Investors/PIC/PISC
Hats for PIC/PISC
							 PISC HAT WRITE UP- NEW PISC FILLING IN FOR OLD ONE     Purpose: This is a hat on to do when new PISC takes over for a previous one so that investors are not...
						  
						
						Mon, 12 Sep, 2022 at 12:55 PM
					
							    PISC HAT WRITE UP- PISC HAT WRITE UP-HOW TO MAKE A PI PROPOSAL  Purpose: This is a hat on to do a proposal so a PI can select a property(ies) to purchase...
						  
						
						Mon, 12 Sep, 2022 at 12:56 PM
					
							                                                 E&H POLICY  April 25, 2022     WHAT TO DO WHEN AN INVESTOR DOESN’T QUALIFY FOR RESIGN     Sometimes a PI...
						  
						
						Mon, 12 Sep, 2022 at 12:57 PM
					
							            E&H POLICY  April 25, 2022     DELIVERING TO EACH INVESTOR     The Equity & Help product promises investors a hassle-free, fulfilling inv...
						  
						
						Mon, 12 Sep, 2022 at 12:57 PM
					
							                              E&H POLICY  April 25, 2022     SUGGESTED ROUTINE     This is not a required method of action. However, it has proven succes...
						  
						
						Mon, 12 Sep, 2022 at 12:58 PM
					
							                                  E&H POLICY  April 25, 2022     KNOW THE INVESTORS     The key to success in this post is to be prepared as much as poss...
						  
						
						Mon, 12 Sep, 2022 at 12:59 PM
					
							                                                 E&H POLICY  April 25, 2022     HANDLING INVESTOR ORIGINATIONS     Whenever an investor originates any qu...
						  
						
						Mon, 12 Sep, 2022 at 12:59 PM
					
							                                      E&H POLICY  April 25th, 2022     EXPANDING THE PI’S PORTFOLIO     Every step in the hat leads up to this point, exe...
						  
						
						Mon, 12 Sep, 2022 at  1:00 PM
					
							                                              E&H POLICY  April 25th, 2022     CORRECT DOCUMENTATION     As an account manager you need to make sure ever...
						  
						
						Mon, 12 Sep, 2022 at  1:00 PM
					
							 ASK FOR PERMISSION FROM DIV 2 VP OF SALES AND MARKETING BEFORE VIEWING.  
						  
						
						Mon, 12 Sep, 2022 at  1:05 PM
					