H.E.L.P.
Heavy Equipment Lien ProcessĀ
All CALS Terms and Conditions apply and will be enforced. (Link)
Definition/Clarification/Disclaimer:
āĀ Ā VeriLienā¢ H.E.L.P. Systems (Heavy Equipment Lien Process) is comprehensive training product that will teach individuals and/or entities how to implement an internal lien search process with (8) modules focused on the VeriLienā¢ (6) Step process.
āĀ Ā CALS does not guarantee individual, or entity results and will beĀ held harmless from any resulting legal repercussions.
* Job AidĀ Excluded States: This H.E.L.P. course and steps are consistant and applicable to ALL U.S. States. However, some states will not have the step by step job aid due to third-party and subscription restrictions. All other resources are included as they are not state specific.Ā
Exclusion List: Delaware, Illinois.
What customers say about H.E.L.P. E-Course
Katie W. @ SAC Auctions
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Angie F. @ Wolfe Auctions
Pricing
H.E.L.P. Course Webinar Instructor Lead-Group
$279
Per PersonĀ
Ā Perfect for those with medium administrative skills or budget considerations.Ā Industry exposure and experience can range from none to moderate, as the discussion element allows participants at all levels to engage through dialogue and questions. Ā This live, interactive session is held multiple times each month with a mixed group setting. It offers an 8/10 depth score, providing expanded content and examples.Ā
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ā Several dates per month
Ā ā Ā 3 - 4Ā hour duration
65% Content
35% Discussion
Each Module will have discussion for expanded detail, clarification and Q&A.
ā Open for mixed group
ā Capped at 12 participants
ā Ā Offer code for subscription to indexed version of H.E.L.P. Course
ā Resources included
- see below for list
Ā Depth level
ā ā ā ā ā ā ā ā ā ā
*Please reach out for group rate
Cancellation Policy:
Cancellations 24 hoursĀ before scheduled session will be given FULL refund in 3 business days.
Cancellations after or within 24 hours are subject to a fee of $50.00 cancellation. The remaining purchase amounts will be refunded within 3 business days to original purchase method.
H.E.L.P. Course eLearning- Self Paced
$349
Per PersonĀ
Ā Ideal for individuals with strong administrative skills, new (or limited) exposure to the industry, and a preference for independent learning. Participants can progress through the course at their own pace. This format includes 1 hour of personalized coaching, allowing for in-depth discussion on steps, implementation, and specific lien dynamics.
ā Ā Learn on demand
ā Ā Learn at own pace
ā *1.5 toĀ 2.5Ā hour duration for content
(* Plus 1 hour scheduled one-on-one coaching included for total time commitment of 2.5 to 3.5 hours).
ā Ā 1 hour scheduled one-on-one follow up training (individual)
ā Ā Access to course for 5 days post sale to review
ā Ā Offer code for subscription to indexed version of H.E.L.P. Course
ā Ā Resource included
- see below for list
Ā
Depth levelĀ Not Estimated due to individual learning style and no option for questions within session
Ā
Cancellation Policy:
Cancellation Policy for Self-Paced E-Course: If course platform (Kajabi) shows the content was not reviewed, a $25 cancellation fee will apply and remaining purchase price will be refunded within 3 business days to original purchase method.
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Included Resources:
Resources
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Links to MS Office
- Description: Provides direct links to MS Office tools for document creation and management.
- Module: Introduction/Overview.
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Links to Snagit/Snipit
- Description: Provides links to tools for capturing and annotating screenshots, useful for documenting visual evidence.
- Module: Introduction/Overview.
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CALS VeriLienā¢ Course Outline- Notes & Questions
- Description:Ā A downloadable resourceĀ to print and use to note key points or questions during progress through the course.
- Module:Ā Throughout Modules 2-7.
- Ā CALS VeriLienā¢ Terms & Definitions
- Description: A downloadable resource containing key terms and definitions related to liens and the VeriLienā¢ process.
- Module: Throughout Modules 2-7.
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CALS VeriLienā¢ Expanded Bill of Sale
Description: An expanded bill of sale template that includes lien transaction reporting for documenting the six-step due diligence process.- Module: Step 1.
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CALS VeriLienā¢ LTR- Lien transaction report
- Description: A template for creating a Lien Transaction Report (LTR), used for tracking and documenting the due diligence process.
- Module: Summary Section.
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CALS VeriLienā¢ Business Verification Flow
- Description: A flowchart or guide for verifying business information during the lien search process.
- Module: Step 2.
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CALS VeriLienā¢ Validated State Links
- Description: A spreadsheet with links to validated state resources for conducting business verification and UCC lien searches.
- Module: Step 2.
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CALS VeriLienā¢ Lien Position Workflow
- Description: A workflow document that helps in understanding and determining the priority of different types of liens.
- Module: Step 5 Pre-Module.
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Lien Types Visual
- Description: A visual representation of different lien types, their origins, and their implications in the due diligence process.
- Module: Step 5 Pre-Module.
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CALS VeriLienā¢ Step 5 Best Practices Checklist
- Description: A checklist for ensuring all best practices are followed in Step 5 of the lien process, particularly in seller communication.
- Module: Step 5.
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CALS VeriLienā¢ Step 6 Best Practices Checklist, Lienholder Proceeds Letter Template
- Description: A combined checklist for Step 6 best practices and a template for contacting lienholders about proceeds.
- Module: Step 6.
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CALS VeriLienā¢ Simplified Lienholder Compliance Sheet
- Description: A simplified document outlining lienholder compliance requirements, useful in communication with lienholders.
- Module: Step 5.
Example and Visual List Descriptions
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Buyer Dynamic
- Description: An illustration or example showing the dynamics of the buyer's responsibilities and due diligence in the lien process.
- Module: Throughout Modules 2-7.
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Seller Dynamic
- Description: An illustration or example depicting the seller's role and obligations in the transaction, including disclosure of liens.
- Module: Throughout Modules 2-7.
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Example UCC: Specific, Blanket, Flooring, Tax, Judgement
- Description: Examples and explanations of various UCC lien types, including specific, blanket, flooring, tax liens, and judgments.
- Module: Step 4 and Step 5 Pre-Module.
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Lien Types
- Description: Visuals or descriptions of different lien types, categorized by their origin and impact on asset transactions.
- Module: Step 5 Pre-Module.
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UCC Form Key
- Description: A key or guide to understanding UCC forms, essential for completing accurate lien searches.
- Module: Step 4.
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*CurrentlyĀ ExcludedĀ States:
Delaware, Illinois, Louisiana, Maryland, Mississippi, Nebraska, Oklahoma, South Dakota.
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