RESOURCES
(EBOOKS, FORMS, PDFs)
eBook: How to Buy a Home and Secure Your Financial Future at the Same Time
How to Buy a Home and Secure Your Financial Future at the Same Time (E-Book) This Amazon bestseller shows how a young family buys a home the right way and builds long-term financial security using the Core7 approach. Easy to read for both consumers and professionals. Inside, you’ll learn: How to buy a home with confidence How to build your Core7 team How smart planning builds generational wealth How a simple process protects your financial future Immediate download included.
$29.00 USD
You can get all of these in your membership in the Core7 Builder Program
eBook: How to Create a Core7 Networking Group
How to Create a Core7 Networking Group (E-Book) Learn how to build your own Core7 Networking Group step-by-step. This simple guide shows you how to find the right professionals, run great meetings, and use the Core7 Referral Methodology to generate referrals the right way. Inside, you’ll learn: How to recruit the right partners for your team How to run Core7 meetings that create real business How to execute the Core7 System for incoming & outgoing referrals How to use accountability reminders to stay consistent How to add massive value to clients through teamwork Your blueprint to building a referral group that works.
$29.00 USD
You can get all of these in your membership in the Core7 Builder Program
Core7 eBook of Scripts Offer
The Core7 Book of Scripts (E-Book) Get the exact scripts top Core7 professionals use to generate referrals, build partnerships, and communicate with total confidence. Easy, simple, and ready to copy and paste. Inside, you’ll get: Email scripts for business partners Email scripts for clients Scripts for ALL Core7 professionals Proven language from 30+ years of real estate, mortgage, tax & financial experience Ready-to-use templates that save time and get results Your words matter. These scripts make them powerful.
$29.00 USD
You can get all of these in your membership in the Core7 Builder Program
COURSES & PRODUCTS
LOAN OFFICER & FINANCIAL ADVISOR PARTNERSHIPS
Loan Officer & Financial Advisor Partnerships Learn how to build powerful partnerships between Loan Officers and Financial Advisors that generate consistent referrals and create massive value for clients. Inside, you’ll learn: How these partnerships work and why they matter The hurdles and the real benefits How to prospect Financial Advisors (scripts, emails, letters included) How to interview Advisors the right way (questionnaire included) The unique meeting presentation with templates and forms The two questions that generate outgoing referrals The four Realtor referral opportunities for Advisors A complete system that helps clients and builds long-term partnerships.
$247.00 USD
You can get all of these in your membership in the Core7 Builder Program
THE CORE7 ONLINE CERTIFICATION BOOTCAMP
The Core7 Online Certification Bootcamp Get certified fast with this live, online Core7 training that walks you through every step of the Core7 Referral System. Learn how to recruit partners, run meetings, and stand out in your market. You’ll learn how to: Build your own Core7 referral group Find & recruit the right professionals Run meetings that create real business Use Core7 as your unique edge Create strong LO/FA and LO/Realtor partnerships Build simple auto-pilot funnels & lead magnets Complete the bootcamp and become eligible for an Exclusive Core7 Networking Group seat.
$497.00 USD
You can get all of these in your membership in the Core7 Builder Program
Core7 Employee Home Benefit - Corporate Lunch & Learn
The Core7 Employee Home Benefit Program Give companies a powerful employee benefit while creating a steady stream of new business for yourself. This program shows Core7 professionals how to bring real value to local employers through education, support, and expert guidance. You’ll learn how to: Offer home-buying benefits to local companies Run live Continuing Education seminars Provide true value to employees & HR teams Use the Core7 Referral Rolodex to serve every client Integrate real estate, mortgage, tax, insurance & financial pros into one system A unique way to stand out, help more people, and grow your business with purpose.
$97.00 USD
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 Learn how all Core7 professionals can work together as one powerful team. This step-by-step program shows you exactly how to build your group, follow the system, and generate referrals the right way. You’ll learn how to: Work as a team with Realtors, LOs, Attorneys, FAs, Insurance Pros & Accountants Generate unlimited referrals through the Core7 Methodology Build your Core7 group from scratch Run powerful meetings & one-on-one partner sessions Add massive value to clients through teamwork A simple daily plan to build real momentum and real results.
$247.00 USD
You can get all of these in your membership in the Core7 Builder Program
Core7 Mortgage Jumpstart
Core7 Mortgage Jumpstart (30 Days) Whether you're brand new or experienced, this 30-day plan shows you exactly how to build (or rebuild) your mortgage business the right way. Clear steps. Daily actions. Real momentum. In 30 days, you’ll learn how to: Build your database the Core7 way Collect complete loan documents up front Run strong loan consultations with confidence Handle client pushback the right way Use income goals to plan your closings Prospect Realtors, FAs & partners with proven scripts Create a referral directory & follow-up plan Build your USP and daily schedule Start a Core7 mastermind group Generate consistent business through simple systems A complete jumpstart for serious mortgage pros.
Free
You can get all of these in your membership in the Core7 Builder Program
THE CORE7 CERTIFICATION PROGRAM
The Core7 Certification Program Become a Certified Core7 Professional and learn the full Core7 Referral System step-by-step. This program teaches you how to work with all Core7 partners and build a true referral machine. You’ll learn how to: Generate unlimited referrals with Realtors & Financial Pros Build strong LO + FA and LO + Realtor partnerships Create and run Core7 Networking Groups Use the Core7 Methodology to add massive client value Build auto-pilot funnels & lead magnets that grow your database Complete the course, pass the quizzes, and become eligible for a seat in an Exclusive Core7 Networking Group.
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
 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
A two-day, in-person intensive for Core7 professionals who are ready to master the system at the highest level. This event is for serious pros who want precision, partnership mastery, and predictable growth.
At Mastery Live, you’ll get:
-
Advanced training on the full Core7 Referral System
-
Live coaching to fix gaps and improve execution
-
Deep dives on partnerships, meetings & client flow
-
Hands-on practice to do everything perfectly
-
Clarity on how to scale your business with Core7
Invite-only. High-level. Built for pros who want to lead their market.
EXCLUSIVE MEMBERSHIP
Core7 Exclusive Networking Groups
(Core7 Professionals Only)
Become the only official Core7 Networking Group in your entire state. Each group has exactly seven seats—one for each Core7 professional—creating a powerful, structured referral team built on accountability and results.
As a member, you get:
-
A guaranteed seat as the only Core7 group in your state
-
Warm introductions to partners and potential clients
-
Help building your group and your referral Rolodex
-
Marketing done for you to fill your chapter
-
A predictable, accountable referral system
-
Access to the Core7 Builder Community & support
To qualify, you must complete the Core7 Certification and be an active Builder Program member.
Core7 Exclusive Rolodex Program
The Core7 Rolodex is an exclusive directory connecting trusted service professionals— with only one seat per industry in each state.
Core7 Networking Group Builder Program
Join the Core7 Builder Community and learn how to create a Core7 Networking Group to generate referrals and add value to your clients.
