Education For Financial Services

We are the Experts That educates everyday professionals of the Financial Services Space; then allows additional income to be made from assisting clients in navigating this confusing financial services space.

What Are You Waiting For? Learn and Earn with our Organization today.
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WE KEEP IT SIMPLE

No Headaches Needed - We Got You

The last thing you need is another super complicated process to learn and understand. Our team of experts will lead you through every step in a simple, human way that creates financial services heroes in every client we partner with. 

About Headshot Example All About Financial Services
About Headshot Example All About Financial Services
Understanding

The Basic Knowledge

We want to take everyone from A to Z understanding every key term, and acronym needed to understand the financial services lingo.

 

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INBOUND STRATEGY

Optimized Lead Generation

Our internal customer relationship managers will have access to our inbound leads from our 65,000 member Facebook group to assist with business development of our organization. 

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With an open community chat, and daily/weekly Facebook lives, we are able to have clients join and pitch transactions live along with open Q & A for our client relationship managers operating the group at that moment.

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About Headshot Example About Headshot Example
About Headshot Example About Headshot Example
About Headshot Example About Headshot Example
About Headshot Example About Headshot Example
SALES ENABLEMENT

Accelerate Your Revenue Growth

Join our team to be DIRECT to the lender. We cut out all middlemen and allow our client relationship managers to be able to copy the lender in all correspondence and be involved throughout the entire closing process for maximum revenue. We don't bottleneck our team capping earning potentials, and we ALWAYS have capital set aside for our client relationship managers if there are any problems with compensation from each client. Weather the "broker fee" can not be sold, or if the client tries to pull a "fast one" we assure at least 40 basis points for our teams compensation.

Learn as you Earn!

Our Proven Process

STEP 1

Education

Learn the basics regarding all financial services products we offer including Real Estate Debt, personal term loans and lines of credit, merchant cash advances, and SBA / Business Loans. Then understand how to process these loans into our organization to generate additional capital for your family and business.

STEP 2

Prospect

You would need to prospect either the leads that comes in organically from our Private Facebook Group; or share your new found knowledge with your friends and family members to assist them in accessing capital to start or scale their business.

STEP 3

Application Process

After prospecting and finding a candidate in need of financing, that fits our underwriting criteria, we normally gather a application that has all supporting information needed about the client to make a informed decision on what terms to offer the client.

STEP 4

Processing

After the applications submitted to underwriting, conditions list are usually met. For each vertical this is different, and will be spelled out within our training platform and requested upon the processing of each file.

STEP 5

Closing!

After all conditions are met, closing is scheduled, paperwork is signed, then funds are distributed. As distributions are made client relationship managers are paid.

Learn & Earn
PEOPLE LIKE WORKING WITH US

Trusted By The Best

team working on laptops
team working on laptops
team working on laptops
team working on laptops

Lean On The Experts

You don’t have to do it alone. Our team of experts is waiting to help you.

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