FREE RESOURCES
(EBOOKS, FORMS, PDFs)
eBook: How to Buy a Home and Secure Your Financial Future at the Same Time
Everything you need to know about securing your financial future ll in one convenient eBook. Immediate download!
$29.00 USD
You can get all of these in your membership in the Core7 Builder Program
How to Create a Core7 Networking Group
THE CORE7 REFERRAL SYSTEM: Join the Core7 Community and learn how to create structured mastermind groups to generate referrals, add value to your partners, and make a difference in the lives of your clients. (STEP BY STEP)
$50.00 USD every month
You can get all of these in your membership in the Core7 Builder Program
Core7 eBook of Scripts Offer
eBook: Core7 Book of Scripts THE CORE7: Learn how to create structured mastermind groups to generate referrals, add value to your partners, and make a difference in the lives of your clients. Book of Scripts Includes: Email scripts for business partners Email scripts for clients Email scripts for ALL Core7 Professionals Easy copy + paste format
$1.00 USD
You can get all of these in your membership in the Core7 Builder Program
COURSES & PRODUCTS
LOAN OFFICER & FINANCIAL ADVISOR PARTNERSHIPS
This course outlines how to create awesome Loan Officer & Financial Advisor Partnerships! Here’s what’s included in the course: - How these partnerships typically work - The hurdles and the benefits of the Partnership - How to prospect for Financial Advisors (Scripts, Emails, & Letters Incl.) - Interviewing the Financial Advisor (Questionnaire Included) - The Unique Meeting Presentation (templates, emails, forms, etc. included) - The Mortgage Review and the 2 questions to generate outgoing referrals - How clients benefit the most: full team collaborating on their behalf. - How Financial Advisors can be a Loan Officer's secret weapon in adding value to Realtor partners - The 4 Realtor Referral Opportunities for a Financial Advisor (All scripts and emails included) - The best way for Advisors and Loan Officers to help each other (introductions to other professionals)
$247.00 USD
You can get all of these in your membership in the Core7 Builder Program
THE CORE7 CERTIFICATION PROGRAM (w/Level 1 Coaching)
What Happens After You Join The Core 7 Certification Course 1. Once you pass the certification course and receive your certification as a Core 7 Professional, we will add you to The Matchmaker Program to meet Business Partners looking to create WIN/WIN referral partnerships. 2. Once you join a complete the Core7 Certification. You will be approved as a CORE7 BRONZE AFFILIATE. We will see you on the inside!
Free
You can get all of these in your membership in the Core7 Builder Program
You can get all of these in your membership in the Core7 Builder Program
50 DAYS TO CORE7 NETWORKING SUCCESS
50 DAYS TO CORE7 NETWORKING SUCCESS 50 DAYS TO CORE7 NETWORKING SUCCESS: Learn how Realtors, Mortgage Pros, Closing Attorneys/Escrow Officers, Financial & Insurance Advisors, Estate Planners, & Accountants can work as a team to generate unlimited referrals and add massive value to their clients.
Free
You can get all of these in your membership in the Core7 Builder Program
Core7 Mortgage Jumpstart
Mortgage Jumpstart What you will learn: Day #1: Start With The Right Business MindsetDay #2: Building Your Database ( attached is the core 7 database Builder)Day #3 - #8: ( part 1) Create A Process To Obtain And Gather Loan Documentation Up Front.Day #3 - #8: (part 2) Schedule The Loan Consultation And Receive Permission To Send The Pre-Consultation Worksheets. ( the pre-consultation worksheets will be attached to this post) Day #3 - #8: ( part 3) A Walkthrough Of Each Section Of The Pre-Consultation Worksheets And Handling Clients Pushback.Day #9: How Much Do You Want To Learn? And How Many Closings Do You Need? ( attached is the core 7 income calculator) Day #10: Choosing A Closing Attorney Or Escrow OfficerDay #11: Partner Prospecting Interviews ( attached is the realtor and financial planner questionnaires) Day #12: Call On Your Prospects Introduced By Your Attorney Or Escrow OfficerDay #13: Where Will You Get Your Business? The Business Pillars.Day #14: Create A Referral Directory( attached will be the prospecting letter and the core 7 referral directory template) Day #15: Design Your Follow-Up Plan.Day #16: Develop Your Unique Selling Proposition (USP)( attached is the what's your rate book discount) Day #17: Creating Your Introduction Letter For Prospecting( attached is the realtor follow up email, the realtor introduction letter, and the realtor no response follow up email.) Day #18: Build Your List Of Prospects Using The Core7 Approach System.( attached is the email follow-up. the wrong attachment is on this one. The attachment on this one should be in day 19.) Day #19: Start A Core7 Mastermind Group( included is The Mastermind agenda and core 7 cheat sheet. It may be much more simple to include the core 7 recruiting information package?) Day #20: Find A Credit Repair ExpertDay #21: Create Your Daily ScheduleDay #22: Time Blocking And Managing Your VoicemailDay #23: Become Financially LiterateDay #24: Used Loan Presentation SoftwareDay #25: Learn Your Elevator Scripts Based On Your Unique Selling Proposition.( attached is an example of the core 7 Mastermind agenda) Day #26: Other Networking GroupsDay #27: Pick One Prospecting Activity That You Enjoy That You Will Do Every Single Day.Day #28: A TIP- Make Good Service A Prospecting Activity
Free
You can get all of these in your membership in the Core7 Builder Program
THE CORE7 NETWORKING GROUP BUILDER PROGRAM ($49/m)
Start Building Your Core7 Networking Group Today For Real Estate, Mortgage, Tax, Insurance & Financial Pros ONLY 30 Days Free — Then Only $499/year (Lock in your rate for life) Build your group from scratch in 30 days Get consistent introductions via Matchmaker & Realtor Connection Core7 AI Agent with every script, course & checklist Weekly Q&A + Quarterly Mastermind with experts Private community of growth-focused pros “$250k/year from one group.” – Mortgage Pro “$100k/year from one partner.” – Realtor What Happens Next: Get instant access to the Core7 AI Agent & full training library Receive professional introductions right away Join your first live Q&A this week We will see you on the inside!
30-DAY FREE TRIAL
You can get all of these in your membership in the Core7 Builder Program
You can get all of these in your membership in the Core7 Builder Program
 Join the Core7 Networking Group Builder ProgramÂ
No, Thanks!
You can get all of these in your membership in the Core7 Builder Program
 Join the Core7 Networking Group Builder ProgramÂ
No, Thanks!
You can get all of these in your membership in the Core7 Builder Program
 Join the Core7 Networking Group Builder ProgramÂ
No, Thanks!
You can get all of these by joining the Builder Program
You get everything in the Builder Program along the AI Product
LIVE EVENTS
CORE7 MASTERY LIVE
Core7 Mastery Live is a two-day, in-person intensive training event designed exclusively for real estate, mortgage, tax, insurance, and financial professionals ready to master referrals, partnerships, and predictable growth.
You’ll leave with proven systems, live coaching, and clarity on how to implement the Core7 Referral System in your business.
