FINANCING DOCUMENT CREATOR TUTORIALS


Version Comparison

There are 2 versions of the application available.

WordPress Plugin

  • Creates All 4 documents  
  • Can Download All Documents
  • Can save documents to your server
  • Can retrieve and edit all saved documents.

Online Version

  • Creates All 4 documents  
  • Can Download All Documents
  • Can not save documents to your server
  • Can not retrieve and edit all saved documents.

1: How To Install The FAC Plugin

2: Review Of All Documents

3: The Commercial Consulting Agreement

4: The Letter Of Intent Document 

5: The Certification Letter

6: Contractor Fee Agreement 

7: When To Use What?

  • Consulting Doc.

  • Contractor Doc.

  • LOI Doc.

  • Certification

Consulting Agreement

Use this document when you are performing any service as a Consultant or Broker and need fee protection or you need to specify what services you are performing to avoid any mis understandings and to clarify what is expected.

I recommend that you use a written agreement with any services you provide.

8: Bonus Training : The Financing Master Class:  Available In Members Area

  • Consulting Agreement

  • LOI Document

  • Contractor Agreement

  • Cretification Letter

Consulting Agreement 

Use this document when you are performing any service as a Consultant or Broker and need fee protection or you need to specify what services you are performing to avoid any mis understandings
and to clarify what is expected.


I recommend that you use a written agreement with any services you provide.

Be sure to review the instructions in the Master Class to understand how to use the LOI effectively.

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