Liberty Success Academy

For Homeowners:
"Building Wealth while Eliminating Debt
to increase your Cash Flow"

 

Testimonials

Here's what our customers have to say:
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"I can’t say enough good things about this service. It’s a true neighborhood gem. Great value, great education and great service. What more can you ask for? I’ll definitely be referring them again."
— Christina P.
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"I have tried other companies in the space, but this one is by far the best. The service is friendly, and their quality can’t be matched. I recommend them to all my family and friends."
— Eddie R.
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"We couldn’t be happier with our recent service and overall experience. Everyone from the company was a pleasure to deal with, and you can’t beat their commitment to our expectations. Five stars all the way!"
— Angela W.
Exclusively for Homeowners: Pre-Qualification re: First Mortgage 
PDF
We truly appreciate your efforts and the leadership you're showing in helping your friends and family and other potential VDCC business associates.
 
As requested, here are some materials introducing the process and service impact of restructuring on qualifying homeowners with a mortgage and short-term debts, such as credit cards and car loans.
 
This may lead to possibly saving $500 and $1,500 per month or more.

Please review them in the following order: First 3 Steps.
We encourage you to review the materials in this specific order: start with the first three steps for the most effective understanding and impact. Your attention to these initial steps is crucial for success!

1. Homeowner Pre-Qualification Document. When chatting with a homeowner, kindly check to see if their first mortgage is below 70% LTV. Thank you!

2. Upon confirmation, please click the link located at the bottom of the Pre-Qualification document. This action will provide me with the initial information necessary before you complete the Cash Flow Discovery Form. It is important to note that this represents step four; therefore, please refrain from completing this step until we have reviewed the information submitted for evaluation.

3. Document Checklist: If the numbers look good on my end, I'll ask you to have the homeowner gather the items on the document checklist and keep them in a file folder. Please ask to have these handy for your follow-up call, which will be when they complete the Cash Flow Discovery Form.
 

Download "Prequalification 1st stage under 70 per cent.pdf"

Document Checklist

This text is intended to guide the gathering and preparation necessary to complete the CashFlow Discovery intake form.
PDF
You must complete this within the next 48 hours. Failure to do so will result in delays.
 
Once the first step of prequalification for the homeowners is successful and they have submitted the online evaluation form, we will confirm their potential savings. At this point, it is essential that the document checklist is gathered and ready to complete the CashFlow Discovery form. This preparation ensures a thorough review for the VDC associate as they evaluate the Second Phase package and confirm consent and authorization to proceed and authorization to move forward.

Download "Document checklist neutral.pdf"

CashFlow Discovery: Client Information Form (CIF).

PDF
This is the information required to produce the Eye Opener or Snapshot of the Homeowner's current cash flow situation. This confirms for the service company how to proceed with the file.
The evaluation and reporting are now done, and the second phase package is prepared for review, consent, and authorization to proceed

Download "Copy of Fillable_CFD intake.pdf"

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Equity Planning by Design
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1st Presentation Draft -Video Format for Quick Reference