TAG Lending Group Resource Library
FREE RESOURCES
Business is about giving back without expecting anything in return. TAG LENDING GROUP carefully prepared these FREE resources for YOU to be fast, be first, but never be alone.
Mortgage Cheat Sheets
Cheat Sheet
LLPA Heat Map Cheat Sheet
Low-level pricing adjustment cheat sheet about the latest changes affecting rates.
FREE COPY
Cheat Sheet
Pillow Money Cheat Sheet
Useful FHA, VA, and Conventional percentage information.
FREE COPY
Cheat Sheet
How To Prorate Real Estate Taxes?
Formula guide for prorating real estate taxes.
FREE COPY
Cheat Sheet
Minimum Submission List By The TAG Team
A detailed guide to help buyers with application submission.
FREE COPY
Cheat Sheet
The Power Of Approval
Important home buying steps related to conditional approval.
FREE COPY
Cheat Sheet
Guideline For Gift Funds
Gift fund guidelines for Conventional, FHA, VA, and USDA.
FREE COPY
Cheat Sheet
Nurse Qualification
Three important requirements needed to qualify as a nurse.
FREE COPY
Cheat Sheet
Standards For Who Pays For Title Insurance By County
Florida title insurance payment standards by county.
FREE COPY
Cheat Sheet
FHA New Student Loan Debt Policies
Information about FHA student loan debt policy changes.
FREE COPY
Cheat Sheet
LOAN TYPES & Requirements
Different loan types and requirements in a simple chart.
FREE COPY
Cheat Sheet
FHA Mortgage Limits List - FHA Forward
Guide for down payment and funding fee information.
FREE COPY
Cheat Sheet
FHA Mortgage Limits List - All States
Guide for FHA mortgage limits in all states.
FREE COPY
Cheat Sheet
Hidden Resources
Hidden sources of extra money around the house for home purchase funds.
FREE COPY
Cheat Sheet
Spousal and Community Property Taxes
Explains spouse signing requirements and responsibilities.
FREE COPY
Cheat Sheet
Loan Limits are on the RISE!
Loan limit increase information for all states except AK and HI.
FREE COPY
Cheat Sheet
Red Button Checklist
Checklist for foreclosure, bankruptcy, or short sale situations.
FREE COPYCalling Scripts & Tips
Calling Scripts & Tips
The Best Time to Make Calls
Six suggestions for knowing the best day and time to call buyers.
FREE COPY
Calling Scripts & Tips
Cold Calling Metric
Helpful information and calling metrics for cold, warm, and hot calling.
FREE COPY
Calling Scripts & Tips
Sales Call Mistakes That Make Prospects Hang Up
Common call mistakes and how to avoid losing prospects early.
FREE COPY
Calling Scripts & Tips
19 Questions To Ask On A Call During The Sales Discovery Process
Discovery questions to help establish an authoritative relationship.
FREE COPY
Calling Scripts & Tips
Cold Email vs Cold Call
A guide to help decide which outreach method a prospect may respond to best.
FREE COPY
Calling Scripts & Tips
Things You Need to Know About Cold Calling
Source PDF currently returns an internal error and needs to be reuploaded in HubSpot.
LINK NEEDS REUPLOAD
Calling Scripts & Tips
How To Choose the Right KPIs for Your Business
Metrics and data points used to assess performance against goals.
FREE COPYGoal Planning Templates
Goal Planning
Listing Management Checklist
A breakdown of the different stages of listings.
FREE COPY
Goal Planning
Buyer’s Intake Sheet
An intake sheet to collect important buyer information.
FREE COPY
Goal Planning
Seller’s Intake Sheet
An intake sheet to collect important seller information.
FREE COPY
Goal Planning
Buyer’s Consultation
An information sheet for buyers seeking guidance or consultation.
FREE COPY
Goal Planning
Application Checklist Purchase Refinance
Checklist for borrowers, W-2 employees, self-employed, and retired clients.
FREE COPYHome Buying Process
Home Buying
Home Buying Process Tip
A helpful guide on what to do and what not to do when buying a home.
FREE COPY
Home Buying
Secrets of a Mortgage Loan
Key things home buyers need to know to improve approval chances.
FREE COPY
Home Buying
Six Stages To Obtain Mortgage
Explains the six stages of a mortgage and what borrowers should expect.
FREE COPY
Home Buying
Settlement Costs and Helpful Information
Helpful information about home buying, home financing, and settlement.
FREE COPY
Home Buying
7 Things to Do Before House Hunting
Seven tips to prepare before shopping for a home.
FREE COPY
Home Buying
Your Home Loan Toolkit
A toolkit to help buyers make better choices on the path to homeownership.
FREE COPY
Home Buying
Small-Dollar Mortgage
Explains small-dollar loans and related mortgage details.
FREE COPYHow To’s
How To’s
What to Say to No-Show Clients and Prospects After a Missed Meeting
Ways to nudge no-show prospects professionally.
FREE COPY
How To’s
Why Are Deals Blowing Up In Your Face?
Source PDF currently returns an internal error and needs to be reuploaded in HubSpot.
LINK NEEDS REUPLOAD
How To’s
How to Prorate Real Different Types of Change
Learn different proration changes and how to handle them.
FREE COPY
How To’s
How to Sell to Decision-Makers and Influencers
Source PDF currently returns an internal error and needs to be reuploaded in HubSpot.
LINK NEEDS REUPLOAD
How To’s
5 Simple But Effective Ways To Show You’re In Control
Simple ways to remain in control with clients.
FREE COPY
How To’s
How to Know if You Qualify For a Home Mortgage Loan
Common reasons borrowers face mortgage rejection.
FREE COPY
How To’s
7 Objections And How to Overcome Them
Seven common client objections and how to respond.
FREE COPY
How To’s
Seller Concession Guideline Grid
Helpful program options, minimum down payment, and seller concession guide.
FREE COPY
How To’s
Stall Objections
Source PDF currently returns an internal error and needs to be reuploaded in HubSpot.
LINK NEEDS REUPLOAD
How To’s
Reviewing DUs And Offers Like A Top Producer
Source PDF currently returns an internal error and needs to be reuploaded in HubSpot.
LINK NEEDS REUPLOAD
How To’s
How to Send a Follow-Up Email After No Response?
Follow-up timing, reasons, and templates after no response.
FREE COPYMarketing / Realtor Resources
Marketing Resource
Real Estate Social Media Marketing Strategies
Benefits, do’s and don’ts, and examples of real estate social media posts.
FREE COPYTAG Lending Group Resource Library
FREE RESOURCES
Business is about giving back without expecting anything in return. TAG LENDING GROUP carefully prepared these FREE resources for YOU to be fast, be first, but never be alone.
Mortgage Cheat Sheets
Cheat Sheet
LLPA Heat Map Cheat Sheet
Low-level pricing adjustment cheat sheet about the latest changes affecting rates.
FREE COPYCheat Sheet
Pillow Money Cheat Sheet
Useful FHA, VA, and Conventional percentage information.
FREE COPYCheat Sheet
Minimum Submission List By The TAG Team
A detailed guide to help buyers with application submission.
FREE COPYCheat Sheet
The Power Of Approval
Important home buying steps related to conditional approval.
FREE COPYCheat Sheet
Guideline For Gift Funds
Gift fund guidelines for Conventional, FHA, VA, and USDA.
FREE COPYCheat Sheet
Standards For Who Pays For Title Insurance By County
Florida title insurance payment standards by county.
FREE COPYCheat Sheet
FHA New Student Loan Debt Policies
Information about FHA student loan debt policy changes.
FREE COPYCheat Sheet
LOAN TYPES & Requirements
Different loan types and requirements in a simple chart.
FREE COPYCheat Sheet
FHA Mortgage Limits List - FHA Forward
Guide for down payment and funding fee information.
FREE COPYCheat Sheet
FHA Mortgage Limits List - All States
Guide for FHA mortgage limits in all states.
FREE COPYCheat Sheet
Hidden Resources
Hidden sources of extra money around the house for home purchase funds.
FREE COPYCheat Sheet
Spousal and Community Property Taxes
Explains spouse signing requirements and responsibilities.
FREE COPYCheat Sheet
Loan Limits are on the RISE!
Loan limit increase information for all states except AK and HI.
FREE COPYCheat Sheet
Red Button Checklist
Checklist for foreclosure, bankruptcy, or short sale situations.
FREE COPYCalling Scripts & Tips
Calling Scripts & Tips
The Best Time to Make Calls
Six suggestions for knowing the best day and time to call buyers.
FREE COPYCalling Scripts & Tips
Cold Calling Metric
Helpful information and calling metrics for cold, warm, and hot calling.
FREE COPYCalling Scripts & Tips
Sales Call Mistakes That Make Prospects Hang Up
Common call mistakes and how to avoid losing prospects early.
FREE COPYCalling Scripts & Tips
19 Questions To Ask On A Call During The Sales Discovery Process
Discovery questions to help establish an authoritative relationship.
FREE COPYCalling Scripts & Tips
Cold Email vs Cold Call
A guide to help decide which outreach method a prospect may respond to best.
FREE COPYCalling Scripts & Tips
Things You Need to Know About Cold Calling
Cold calling basics to help improve execution and confidence.
FREE COPYCalling Scripts & Tips
How To Choose the Right KPIs for Your Business
Metrics and data points used to assess performance against goals.
FREE COPYGoal Planning Templates
Home Buying Process
Home Buying
Home Buying Process Tip
A helpful guide on what to do and what not to do when buying a home.
FREE COPYHome Buying
Secret of a Mortgage Loan
Key things home buyers need to know to improve approval chances.
FREE COPYHome Buying
Six Stages To Obtain Mortgage
Explains the six stages of a mortgage and what borrowers should expect.
FREE COPYHome Buying
Settlement Costs and Helpful Information
Helpful information about home buying, home financing, and settlement.
FREE COPYHome Buying
7 Things to Do Before House Hunting
Seven tips to prepare before shopping for a home.
FREE COPYHome Buying
Your Home Loan Toolkit
A toolkit to help buyers make better choices on the path to homeownership.
FREE COPYHow To's
How To's
What to Say to No-Show Clients and Prospects After a Missed Meeting
Ways to nudge no-show prospects professionally.
FREE COPYHow To's
Why Are Deals Blowing Up In Your Face?
Helpful guide explaining why pre-approval matters before shopping.
FREE COPYHow To's
How to Prorate Real Different Types of Change
Learn different proration changes and how to handle them.
FREE COPYHow To's
How to Sell to Decision-Makers and Influencers
Insight into how to sell to decision-makers and influencers.
FREE COPYHow To's
5 Simple But Effective Ways To Show You're In Control
Simple ways to remain in control with clients.
FREE COPYHow To's
How to Know if You Qualify For a Home Mortgage Loan
Common reasons borrowers face mortgage rejection.
FREE COPYHow To's
7 Objections And How to Overcome Them
Seven common client objections and how to respond.
FREE COPYHow To's
Seller Concession Guideline Grid
Helpful program options, minimum down payment, and seller concession guide.
FREE COPYHow To's
Reviewing DUs And Offers Like A Top Producer
Things that need to be reviewed on DUs.
FREE COPYHow To's
How to Send a Follow-Up Email After No Response?
Follow-up timing, reasons, and templates after no response.
FREE COPYMarketing / Realtor Resources
Marketing Resource
Real Estate Social Media Marketing Strategies
Benefits, do's and don'ts, and examples of real estate social media posts.
FREE COPYTAG Lending Group Resource Library
FREE RESOURCES
Business is about giving back without expecting anything in return. TAG LENDING GROUP carefully prepared these FREE resources for YOU to be fast, be first, but never be alone.
Mortgage Cheat Sheets
Cheat Sheet
LLPA Heat Map Cheat Sheet
Low-level pricing adjustment cheat sheet about the latest changes affecting rates.
FREE COPYCheat Sheet
Pillow Money Cheat Sheet
Useful FHA, VA, and Conventional percentage information.
FREE COPYCheat Sheet
How To Prorate Real Estate Taxes?
Formula guide for prorating real estate taxes.
FREE COPYCheat Sheet
Minimum Submission List By The TAG Team
A detailed guide to help buyers with application submission.
FREE COPYCheat Sheet
The Power Of Approval
Important home buying steps related to conditional approval.
FREE COPYCheat Sheet
Guideline For Gift Funds
Gift fund guidelines for Conventional, FHA, VA, and USDA.
FREE COPY