Welcome to the DMS Web Setup Area for brokers of Charter Financial.  To begin to setup your new Note Broker, Cash Flow Broker, or Factoring Broker web site, first complete the short registration form below.

Now, download your Hosting Agreement and Build Instructions by selecting the button at the left.  The instructions are in PDF format. 
Read the instructions carefully.  They have many hints to assist you in setting up your site in a manner that will benefit your marketing habits. Execute the Hosting Agreement and fax it to our offices at (239) 274-7994.  If you do not have an Adobe reader or have difficulties with the process, e-mail our offices and we will fax the instructions to you at your supplied fax number.

Finally, view the current selection of web sites we have designed for Charter Financial and the Cash Flow Institute.  When we have received your executed Hosting Agreement via fax, we will send you a link by email to begin building your website.

 There are three categories:
 

Note Broker Websites Category...for those focusing primarily on residential mortgage notes and business notes.

Franklin   09NB-01                Black Gold  09NB-02               Franklin II   09NB-03

Flex Basic    09NB-04

 

Cash Flow Broker Websites Category...for those additionally servicing the many many tertiary areas of the cash flow industry.

Cash Flow (CF) Flex Basic  09CF-01            Cash Flow (CF) Gold (coming soon)

Cash Flow (CF) Master 09CF-03                   Cash Flow (CF) Classic 09CF-04   

Factoring Broker Websites Category...for those engaged in servicing small business owners with factoring and commercial finance products. NOTE: IACFB Membership Required.

Sacramento                             Orlando                      Naples

Tampa                                       Sarasota                    Saint Petersburg (coming soon)