The Elevate Real Estate Investor Express™ Membership (For Investors With 2+ Properties)

Your Complete Pathway to Capital, Cash Flow, and Scalable Real Estate Wealth

The Elevate Real Estate Investor Express™ is a powerful, all-inclusive program created exclusively for active and emerging real estate investors who want to secure capital, expand portfolios, and build long-term wealth with confidence.

Through a guided, structured consulting process, our loan consultants provide personal, professional, and investment strategies designed to help you elevate your real estate business like a pro.

⭐ STEP-BY-STEP CONSULTING PROCESS

STEP 1 — Enrollment & Investor Intake

Once you join the program, you will receive:

• A Welcome Email

• Your Investor Intake Questionnaire

• A Document Checklist

• A scheduling link for all consulting sessions

This helps us understand your investment experience, portfolio, goals, and capital needs.

STEP 2 — Mortgage Application + Pre-Approval + Proof of Funds

We begin by preparing your financing foundation:

• Complete your mortgage application

• Review income, assets, credit, and current portfolio

• Generate your Pre-Approval Letter (if eligible)

• Provide your Investor Proof of Funds Letter

This ensures you are offer-ready, fast, and competitive for upcoming deals.

STEP 3 — Personal Consulting + Personal Credit Report Review

Your dedicated consultant reviews:

• Your complete personal credit profile

• Key factors impacting investor lending

• Debt utilization strategy

• Mortgage & investment readiness

• Credit-building or credit-optimizing action plan

This step ensures your credit supports investment-level lending and capital access.

STEP 4 — Professional Investor Consulting (4 Private Sessions)

You will receive four high-level consulting sessions focused on:

• Income documentation for investor loans

• Portfolio management strategies

• Investor tax considerations & write-offs

• Funding structures (LLCs, partnerships, etc.)

• Understanding DSCR, Hard Money, Bridge, Fix & Flip, and Commercial products

• Preparing your financials for expansion

These sessions give you the tools and clarity to scale strategically.

STEP 5 — Real Estate Consulting Session

This session guides you through:

• Evaluating profitable properties

• Market, rental, and ARV analysis

• Deal structure (cash, leverage, creative financing)

• Risk and timeline assessment

• Cash flow evaluation

You’ll learn to select, structure, and analyze deals like a professional investor.

STEP 6 — Investor Loan Product Recommendations

We match you with the right loan programs based on:

• Experience level

• Portfolio structure

• Cash flow & DSCR strength

• Credit profile

• Long-term investment goals

Loan options may include:

• DSCR

• Fix & Flip

• Bridge Loans

• Rental Portfolio Loans

• Bank Statement Loans

• Hard Money

• Construction Loans

You’ll know exactly which financing options give you the strongest advantage.

STEP 7 — Strategies for Acquiring Investment Capital

You will learn advanced capital strategies including:

• Leveraging personal credit

• Leveraging business credit

• HELOC/HELOAN funding

• Capital stacking

• Using cash-out financing

• Investment “velocity of money” methods

These strategies show you how investors consistently fund new deals—even with limited upfront cash.

STEP 8 — Securing Business or Personal Capital (Up to $100K)

If eligible, we help secure:

• Business credit cards

• Business lines of credit

• Personal lines of credit

• Short-term working capital

• Fintech lender capital

• 0% interest capital options

This provides fast-access funding for down payments, renovations, or closing costs.

STEP 9 — Real Estate Line of Credit (Up to $1M)

We evaluate and guide you through obtaining:

• Rental Portfolio LOC

• Equity-based LOC

• Investor Business LOC

• Property LOC

This unlocks a large credit line you can use repeatedly for future deals.

⭐ THE ELEVATE INVESTOR STRATEGY™ (Customized Blueprint)

Your personalized investment strategy includes:

🏡 Homeowner/Business Owner Investment Strategy

How to leverage your personal home or business income into real estate wealth.

🏗 New Construction Financing Strategy

For building from the ground up — land acquisition, construction loans, and exit planning.

🔨 Fix & Flip Financing Strategy

How to finance, rehab, and resell properties at maximum profit.

🏚 BRRRR Strategy (Buy — Rehab — Rent — Refinance — Repeat)

How to recycle capital and expand your portfolio faster using the BRRRR method.

🏠 Buy & Hold Strategy

How to acquire cash-flowing rentals, build equity, and maximize long-term passive income.

💳 HELOC / HELOAN Strategy

How to use equity from existing properties to fund new deals, consolidate debt, or increase cash flow.

💲 ONE-TIME PROGRAM FEE: $1,995

For investors with 2+ rental or investment properties
(Everything listed above is included — all sessions, strategies, reports, capital access, and financial analysis.)