EVERGREEN CAPITAL ADVISORS LLC
INNOVATIVE HD LEARNING FORMAT
EVERGREEN CAPITAL ADVISORS
An independent Real Estate Capital and Advisory Firm in the Northwest
impacting business & community as a force for good.
Why Commercial Real Estate?
More time. More money. More freedom.
Whether you're an agent, investor, or both, you love real estate, and you're ready to step up your game. You also value your finite resources: time, money, and freedom.
If you're ready to maximize your life, you know you need to upgrade to commercial real estate. This is the only place to find the training you need. Join our self-paced online course taught by a real expert in the CRE field.
Start today with our FREE Finance Fundamentals course.
$150,700
CRE agent - median gross annual income
$39,800
Residential agent - median gross annual income
National Association of Realtors, 2017
MONIQUE LUM, MRED, CPA
Vice President, Commercial Lending
Certified Public Accountant
Licensed Principal Real Estate Broker
Monique Lum has worked in finance and accounting since 2001. She has experience as a commercial real estate broker, she owns and manages her own investment properties, and she has developed a condominium project. Her work as an accountant includes business valuations, reviews & taxes, managerial accounting, and contract CFO services.
She enjoys studying the real estate market and recently graduated from the Masters of Real Estate Development program at Portland State University.
COMPLETE
MASTER CLASS
CERTIFICATION FOR
REAL ESTATE, FINANCE, & INVESTMENT PROFESSIONALS
The Complete Master Class is divided into
multiple sections that build upon each other.
SEE MORE HERE
SECTION #1
FUNDAMENTALS OF INVESTING
SECTION #2
UNDERSTAND COMMERCIAL REAL ESTATE INVESTMENTS
SECTION #3
NUMBERS BOOT CAMP: LEARN TO ANALYZE DEALS
SECTION #4
LEVERAGE WITH MORTGAGE LOANS
SECTION #5
BUY & SELL COMMERCIAL REAL ESTATE INVESTMENTS
SECTION #6
INCREASE CASH FLOW, VALUE, AND WEALTH
SECTION #7
(PRO MEMBERSHIP BONUS)
DEVELOP THE SKILLS OF TOP COMMERCIAL AGENTS
À LA CARTE
TRAINING
LEARN A SKILL TODAY
ON-DEMAND
GUARANTEED
Choose individual skills and competencies
to master one at a time.
SEE MORE HERE
COMPLETE
MASTER CLASS
CERTIFICATION FOR
REAL ESTATE, FINANCE, & INVESTMENT PROFESSIONALS
The Complete Master Class is divided into
multiple sections that build upon each other.
SEE MORE HERE
SECTION #1
"HOW TO MAKE YOUR MONEY WORK FOR YOU"
FUNDAMENTALS OF INVESTING
SECTION #2
"GO BIG OR GO HOME"
UNDERSTAND COMMERCIAL REAL ESTATE INVESTMENTS
SECTION #3
"KNOW YOUR NUMBERS BOOT CAMP"
LEARN HOW TO ANALYZE DEALS IN REAL TIME
SECTION #4
"LEVERAGE: HOW TO DO MORE WITH LESS"
FINANCE REAL ESTATE WITH MORTGAGE LOANS
SECTION #5
"EVERY JOURNEY BEGINS WITH THE FIRST STEP"
BUY & SELL COMMERCIAL REAL ESTATE INVESTMENTS
SECTION #6
"THE RICH GET RICHER"
INCREASING CASH FLOW, VALUE, AND WEALTH
SECTION #7
(PRO MEMBERSHIP BONUS)
"WIN THE DAY & DOMINATE YOUR MARKET"
DEVELOP THE SKILLS OF TOP REAL ESTATE AGENTS
À LA CARTE
TRAINING
LEARN A SKILL TODAY
ON-DEMAND
100% GUARANTEED
Choose individual skills and competencies
to master one at a time.
SEE MORE HERE
HYDRA
01/19 - 01/23
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From:
$550
SANTORINI
01/19 - 01/23
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From:
$399
MYKONOS
01/19 - 01/23
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From:
$499
COMPLETE
MASTER CLASS
CERTIFICATION FOR
REAL ESTATE, FINANCE, & INVESTMENT PROFESSIONALS
The Complete Master Class is divided into
multiple sections that build upon each other.
SEE MORE HERE
SECTION #1
"HOW TO MAKE YOUR MONEY WORK FOR YOU"
FUNDAMENTALS OF INVESTING
SECTION #2
"GO BIG OR GO HOME"
UNDERSTAND COMMERCIAL REAL ESTATE INVESTMENTS
SECTION #3
"KNOW YOUR NUMBERS BOOT CAMP"
LEARN HOW TO ANALYZE DEALS IN REAL TIME
SECTION #4
"LEVERAGE: HOW TO DO MORE WITH LESS"
FINANCE REAL ESTATE WITH MORTGAGE LOANS
SECTION #5
"EVERY JOURNEY BEGINS WITH THE FIRST STEP"
BUY & SELL COMMERCIAL REAL ESTATE INVESTMENTS
SECTION #6
"THE RICH GET RICHER"
INCREASING CASH FLOW, VALUE, AND WEALTH
SECTION #7
(PRO MEMBERSHIP BONUS)
"WIN THE DAY & DOMINATE YOUR MARKET"
DEVELOP THE SKILLS OF TOP REAL ESTATE AGENTS
À LA CARTE
TRAINING
LEARN A SKILL TODAY
ON-DEMAND
100% GUARANTEED
Choose individual skills and competencies
to master one at a time.
FREE
$99
COMING SOON
FREE
HOW TO USE CAP RATES & VALUE COMMERCIAL REAL ESTATE
Learn this skill in
Under 1 hr.
FREE
SEE MORE HERE
COMPLETE
MASTER CLASS
CERTIFICATION FOR
REAL ESTATE, FINANCE, & INVESTMENT PROFESSIONALS
The Master Class is divided into
multiple sections that build upon each other.
SEE MORE HERE
SECTION #1
"HOW TO MAKE YOUR MONEY WORK FOR YOU"
FUNDAMENTALS OF INVESTING
SECTION #2
"GO BIG OR GO HOME"
UNDERSTAND COMMERCIAL REAL ESTATE INVESTMENTS
SECTION #3
"KNOW YOUR NUMBERS BOOT CAMP"
LEARN HOW TO ANALYZE DEALS IN REAL TIME
SECTION #4
"LEVERAGE: HOW TO DO MORE WITH LESS"
FINANCE REAL ESTATE WITH MORTGAGE LOANS
SECTION #5
"EVERY JOURNEY BEGINS WITH THE FIRST STEP"
BUY & SELL COMMERCIAL REAL ESTATE INVESTMENTS
SECTION #6
"THE RICH GET RICHER"
INCREASING CASH FLOW, VALUE, AND WEALTH
SECTION #7
(PRO MEMBERSHIP BONUS)
"WIN THE DAY & DOMINATE YOUR MARKET"
DEVELOP THE SKILLS OF TOP REAL ESTATE AGENTS
À LA CARTE
TRAINING
LEARN A SKILL TODAY
ON-DEMAND
100% GUARANTEED
Choose individual skills and competencies
to master one at a time.
SEE MORE HERE
MONIQUE LUM, MRED, CPA
Vice President, Commercial Lending
Certified Public Accountant
Licensed Principal Real Estate Broker
Monique Lum has worked in finance and accounting since 2001. She has experience as a commercial real estate broker, she owns and manages her own investment properties, and she has developed a condominium project. Her work as an accountant includes business valuations, reviews & taxes, managerial accounting, and contract CFO services.
She enjoys studying the real estate market and recently graduated from the Masters of Real Estate Development program at Portland State University.
LET'S CONNECT
À LA CARTE
TRAINING
LEARN A SKILL TODAY.
100% GUARANTEED.
Choose individual skills and competencies
to master one concept and skill set at a time.
Each À LA CARTE session is also included
in the COMPLETE MASTER CLASS
HOW TO USE CAP RATES & VALUE COMMERCIAL REAL ESTATE
FREE
HOW TO USE THE HP 12C FINANCIAL CALCULATOR
$99
HOW TO CALCULATE LOAN PAYMENTS & BALANCES
$99
HOW TO BUILD A PRO FORMA + SAMPLE SPREADSHEET
$99
BROKER TRAINING - FIRST APPOINTMENTS
COMING SOON
BROKER TRAINING - COLD CALLING WORKSHOP
COMING SOON
HOW TO UNDERWRITE A COMMERCIAL LOAN
COMING SOON
HOW TO READ A SALES COMPARABLE APPRAISAL
COMING SOON
COMPLETE
MASTER CLASS
FOR REAL ESTATE, FINANCE,
& INVESTMENT PROFESSIONALS
Each course module builds upon and reinforces concepts in other courses. All students, regardless of skill level, derive value from every module. For the most comprehensive skill building, we highly recommend taking them all in sequence.
COURSE #1
FINANCE & INVESTMENT FUNDAMENTALS
COURSE #2
COMMERCIAL REAL ESTATE INVESTMENTS
COURSE #3
BUILD YOUR SKILLS: DEAL ANALYSIS BOOT CAMP
COURSE #4
REAL ESTATE FINANCE & MORTGAGE LOANS
COURSE #5
INVEST IN COMMERCIAL REAL ESTATE
COURSE #6
INCREASE CASH FLOW, VALUE, AND WEALTH
COURSE #7 - PRO MEMBERSHIP BONUS
SKILLS OF TOP COMMERCIAL AGENTS
SENIOR TRANSACTION COORDINATOR
Our Senior Transaction Coordinator will work directly with our brokers and executive team to help manage lending and real estate investment transactions.
Duties and Responsibilities Include:
-
Act as the liaison between our clients, mortgage brokers, loan originators, escrow & title, and real estate agents to coordinate transactions
-
Organize and ensure the accuracy of all transaction documents
-
Responsible for drafting written communication and managing correspondence to all parties of the escrow transaction
-
Manage deals in the pipeline related to commercial mortgage transactions and real estate acquisitions
-
Communicate with brokers, lenders, and clients to facilitate transactions
-
Manage digital files & folders for transactions, company records, marketing, etc.
-
Tour & photograph commercial real estate properties
-
Create, schedule, and coordinate client-focused events to promote and develop current and new client relationships
-
Create and maintain client follow-up processes including: closing gifts, thank you’s, etc.
-
Assist in opening escrow, preparing and managing the due diligence files, and collecting closing documents
-
Assist the marketing team in the creation of marketing materials
-
Manage client contacts and property profiles in the database
-
Manage/schedule appointments and coordinate meetings
Qualifications/Requirements:
-
Experience in commercial escrow, mortgage, and/or real estate required
-
Strong organizational skills and both verbal & written communication skills, attention to detail
-
Proficiency in Microsoft Office and G-Suite preferred
-
Experience with CRM preferred
-
Strong attention to detail
-
Organized, punctual, and reliable
-
High level of professionalism, and ability to interact with professionals in a variety of business and social settings
-
Ability to organize and track numerous activities simultaneously
-
Excellent communication skills, both written and verbal with solid clerical/administrative background
-
Able to handle multiple transactions and closings each month
-
Contract knowledge and/or the ability to read & learn contracts
-
Strong phone and customer service skills
-
Organized and able to multitask with interruptions
-
Ability to prioritize tasks and contracts each day
-
Maintain a high level of professionalism
-
Time management skills
-
Collaboration skills; able to work well with others
Compensation:
-
Salary + Profit share
-
Group health insurance options
-
Professional training
-
Flexible working hours and location
Location:
-
Primarily remote / work-from-home
-
Occasional travel in the Pacific Northwest
MASTER CLASS STRUCTURE
This Master Class is divided into multiple on-demand sections,
designed to accommodate students and professionals of all levels.
Each section contains a combination of videos, written summaries, real-world examples, downloadable forms & spreadsheets, practice tests, and step-by-step solutions.
100% of ALL student questions receive an instructor's response. Guaranteed.
SECTION #1
HOW TO MAKE YOUR MONEY WORK FOR YOU
LEARN THE FUNDAMENTALS OF INVESTING
GO BIG OR GO HOME
SECTION #2
UNDERSTAND COMMERCIAL REAL ESTATE INVESTMENTS
SECTION #3
KNOW YOUR NUMBERS BOOT CAMP
LEARN HOW TO ANALYZE DEALS IN REAL-TIME
SECTION #4
LEVERAGE - DO MORE WITH LESS
FINANCE REAL ESTATE WITH MORTGAGE LOANS
SECTION #5
EVERY JOURNEY BEGINS WITH THE FIRST STEP
INVEST IN COMMERCIAL REAL ESTATE
SECTION#6
THE RICH GET RICHER
INCREASE CASH FLOW. ADD VALUE. BUILD WEALTH.
SECTION #7
(PRO MEMBERSHIP BONUS)
WIN THE DAY & DOMINATE YOUR MARKET
DEVELOP THE SKILLS OF TOP COMMERCIAL AGENTS
PLUS:
ACCESS TO OUR ENTIRE RESOURCE LIBRARY, VIDEO GLOSSARY, NEW LESSONS, AND MORE