Become the go-to agent the self-employed think of first.

The 30-Day Business Development System

One clear action a day, so you never wonder what to do next. Each day tells you why it matters, how to do it, and what counts as done.

• A tracker that saves your progress, with a shorter version of each task for busy days
• A Day 31 review, built from what you mark, that shows you where your gaps are and what to try next
• Your Advisor One-pager, designed in Canva AI from your details, plus your specialty page

24/7 Self-Employed Strategy Desk with Scenario Reviews

Ask about any self-employed buyer situation, 24/7. Get options worth exploring, what to ask next, and how to explain it to your buyer. When a scenario needs a closer look, send it to the SEBCS review team right from the Desk.

• The free version gives you one question. Members get 5 a day, on any device.
• No mortgage knowledge needed. You describe the situation, the Desk does the heavy lifting.

The Outreach Playbook

Know exactly what to say, to whom, and in what order. You never start from a blank page.

• 77 scripts for calls, texts, emails, and social DMs, sorted by who you are reaching: past clients, current clients, old leads, and professionals
• Advisor Tracks: 25 scripts to win over CPAs, bookkeepers, planners, attorneys, commercial brokers, and insurance or payroll reps
• The frameworks behind them, so you can improvise in your own voice
• A structured outreach method that turns a first message into a conversation, and a conversation into a meeting
• An AI prompt guide for writing your own

The Buyer Meeting Playbook

Get better versed in how self-employed buyers think, so you speak their language and ask better questions than the last agent they talked to.

• The Business Owner Intake: ten questions that get the whole story
• The Pre-Flight checklist of documents a lender may ask for
• The Strategy Map: a one-page next-steps plan for your buyer
• What to say, and never say, when money comes up
• Answers to the three objections you will hear most

The Advisor Funnel

Get CPAs and other advisors sending you buyers. Pick who you want referrals from and how you like to reach out, and every message is written for you.

• 11 touches across the 30 days, each with who to send it to, what to send, and what to say when they write back
• Six advisor types: CPAs, bookkeepers, financial planners, attorneys, commercial brokers, and insurance or payroll reps
• Written for the way you work: email, direct message, phone call, or dropping by
• A coffee meeting guide, what to say when they say no, and a calendar reminder for every touch

The Content Studio

Get seen by self-employed buyers before they need you.

• Let it pick your next post, start from your own idea, or plan your week, one step at a time
• 21 post types and forty topics written for business owners and 1099 earners, never for other agents
• A ready prompt for your own AI as a video, a Facebook or LinkedIn post, a carousel, or an email to your sphere
• A 12-week calendar so you always know what to publish next
• Guides that go with it: ten ideas ready to write, your weekly post rhythm, and how to turn a post into a sphere email

The Self-Employed Lead Magnet Generator

Give people a reason to raise their hand.

• Lead magnets for 12 audiences, from self-employed buyers to the CPAs, planners, and attorneys in your second sphere
• 60 ready-made topics in 9 formats: checklists, quizzes, guides, email courses, video scripts, and more
• Builds a ready-to-run prompt for your favorite AI tool, or a Canva AI version that designs it for you, with compliance rules built in

The Self-Employed Mortgage Program Guide

Plain-language overviews of the loan programs built for self-employed buyers, the documents they usually involve, and how to talk about them without overpromising.