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Service Library

Freedom Apex Enterprise & Financial Services
"Speed Breeds Success"
"Where Building Is Helping You Win"
 
 
 
 
 
When downloading any of the resources below, click the back button to stay in the Freedom Apex Enterprise & Financial Services website.

 

Freedom Financial Assessment Plan

Click filename below to access file

freedom_financial_assessment_plan.pdf

 

FFAP Short Form

Click filename below to access file

ffap_short_form.pdf

 

Personal Financial Strategy Short Form

Click filename below to access file

personal_financial_strategy_short_form.pdf

 

Authorized User Checklist

Click filename below to access file

authorized_user_checklist.pdf

 

Bonus Input Forms

Click filename below to access file

bonus_input_forms.pdf

 

Business Loan Application Checklist

Click filename below to access file

business_loan_application_checklist.pdf

 

Business Receipt

Click filename below to access file

business_receipt.pdf

 

Buyers and Refinance Checklist

Click filename below to access file

buyers_and_refinance_checklist.pdf

 

Buyers Front End Expense

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buyers_front_end_expense.pdf

 

Church Loan Application Checklist

Click filename below to access file

church_loan_application_checklist.pdf

 

Client Mortgage Bi-weekly Checklist

Click filename below to access file

client_mortgage_biweekly_checklist.pdf

 

Commercial Loan Application Checklist

Click filename below to access file

commercial_loan_application_checklist.pdf

 

Family Client Kit 1-on-1 Strategy Packet

Click filename below to access file

family_client_kit_1on_1_strategy_packet.pdf

 

Financial Dinner Seminar Checklist

Click filename below to access file

financial_dinner_seminar_checklist.pdf

 

Homebuyer Checklist

Click filename below to access file

homebuyer_checklist.pdf

 

Market Analysis Summary and Net Equity Summary

Click filename below to access file

market_analysis_summary_and_net_equity_sheet.pdf

 

Market Analysis Summary Sheet

Click filename below to access file

market_analysis_summary_sheet.pdf

 

Meeting Audio and Video Release Form

Click filename below to access file

meeting_audio_and_video_release_form.pdf

 

Post Questionnaire Survey

Click filename below to access file

post_questionnaire_survey.pdf

 

Seller Net Equity Sheet

Click filename below to access file

seller_net_equity_sheet.pdf

 

Sellers Checklist

Click filename below to access file

sellers_checklist.pdf

 

Speaker Event Checklist

Click filename below to access file

speaker_event_checklist.pdf

 

Special Loan Request Form

Click filename below to access file

special_loan_request_checklist.pdf

 

Top 8 Referral Sheet

Click filename below to access file

top_8_referral_sheet.pdf

 

Trust Checklist

Click filename below to access file

trust_checklist.pdf

 

 

Real Estate Provider #515.000066/Fahim Muhammad Instructor #512.003026/Fahim Muhammad Managing Broker #471.020985    Freedom Financial Institute, IDOI Provider #500026517/NMLS Provider #1405073/Fahim Muhammad NMLS #1851084    All loans originated through Mortgage Loan Direct, NMLS #1192858    15255 South 94th Avenue, Suite 500 Orland Park, IL 60462. Freedom Apex Enterprise & Financial Services Mailing Address: 837 East 162nd Street, Suite 7-8 South Holland, IL 60473 708-704-7309/708-566-1222, 844-49-FREEDOM  

FINRA Broker Check

Disclaimer and Release  Nothing contained on this website constitutes tax, legal, insurance or investment advice, or the recommendation of or an offer to sell, or the solicitation of an offer to buy or invest in any investment product, vehicle, service or instrument. The information shared is hypothetical and for informational and educational purposes only. Such an offer or solicitation may only be made and discussed by a registered representative of a broker dealer or investment advisor representative of an investment advising firm.  You should note that the information and materials are provided "as is" without any express or implied warranties. Past performance is not a guarantee of future results. All investments involve a degree of risk, including a degree of loss. No part of FTAMG’s materials may be reproduced in any form, or referred to in any other publication, without express written permission from FTAMG and or its affiliates. Links to appearances and articles by Fahim Muhammad, The Freedom Coach, whether in the press, on television or otherwise, are provided for informational and educational purposes only and in no way should be considered a recommendation of any particular investment product, vehicle, service or instrument or the rendering of investment advice, which must always be evaluated by a prospective investor in consultation with his or her own financial adviser and in light of his or her own circumstances, including the investor's investment horizon, appetite for risk, and ability to withstand a potential loss of some or all of an investment's value. By using this website, you acknowledge that you have read and understand the foregoing disclaimers and release FTAMG and its affiliates, members, officers, employees and agents from any and all liability whatsoever relating to your use of this site, any such links, or any information contained herein or in any such appearances or articles (whether accessed through such links or downloaded directly from this website). FTAMG highly encourages its viewers and potential clients to obtain the independent advice and services of legal, financial, and tax professionals.

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info@freedomfinancialinstitute.orgCopyright© 2024 - Fahim Muhammad Freedom Financial Institute, Inc.

 

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