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Calling Scripts & Tips
The Best Time to Make Calls
This ebook will show you the six suggestions when to call buyers and to help you know the best day and time to make the call.
Download PDFFree Resources · Downloadable eBooks
Learning is a Lifelong Process
Business is about giving back without expecting anything in return. TAG LENDING GROUP carefully prepared these FREE resources section for YOU to be fast, be first, but never be alone. Enjoy!
- 59 free downloads
- 5 categories
- For Realtors, MLOs & homebuyers
Showing 59 of 59 free resources
Calling Scripts & Tips
Scripts, metrics, and call habits that turn conversations into appointments.
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Calling Scripts & Tips
Cold Calling Metric
This ebook covers helpful information that you need to know about cold calling. It includes different calling metrics.
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Calling Scripts & Tips
Sales Call Mistakes That Make Prospects Hang Up
This ebook will show you how you would be able to establish an authoritative relationship so that you'll not be stuck playing catch up.
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Calling Scripts & Tips
19 Questions To Ask On A Call During The Sales Discovery Process
This ebook will let you learn how to establish an authoritative relationship so that you'll not be stuck playing catch up.
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Calling Scripts & Tips
Cold Email vs Cold Call
This ebook helps you decide which method your prospect will be most responsive to.
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Calling Scripts & Tips
Things You Need to Know About Cold Calling
This ebook covers the information about Cold Calling and will help you to become skillful in executing it.
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Calling Scripts & Tips
How To Choose the Right KPIs for Your Business
This Ebook will cover the metrics or data points that are used to assess how well your firm is performing in relation to a set of objectives.
Download PDFGoal Planning Templates
Worksheets, intake sheets, and checklists to plan and track every deal.
Goal Planning Templates
Know Your Numbers Worksheet
This worksheet includes the process that will help you to reach your annual income goal.
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Goal Planning Templates
Listing Management Checklist
This checklist is a breakdown of the different stages of listings.
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Goal Planning Templates
Buyer's Intake Sheet
This intake sheet collects certain information for buyers.
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Goal Planning Templates
Seller's Intake Sheet
This intake sheet collects certain information for sellers.
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Goal Planning Templates
Buyer's Consultation
This is an information sheet for all buyers who seeks help, advice, or consultation.
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Goal Planning Templates
Application Checklist Purchase Refinance
This Application checklist is for multiple borrowers, W-2 employees, self-employed, and Retired.
Download PDFHome Buying Process
Guides that walk buyers from renting to closing day.
Home Buying Process
Home Buying Process Tip
When you plan in buying a dream home, this is a helpful guide in what to do and what not to do.
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Home Buying Process
Rent VS Own
This is a guide to help you before you decide whether to rent or own a home.
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Home Buying Process
Secret of a Mortgage Loan
This ebook gives advice on the key things that home buyers need to know—from where to go for your loan to how you can up your chances of being approved for a mortgage
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Home Buying Process
Six Stages To Obtain Mortgage
This ebook explains the 6 stages of a mortgage and prepare you for the steps that are ahead of you and what to expect.
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Home Buying Process
Settlement Costs and Helpful Information
This eBook will help you take this big financial step by describing the home buying, home financing, and settlement process.
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Home Buying Process
7 Things to Do Before House Hunting
This ebook includes the 7 TIPS that you can do before house hunting. We got you covered. Avoid the " I didn't know " lines by downloading this helpful information!
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Home Buying Process
Your Home Loan Toolkit
This eBook is a toolkit that can help you make better choices along your path to owning a home.
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Home Buying Process
Small-Dollar Mortgage
This eBook will explain why small-dollar loans were notably higher than denial rates for larger loans
Download PDFHow-Tos
Practical playbooks for objections, follow-ups, and staying in control.
How-Tos
What to Say to No-Show Clients and Prospects After a Missed Meeting
This eBook contains different ways to effectively nudge your no-show prospects without feeling like you're shouting into a void.
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How-Tos
Why Are Deals Blowing Up In Your Face?
This eBook includes the primary reason to get pre-approved for a mortgage before shopping for homes.
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How-Tos
How to Prorate Different Types of Charges
Learn how to prorate 10 common types of charges so you know who pays what at closing.
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How-Tos
How to Sell to Decision-Makers and Influencers
This eBook will help you distinguish sales leads that you may have. This will give you insight into how to sell to decision-makers and influencers.
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How-Tos
5 Simple But Effective Ways To Show You're In Control
This eBook is a guide that shows the different ways that could help you remain in control of any kind of client.
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How-Tos
How to Know if You Qualify For a Home Mortgage Loan
This eBook will show you the common reasons why borrowers face rejection.
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How-Tos
7 Objections And How to Overcome Them
This eBook contains 7 different objections that clients might tell you. It also contains the solution for each objection.
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How-Tos
Seller Concession Guideline Grid
This eBook shows helpful information you got to know about different options of the program, minimum down payments, and Seller concession.
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How-Tos
Stall Objections
This eBook covers 3 Common stall objections and how to overcome them
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How-Tos
Reviewing DUs And Offers Like A Top Producer
In this ebook, you'll find out what are the things that need to be reviewed on DUs.
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How-Tos
How to Send a Follow-Up Email After No Response?
The ebook will cover the reasons why you need to send a follow-up email, the right time to send a followup email, and the follow-up email templates you can use .
Download PDFCheat Sheets
Quick-reference guidelines, formulas, and limits for loan scenarios.
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Cheat Sheets
Pillow Money Cheat Sheet
This eBook covers useful information about the percentage of FHA/VA and Conventional.
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Cheat Sheets
Gap of Employment
This eBook will show you 6 or more months in the last 24 months of work GAP of employment.
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Cheat Sheets
How To Prorate Real Estate Taxes?
This eBook shows you how to find out more on How to Prorate Real Estate Taxes Formula.
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Cheat Sheets
Minimum Submission List By The TAG Team
This ebook is a detailed guide that would help you as a buyer in your application.
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Cheat Sheets
Steps To The Close
This eBook will show you how you can build value and credibility for your clients. It also includes different steps that will help you respond to your clients.
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Cheat Sheets
Condo Budget Formula
Are you planning to acquire a CONDO? This eBook will show you a guide in computing Reserves allocated annually divided by HOA dues.
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Cheat Sheets
Down Payments
This eBook shows you if you have enough equity to trade out for another.
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Cheat Sheets
Waiting Periods
This ebook will help you start planning for a progressively better future!
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Cheat Sheets
The Power Of Approval
This eBook will show the important steps in the home buying process is obtaining conditional approval.
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Cheat Sheets
Guideline For Gift Funds
This ebook covers conventional, FHA (Federal Housing Administration), VA (Veterans Affairs), USDA (United States Department of Culture).
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Cheat Sheets
Nurse Qualification
This guide will help you to get approved despite the unique challenges that nurses and travel nurses face when trying to buy a home.
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Cheat Sheets
Traveling Nurse
This ebook will show you three important requirements that you need in order to qualify as a Nurse.
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Cheat Sheets
Condo Cheat Sheet
This cheat sheet includes the requirements needed regarding the full condo project approval.
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Cheat Sheets
Standards For Who Pays For Title Insurance By County
This eBook includes information regarding which party customarily pays the owner’s title insurance policy premium in a residential transaction in Florida.
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Cheat Sheets
FHA New Student Loan Debt Policies
This eBook includes information regarding new student loan debt policies which is shows the changes from the previous policy.
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Cheat Sheets
LOAN TYPES & Requirements
This eBook includes the different types of loans and their requirements itemized in a chart.
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Cheat Sheets
FHA County Loan Limits – Florida & Nationwide
FHA loan limits by county for Florida and every other state, so you can quickly check the maximum FHA loan amount in any market.
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Cheat Sheets
Minimum Docs List
This ebook would help you to identify the list of documents needed for pre-approval to be issued.
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Cheat Sheets
9 States with No Income Tax
This ebook would help you to identify the list of states with no income tax.
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Cheat Sheets
Selling Household Items
This ebook contains a list of hidden sources of extra money lying around your house that can be used to purchase a home.
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Cheat Sheets
Spousal and Community Property Taxes
Explains what your spouse will need to sign, their role in the process, and their responsibilities.
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Cheat Sheets
Student Loan
This ebook would help you to know three types of loans students can use.
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Cheat Sheets
2026 Conforming Loan Limits
Fannie Mae and Freddie Mac 2026 loan limits: the national baseline, the high-cost ceiling, and every county above the baseline.
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Cheat Sheets
Red Button Checklist
A checklist plan that outlines different components for Foreclosure, Bankruptcy, or Short sales
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Cheat Sheets
10 Real Estate Social Media Marketing Strategies That'll Bring in New Business
Learn the benefits of using social media for real estate, a handy list of do’s and don’ts for agents to follow, and examples of posts you can incorporate into your real estate social media strategy.
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