Course curriculum

  • 1

    Welcome

    • Congratulations & Welcome
  • 2

    Tech Setup

    • Software to Download
  • 3

    Mindset & Strategy

    • Mindset & Strategy
  • 4

    Industry Facts

    • Industry Facts & Stats

    • Industry Facts Source
  • 5

    Prospecting

    • LinkedIn Prospecting

    • Download LinkedIn Industry Sectors
  • 6

    The Customer Journey

    • The Customer Journey - From A - Z

    • Loan Process - Cheat Sheet
  • 7

    Sales Stuff

    • The 3 C's of Qualifying a Deal - Cheat Sheet

    • Completing a Fact Find Call Successfully

    • Follow Up

    • Close

    • 3C's
  • 8

    Why Use a Broker?

    • Why Use A Broker?

    • Why use a Broker? Cheat Sheet
  • 9

    Templates & Scripts

    • LinkedIn Messaging

    • Loan Application - Email Templates New

    • Email Template Download

    • Setting Up Email Templates on Thunderbird
  • 10

    Commission

    • Commission
  • 11

    Finance Types

    • Business Loans

    • Commercial Mortgages

    • Development FInance

    • Bridging Loans

    • Buy-to-Let Mortgages

    • Auction Finance

    • Asset Finance

    • Invoice Finance

    • Trade Finance

    • Merchant Cash Advance

    • Pension Led Funding

    • Crowdfunding
  • 12

    A Guide to Lenders

    • Lender Guide
  • 13

    General Guides

    • Fees

    • Charges & Debentures

    • Personal Guarantees

    • Credit Ratings

    • CCJs

    • Bank Statements

    • VAT & TAX

    • Non Homeowners