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Margin Loans vs. Security-Based Loans
Sample Loan Scenario

Product Updates
Update 1 - Referral Sources
Update 2 - Free Article Available
Update 3 - Margin Loans vs. Securities Based Lending
Update 4 - Product Tutorial Booklet
Update 5 - Loan Purposes
Update 6 - Medium Term Notes
Update 7 - Branded Website Available
Update 8 - Capital Advancement

Marketing
Handout (Word format)
Quick Quote Handout (Word format)
Sample Flyer (Word format)
Branded Website Available

Articles
Article (Word Format)
Mortgage Professional Magazine Article
Scotsman Guide Article

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Business Relationships and Borrower References
IRS Code Sec 1058 - Transfer Of Securities
Underwriting Guidelines
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