Your Workflow After Training

7 steps to keep your business workflow simple so that you can focus on your clients.

 

Our Simple Lead-to-Close Workflow

Make no mistake, commercial finance is complex. However, we have streamlined the process through our proprietary tools and  vetted process. Each time you generate a lead, you will know what will be required to fund their needs. From there, we will process the loan and you can get back to generating more business.

Generate Leads

This will be your main focus of your business. Generate as many leads as possible through the many different sources that we cover in class. Make it fun! Network! The sources we teach you are endless and only you control the types of leads you pursue and how many.

Qualify Your Lead Through Our Funding Scenario Tool™

Utilizing our custom built software tool, you can input basic information about your lead and it will immediately tell you if we have a lender or funding partner willing to fund your deal. Typically, we have 1-3 scenarios that you can submit your client for. The tool will tell you what documents are required to submit your deal and any other pertinent information. You can use this tool on your computer or phone for immediate results as you work with clients or even while networking. Imagine showing them that you input their information and you have a source of funds for them immediately! 

Submit Required Criteria Through Your Private Portal

Within seconds of qualifying your lead through our Funding Scenario Tool, you can begin submitting the required documents to us for pre-underwriting through your private portal. This helps to ensure a smooth handoff to your dedicated loan processing team. This is the last step before we take over. Imagine telling your first client, "My underwriting staff will assist you with anything you need!"

Monitor Your Leads In Our CRM

Upon completion of the program, you will be given login information for our CRM. You will have a custom view of a leads board. Each lead will be displayed in a card and you can watch the cards move through each stage of the funding process. You will have full access to the loan processing team's notes, client interactions, and lender interactions. You will also be able to leave notes and communicate with the loan processing team throughout the lifecycle of each deal. Our goal is full transparency and communication.

The Loan Is Processed Through Closing

We help you with any tasks regarding your deals, we help coach you through all client communication and any lender requests. This is a value-add that no other training organization offers.

The Lender Funds The Financing Request

Plain and simple, your client receives their requested financial facility. We will cover this in-depth during the course, but each facility closes in a time-period the differs greatly depending on many factors. Some financial facilities can close in a matter of days and some can take 3-4 months. We will explain how you can diversify the types of clients you service in order to have scenarios closing in various timeframes.

You Receive Your Commission!

You keep 100% of your commission! Every lender or funding parter and every type of scenario is paid differently. It is common to expect your commission at closing or on a payment schedule that you will know upfront the moment a lender or funding partner accepts the deal. You will never be in the dark on your commission. You can expect industry standard commissions with many facilities offering passive incomes beyond the initial payment. Of course, there are always opportunities for higher commissions. In some cases, you can set your own commission with the client and inform us or even negotiate it with the lender or funding partner. We may communicate this with other parties for you, but you control what you think is acceptable and never have to accept a commission you are not comfortable with.