREEDOM" REI BUSINESS MODEL

Generate Multiple Streams of Income

Control Everything By Controlling the Funding

Departments
Acquisitions Department
Liquidations Department
Operations Department
Owner Responsibilities

53

PROPERTY DISPOSITION & LIQUIDATION

Goal = Sell And

Liquidate All
Properties Into
Profits Or Create
Passive, Cash
Flowing Rentals

Short Sale / Loss

Mitigation
(Outsource)

Renovation
Project Manager /
General Contractor

Sales Manager
(Preferred Listing
Agent)

Every Position Can Be Outsourced as needed

54

SHORT SALE / LOSS MITIGATION (OUTSOURCE)

SHORT SALE / LOSS MITIGATION MANAGER
JOB DESCRIPTION
Negotiate and Process all Short Sales
NOTE
Outsource short sale negotiation until pipeline is approx. 12 files
Once Pipeline is approx.. 12 files are more then bring in house
hire a full time short sale negotiator
Short Sale Coordination
Short Sale Negotiations
Bank Follow Up
Communication with Sales Manager / Listing Agent for Additional Paperwork
Listing Coordination
Communicate with Sales Manager / Listing Agent

55

SHORT SALE / LOSS MITIGATION (OUTSOURCE)

SHORT SALE / LOSS MITIGATION MANAGER
JOB DESCRIPTION
Short Sale Coordination
Short Sale Negotiations
Bank Follow Up
Communication with Sales Manager / Listing Agent for Additional Paperwork
Listing Coordination
Communicate with Sales Manager / Listing Agent
PURCHASE CLOSING COORDINATION
Property Due Diligence
Order Title Work
Title Company Coordination
Coordinate Funding with "Owner
Coordinate "Hand Off" to Acquisitions Manager
Coordinate "Hand Off" to Rehab Project Manager
Coordinate "Hand Off" to Sales Manager / Agent
56

SHORT SALE / LOSS MITIGATION (OUTSOURCE)

SHORT SALE / LOSS MITIGATION MANAGER
COMPENSATION (NO SALARY)
No Salary
$1,500 per Closing or %1.5 of Purchase Price Whichever is Greater
The Fee is paid by the Buyer

57

RENOVATION PROJECT MANAGER / GENERAL

CONTRACTOR
RENOVATION PROJECT MANAGER / GENERAL
CONTRACTOR
JOB DESCRIPTION
Rehab Project Management
Rental Property Management
RENOVATION COORDINATION
Utility Transfer
Walk Thru
Scope of Work
Budget
Schedule
Subcontractors
Hiring Skilled and Unskilled Labor
Job Bidding

58

RENOVATION PROJECT MANAGER / GENERAL

CONTRACTOR
RENOVATION PROJECT MANAGER / GENERAL
CONTRACTOR
REHAB MANAGEMENT
On Site Management of Schedule and Budget
On Site Management of Subcontractors
On Site Management of Skilled and Unskilled Labor
COMPENSATION
(NO SALARY) % of each rehab deal when its cold
15 20% of the Net from each rehab
(GENERAL CONTRACTOR)
15-30% of the budget will be their UPCHARGE
EX: REHAB BUDGET IS $30,000
expect to pay $4500 - $9000 to the GC

59

SALES MANAGER (PREFERRED LISTING AGENT)

SALES MANAGER (PREFERRED LISTING AGENT)
JOB DESCRIPTION
Sell Rehabs
Sell Wholesale Deals
Sell Retail Listings
Fill Vacant Rentals
Sells Lease Options and Owner Financing Deals
NOTE: Needs to be a Licensed Real Estate Agent
NOTE: This is an outside sales position and requires ALOT of phone work &
ALOT of physically showing properties in the field

60

SALES MANAGER (PREFERRED LISTING AGENT)

SALES MANAGER (PREFERRED LISTING AGENT)
PROPERTY LAUNCHES / OPEN HOUSES
Coordinate with Marketing Manager
Marketing Rehabs and Retail Listings
67 Step Marketing Plan Checklist (Sharp Concepts)
Property Prep
Cleaning
Staging
MLS Listing
Signs
Property Syndication

61

SALES MANAGER (PREFERRED LISTING AGENT)

SALES MANAGER (PREFERRED LISTING AGENT)
CONTRACT COORDINATION
Negotiate and Secure contracts with buyers
Closing Coordination
Closing Checklist
Title work
Paperwork
Addendums
Buyer Coordination
Inspections
Appraisals
Title Company Coordination
Preview HUD 1
Closing Date Coordination
Swapping Keys

62

SALES MANAGER (PREFERRED LISTING AGENT)

SALES MANAGER (PREFERRED LISTING AGENT)
RETAIL LISTING
Sign up and sell all retail listings (non-investment properties)
Many leads that come into an investment business from OFF MARKET marketing DO NOT turn into investment deals
Sellers wants full price
Properties need work but seller owes to much
PIVOT into listing these properties
COMPENSATION (NO SALARY)
(VIP SELLER LISTING COMP) 1.215% NET commission for each house
3% commission
For marketing, admin and tech
Or Flat Fee
$699
Limited Services Agreement

63

$1 MILLION "FREEDOM" REI BUSINESS MODEL

Generate Multiple Streams of Income

Control Everything By Controlling the Funding

Departments
Acquisitions Department
Liquidations Department
Operations Department
Owner Responsibilities

64

MANAGEMENT AND OPERATIONS

OFFICE MANAGER/ FINANCIAL CONTROLLER
JOB DESCRIPTION
Office Organization
Financial Organization
HR
Metrics (Reporting)
Weekly 90 180 Day Budget
Weekly Property Budgets
Weekly/ Monthly and Annual Forecasting with Owner
OPERATIONS
Create and Implement and Train on Business Systems

65

MANAGEMENT AND OPERATIONS

OFFICE MANAGER/ FINANCIAL CONTROLLER
Financials & Book keeping
Payroll
QuickBooks
Accounts Receivable
Accounts Payable
Mail Management
Filing
Financial Forecasting with Owner
P&L
Balance Sheets

66

MANAGEMENT AND OPERATIONS

OFFICE MANAGER/ FINANCIAL CONTROLLER
HUMAN RESOURCES
Background Checks
Interviewing
Hiring
Benefits
Health insurance
Disability Insurance
Life Insurance
401k
Office Inventory
Supplies

67

MANAGEMENT AND OPERATIONS

OFFICE MANAGER/ FINANCIAL CONTROLLER
IT

Phone
Internet
Computers
Software
Realeflow / Buyers on Fire / Commissions Inc.
Property Management
Property Coordination with Property Management Company
Property Maintenance with Project Manager / Property Mgmt. Co
COMPENSATION
Salary + Small Bonus based on Company Performance
$35 - $65k / yr.

68

$1 MILLION "FREEDOM" REI BUSINESS MODEL

Generate Multiple Streams of Income

Control Everything By Controlling the Funding

Departments
Acquisitions Department
Liquidations Department
Operations Department
Owner Responsibilities

69

OWNER / ENTREPRENEUR (YOU)

OWNER / ENTREPRENEUR (YOU)
JOB DESCRIPTION
Business Owner
Entrepreneur
Vision
Systems Creation, Documentation
Training on Systems
Funding and Raising all Capital
Metrics (reporting)
Weekly Meetings with Department Heads
Review of Each Department Weekly Metrics
Training Plans
Financials
90 -180 days future of the business

70

OWNER / ENTREPRENEUR (YOU)

OWNER / ENTREPRENEUR (YOU)
BUSINESS OPPORTUNITIES
Search out and network for future business opportunities
CHIEF NETWORKER
CHEIF HIRING DIRECTOR
FUNDING
Private Money
Recruiting and Networking for Private Money
Transactional Funding
Hard Money
Gap Funding
Bank Financing
Lines of Credit
OPERATIONS
Create and Implement and Train on Business Systems
Document and Structure Business Systems
71

OWNER / ENTREPRENEUR (YOU)

OWNER / ENTREPRENEUR (YOU)
COMPENSATION
Salary
(pay yourself a base salary just like any other employee)
+
(take out quarterly profits base don company performance)
(leave as much in the company as possible for cash flow and
confidence)

72

THE DECISION TREE

You need to have an going marketing and recruiting

strategy for private money, funding, hard money,
lines of credit, other funding sources

73

THE DECISION TREE

You need to have an going marketing and recruiting
strategy for private money, funding, hard money,
lines of credit, other funding sources
1) I Must Raise Private Money No Matter What
2) I Need A Project Manager / General Contractor
To Manage Rehabs, Renovations And
Improvements No Matter What
3) Do I Have Enough Seller Leads From On Market
Inventory: MLS, REO, HUD, FNMA, FDMC, Bank
Owned, Craigslist, Hubzu, Auction.Com, ~OR~ Do I
Need To Do Seller Marketing To Get Seller Leads?

74

THE DECISION TREE

4) If You Want To Be A Successful Wholesaler And
Part Of Your Investment Strategy Is To Make Quick
Cash Then You Must Do Motivated Seller Off Market
Marketing
5) If I Do Not Have Enough Inventory Then I Must
Do Seller Marketing
6) If I Have To Do Seller Marketing Then I Should
Have A Real Estate License / Brokerage, Short Sales,
Lease Options
7) If You Are Going To Do The Seller Marketing Are
You Going To Do The Marketing Yourself Or Are You
Going To Hire Someone To Do It For You??
Then You Need A Marketing Manager

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SREC Mentoring Application

In Advanced Packages
Workbook

Fill Out and Turn In

Your SREC Mentoring
Application & Pay the
$197 Application
Deposit

The More We Know

Specifically About You
The More We Can Help
You Craft Your
Financial Game Plan

My Business
Development
Consultants Are Here
To Consult With You &
Take Your Business
From Where You Are
NOW To Where You
Want To Be In The
Fastest Amount Of
Time Possible

They Are Experts. They

Are Here To Help You.
Incredible Opportunity
To Get Consulting
From Experts Who
Help Small And
Medium Sized
Companies Grow Their
Businesses.

76

BUSINESS & LIFESTYLE DESIGN CONTEST

Designed to SUPER CHARGE your business
over the next 12 months.
Masters Elite and VIP Coaching Students are eligible.

Contest runs January 1st October 31st.

Tens of Thousands in PRIZES

Winners Announced at End of Year Celebration

December.

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