Watch the training replay for August 5th, 2015.

Want to download the audio from this week’s training? Click here to download the full MP3 file.

Intro & Announcements:


Video Notes:

Would you be interested?

Quick poll… would you be interested in this event?

Two full days on raising capital for your real estate and note deals
– How to bring on private lenders
– How to structure joint ventures
– The New Reg D 506c “General Advertising Program”

Thoughts? Email Travis at and let him know if you’d attend an event like this.

AUGUST WORKSHOP – Note Pricing, Risk Analysis & Workouts Workshop

Our August workshop has been moved to August 20-21st, with “Workouts Wednesday” on August 19th.

Click here to RSVP for the August 19-21 workshop

August 19 from 1-5pm: Workouts Wednesday & CFG Open House
Location – Capstone Funding Group Office

August 20-21 from 9-5pm: Note Pricing, Risk Analysis & Workouts Workshop
Location – Hilton San Diego Resort & Spa
1775 E Mission Bay Dr
San Diego, CA 92109

Ideally you can stay at the Hilton San Diego Resort & Spa, however here are some of the local hotels if you need to book a room:

Courtyard Marriott – Old Town San Diego
Fairfield Inn & Suites San Diego Old Town
DoubleTree by Hilton Hotel San Diego
Hampton Inn San Diego / Mission Valley
Courtyard San Diego Mission Valley / Hotel Circle
Hacienda Hotel Old Town San Diego
Crowne Plaza San Diego – Mission Valley

Paper Profits ™ Referral Program

Refer others to our Paper Profits™ Workshops or Mastermind Group and Receive a Referral Commission.

40% of Workshop Sale
20% of Mastermind Group

Sign up at:

If you have questions on how to promote the workshops or mastermind group, please let us know. Email Aaron ( or Jon ( and we’ll be happy to help.

Understanding the QWR Process

In this training, you’ll learn:
– “The What, Why, When & How of Receiving and Responding to a QWR (Qualified Written Request)”
– What to do if you receive a QWR
– What is the difference between a QWR and a CFPB complaint
– What information is going to be requested?
– The facts about QWR

We also have a GREAT case study from fellow PPMG members Alan & Gloria Stratton. In this training we will actually play a live call we recorded between Aaron, Kristyn, Alan, Gloria, and Matt Kelley who discuss a QWR the Strattons just got right before one of their properties went up for sale and you’ll hear the full plan for what to do next. Afterwards, you’ll get to hear more about what happened in the time since that call.

Here is the PDF of the QWR that is discussed in the video, which you’ll want to download first before watching the video so you can have it open. Click here to download the QWR PDF.


Resources From This Training:

CFPB Portal Setup and Process TrainingClick here to download the step-by-step instructions for getting set up on the CFPB Portal

Jive Phone Systems – This is the phone system we use at Capstone Funding Group. It automatically records ALL inbound and outbound calls and saves them on our Amazon S3 server. We will do a training specifically on this in the near future.

Google Systems Setup – We use Google Drive for our entire business. At our March workshop we covered how to do this in-depth, which you can watch by clicking here. It’s covered in the 2nd video on that page. We are going to be recording a new training on this specifically this month as we’ve updated our systems and bit since then. We’ll put together We will email that out as soon as it’s ready.

NEXT WEEK’S TRAINING: August 12th, 2015 at 1:30pm PST:

You’ll hear about a possible 2 for 1 settlement and how we got there.

Also don’t forget to RSVP for the August workshop ASAP if you haven’t already done so!

Do you have any additional questions? Please post them in the Facebook group or submit a question to the Hotline.