Course curriculum

  • 1

    1 - Welcome

    • Congratualtions & Welcome - Why You've Made a Great Decision!

    • 10 Reasons You've Made a Great Decision
  • 2

    2 - The Mission & Vision

    • Create an Effective Company Mission & Vision Statement

    • Mission Statement Examples

    • Vision Statement Examples

    • Start With Why - Ebook & Audiobook Download
  • 3

    3 - Tech Setup

    • Essential Software to Install Right Away

    • PDF Guide - Essential Software + Email Configuration

    • Broker Launch Assist - Chat Ai Assistant

    • META Business Suite & Ad Account Setup
  • 4

    4 - Mindset & Strategy

    • Success in Commercial Finance & The 3 C's to Qualifying a Deal

    • PDF Download
  • 5

    5 - Industry Facts

    • Some Industry Facts

    • Industry Facts Source
  • 6

    6 - Prospecting

    • Types of Ads We Run With You & How We Pre - Qualify Leads

    • Securing Partnerships: The Key to Scalable Growth

    • LeadSwift Tutorial - How to Get Data to Call

    • Prospecting & Filling Your Diary - LinkedIn

    • Download LinkedIn Industry Sectors

    • Linked Helper Automation Tutorial
  • 7

    7 - The Customer Journey

    • The Customer Journey - From Initial Interest to Closing Deals

    • The Customer Journey - From A - Z

    • Loan Process - Cheat Sheet
  • 8

    8 - Sales Stuff

    • The 3 C's Refresher

    • 3C's Pdf Download Wall Chart

    • Fact Find Calls - How To

    • Follow Up

    • How to Close a Finance Deal With a Client

    • Weekly Growth Tracker
  • 9

    9 - Why Use a Broker?

    • Why Use A Broker?

    • Example Client Pitch on Why Clients Should Use a Broker

    • Why use a Broker? Cheat Sheet
  • 10

    10 - Templates & Scripts

    • LinkedIn Messaging

    • Loan Application - Email Templates New

    • Editable Email Templates for Loan Applications

    • Email Template Download

    • Setting Up Email Templates on Thunderbird
  • 11

    11 - Commission

    • Commission
  • 12

    12 - Finance Types

    • Business Loans

    • Commercial Mortgages

    • Property Development Finance

    • Commercial Bridging Finance

    • Buy-to-Let Mortgages

    • Auction Finance

    • Asset Finance

    • Invoice Finance

    • Trade Finance

    • Merchant Cash Advance

    • Pension Led Funding

    • Crowdfunding
  • 13

    13 - Specialist Property Finance - Where The Big Money Is

    • 1.0 Introduction to Specialist Property Finance

    • 1.1 Differences between Specialist Property Finance and Mainstream Mortgages

    • 1.2 The Different Types of Specialist Property Finance

    • 1.3 Who Needs Specialist Property Finance & It's Significance in the Market?
  • 14

    14 - A Guide to Lenders

    • Lender Guide

    • Lender Guide Summary

    • Business Loan Lender Onboarding Guide - PDF Download
  • 15

    15 - General Guides

    • Fees

    • Charges & Debentures

    • Personal Guarantees

    • Credit Ratings

    • CCJs

    • Bank Statements

    • VAT & TAX

    • Non Homeowners
  • 16

    16 - Jargon Busters

    • Development Finance

    • Commercial Mortgages

    • Bridging Finance

    • Business Finance

    • Invoice Finance

    • Asset Finance