The Club

The Club 3

Providing Advisors with Vetted Investors

Custom Branded & Targeted Marketing

The Club - Member Benefits
Advisor specific tools for closing sales with Investment Property Owners (IPOs).

  • $3 to $10 Million in Potential Capital Added Weekly to Members Pipeline (depending on territory)
  • Packages Assembled & Sent Priority Mail
  • Advisor PTTO - Property, Tax, Trust, & Opportunity Modeling on each Listed Property
  • Investment Property Owner (IPO) Background Profile
  • Property Underwriting Report
  • Property Profile Report
  • Advisor IPO Online Worksheet - CRM Import Ready
  • Priority Mail Package Tracking

Predictive Analytics 
Predictive analytics utilizing dozens of data sources and analyzing thousands of data points creates a highly qualified opportunity.

  • Property Status (Listed, Under Contract, In Escrow)
  • Accredited Investor Requirements
  • Age & Demographic Criteria
  • Verified Contact Information
  • Loan Balances, Ownership Period, & Rent Comps

Branded IPO Package 
Consistent brand image driving a first impression.
Not offering oriented for easy compliance approval.

  • Property Underwriting Repot
  • PTO - Property • Tax • Options Report
  • Advisor Biography
  • Corporate Brochure
  • Introductory Letters (IPO and Listing Realtor)
  • Packages Assembled & Sent Priority Mail
The Club Package Contents Cropped v2

Increase Your Pipeline & Revenue