Learning is a Lifelong Process

Business is about giving back without expecting anything in return. TAG TEAM carefully prepared these FREE resources section for YOU to be fast, be first, but never be alone. Enjoy!

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!

CALLING SCRIPTS & TIPS

 

Best Time to make calls

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.

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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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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.

19 Questions To Ask On A Call During The Sales Discovery Process

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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Cold Email vs Cold Call

This ebook helps you decide which method your prospect will be most responsive to.

Cold Calling

 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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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.

GOAL PLANNING TEMPLATES

 

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Know Your Numbers Worksheet

This worksheet includes the process that will help you to reach your annual income goal.

Listing Management Checklist

Listing Management Checklist

This checklist is a breakdown of the different stages of listings. 

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Buyer's Intake Sheet

This intake sheet collects certain information for buyers.

Seller Intake

Seller's Intake Sheet

This intake sheet collects certain information for sellers.

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Buyer's Consultation

This is an information sheet for all buyers who seeks help, advice, or consultation. 

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Application Checklist Purchase Refinance

This Application checklist is for multiple borrowers, W-2 employees, self-employed, and Retired.

HOME BUYING PROCESS

 

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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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Rent VS Own

This is a guide to help you before you decide whether to rent or own a home. 

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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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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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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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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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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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Small-Dollar Mortgage

This eBook will explain why small-dollar loans were notably higher than denial rates for larger loans

HOW TOs

 

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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. 

Why Are Deals Blowing Up In Your Face?

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.

How to prorate

How to Prorate Real Different Types of Change

This eBook will allow you to learn 10 different changes and got a chance to know how you're going to prorate those types of changes. 

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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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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. 

How to Know if You Qualify For A Home Mortgage Loan

How to Know if You Qualify For a Home Mortgage Loan

This eBook will show you the common reasons why borrowers face rejection. 

7 Objections And How to Overcome Them

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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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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Stall Objections

 

This eBook covers 3 Common stall objections and how to overcome them

Reviewing DUs And Offers Like A Top Producer

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 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.



CHEAT SHEETS

 

Pillow Money Cheat Sheet

Pillow Money Cheat Sheet

This eBook covers useful information about the percentage of FHA/VA and Conventional.

Gap of Employment

Gap of Employment

This eBook will show you 6 or more months in the last 24 months of work GAP of employment.

How To Prorate Real Estate Taxes?

How To Prorate Real Estate Taxes?

This eBook shows you how to find out more on How to Prorate Real Estate Taxes Formula.

Minimum Submission List By The TAG Team

Minimum Submission List By The TAG Team

This ebook is a detailed guide that would help you as a buyer in your application.

Steps To The Close

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.

Condo Budget Formula

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.

Down Payment

Down Payments

This eBook shows you if you have enough equity to trade out for another.

Waiting Period

Waiting Periods

This ebook will help you start planning for a progressively better future!

The Power Of Approval

The Power Of Approval

This eBook will show the important steps in the home buying process is obtaining conditional approval.

Guideline For Gift Funds

Guideline For Gift Funds

This ebook covers conventional, FHA (Federal Housing Administration), VA (Veterans Affairs), USDA (United States Department of Culture).

Traveling Nurse

Traveling Nurse

This guide will help you to get approved despite the unique challenges that nurses and travel nurses face when trying to buy a home.

Nurse Qualification

Nurse Qualification

This ebook will show you three important requirements that you need in order to qualify as a Nurse.

Condo Cheat Sheet

Condo Cheat Sheet

This cheat sheet inlcudes the requirements needed regarding the full condo project approval.

Mortgage Credit Certificate

Mortgage Credit Certificate

This ebook will show you what a mortgage credit certificate is and the basic eligibility to qualify.

Standards For Who Pays For Title Insurance By County

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.

MCC

MCC Formula

 

This eBook includes note or loan amount up top on Header of Loan and Borrower Income limits by country.

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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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LOAN TYPES & Requirements

This eBook includes the different types of loans and their requirements itemized in a chart.

FHA Mortgage Limits List - FHA Forward

FHA Mortgage Limits List - FHA Forward

This eBook includes a guide for  downpayment and your funding fee under first use and after use.

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FHA Mortgage Limits List - Florida

This eBook includes mortgage limits of different County in Florida for 2022.

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FHA Mortgage Limits List -All States

This eBook includes a guide for mortgage limits in all states for 2022.

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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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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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Hidden Resources

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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Spousal and Community Property Taxes

This ebook explains what does your spouse will need to sign, his/her part on the process and his/her responsibility.
 
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Student Loan

This ebook would help you to know three types of loans students can use.
 
2022 Max Loan Amounts

Loan Limits are on the RISE!

(All States Except AK and HI)
The latest loan limit increase gives borrowers the advantage by making former "JUMBO" loans fall under the standard limit and increasing the opportunity to refinance.
 
Red button Checklist

Red Button Checklist

A checklist plan that outlines different components for Foreclosure, Bankruptcy, or Short sales
10 Real Estate Social Media Marketing Strategies That'll Bring in New Business

Red Button Checklist

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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