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I. FORMS
 
  A. FLC Membership Application Forms
 
 
1. 
Marketing Application Form Package  
2. 
Real Estate and Mortgage Application Form Package  
3. 
Insurance Application Form Package
 
  B. Insurance Appointment Forms
 
1. 
Pro Marketing Insurance Services  
2. 
Wealth Financial Life Insurance Services  
Calendar
 
 
 
  C. Loan Transaction Forms
 
1. 
PMLN Loan Application Package    
2. 
List of Lenders  
3. 
Loan Transaction Disbursement Spreadsheet Form
4. 
Personal Financial Profile Form
 
  D. Real Estate Transaction Forms
 
1. 
Personal Financial Profile Form
2. 
Real Estate Transaction Checklist   Download Adobe Reader
3. 
RE Transaction Disbursement Spreadsheet Form  
4. 
FHA Application Package  
5. 
FHA Secured Application Package  
 
  E. Insurance Transaction Forms
 
1. 
Suitability Form   Download Adobe Reader
 
  F. Critical Solutions Transaction Forms
 
1. 
FLC Loan Modification Package   Download Adobe Reader
 
  G. Estate Planning Application Forms
 
1. 
Estate Planning Application Package  
 
  H. Tri-Counties Board Application Forms
 
1. 
TriCounties REALTOR Application Form   Download Adobe Reader
2. 
TriCounties Board Member Change Form   Download Adobe Reader
 
II. TRAINING RESOURCES
 
  A. Insurance Training Resources
 
1. 
LFM Annuity 101 Presentation  
2. 
LFM Annuity 102 Presentation
 
  B. Real Estate Training Resources
 
1. 
Short Sale Buying  
2. 
Short Sale Listing/Selling
 
  C. Mortgage Training Resources
 
  D. Critical Solutions Training Resources
 
  E. Other Training Resources
 
 
III. OFFICE PROCEDURES
 
  A. Policies and Procedures
 
  B. Process Flow Diagrams
 
1. 
Marketing Membership Diagram   Download Adobe Reader
2. 
Real Estate Membership Diagram   Download Adobe Reader
3. 
Insurance Membership Diagram   Download Adobe Reader
4. 
Insurance Transaction Diagram   Download Adobe Reader
5. 
Loan Transaction Diagram   Download Adobe Reader
6. 
Real Estate (Listing) Transaction Diagram   Download Adobe Reader
7. 
Real Estate (Buying) Transaction Diagram   Download Adobe Reader
8. 
Short Sale Transaction Diagram
 
 
IV. OTHERS
 
1. 
FLC Business Card Form   Download Adobe Reader
 
 
 
 
 


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