What’s in the Toolbox?
Forms & Invoices
Processing files and charging for services rendered requires paperwork associated with workflow. If you’re new to the business you will need to become fluent in communication with other businesses.
Grids & Surveys
Organizing yourself is just as important as organizing your clients and files. How quickly and efficiently you work is entirely dependent on your process! Speaking of process, qualification procedure is also equally important.
Templates & Scripts
Communicating with clients can be challenging, especially when you don’t know exactly what to say. Rest assured, we’ve been there before and we’re here to help you avoid obstacles like this by providing templates & scripts to follow!
Software & Calculators
It’s important to have tools and resources in place to ensure quick, efficient workflow. Operations can be painful without the right tools! If you can’t describe what you are doing as a process, you don’t know what you’re doing.
Here’s some common questions & answers we field about our business loan broker toolbox.
Do you offer white labeling?
All forms are downloadable, and then editable in Microsoft Office, Adobe, etc. Additionally, if you need help editing, just reach out to support.
Are these forms fillable?
Yes, all forms are fillable.
What if I have questions?
Our support team is here to assist you with any and all questions relating to the material. Furthermore, all you have to do is ask.
What are grids?
Grids are modules built in Google Sheets to house and organize information in a way that is easily navigated for quick workflows. Moreover, our grid templates encompass various components such as lender boards, lender contacts, product boards, and client lists.
Does the software require subscription?
Here at ION, we recognize the tremendous power of utilizing software to automate workflows in today’s online business landscape. So, we provide valuable insights into the software we use and explore other similar options. Although the available options may vary, they typically offer multilevel subscriptions that include both free and paid options.
Don’t leave without a FREE copy of our
Loan Broker Playbook!
MORE LOAN BROKER UNIVERSITY DETAILS
ION SUCCESS TOOL
Our interactive guide provides a comprehensive walkthrough of everything related to being a business loan broker. Additionally, it offers students the opportunity to join ION and collaborate with industry professionals.
SUPPORT & MENTORSHIP
At ION, we offer 1-on-1 assistance without 800 numbers or international outsourcing. Our live support includes screen sharing capabilities. Additionally, students that plugin are paired with industry professionals for optimal learning.
Our students are matched with a mentor who is an industry professional. Crucially, this mentor works alongside them in the marketplace, providing opportunity for students to earn money while learning.
FREE LEAD GENERATION
In this space, buying leads & paying for advertising is a thing of the past. Social media is powerful if you know how to leverage todays platforms. No need to build an audience or post, you just have to know how to navigate and connect.
NATIONAL LENDER NETWORK
ION is partnered with an extensive lender network of 130+ lenders offering more than 60 unique funding products. This includes both business funding & real estate investment funding. Additionally, we share our network with our students.
To effectively manage workflows, it all starts with organization. Using forms, invoices, grids, calculators, templates, and scripts streamlines workflow. Furthermore, we update these materials to stay current with the marketplace.