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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 Headshot.jpeg

MONIQUE LUM, MRED, CPA

Vice President, Commercial Lending

Certified Public Accountant

Licensed Principal Real Estate Broker

iconfinder_phone_logo_social_media_10786

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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$550

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SANTORINI

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MYKONOS

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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.

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 Headshot.jpeg

MONIQUE LUM, MRED, CPA

Vice President, Commercial Lending

Certified Public Accountant

Licensed Principal Real Estate Broker

iconfinder_phone_logo_social_media_10786

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

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  • YouTube
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