LOAN BROKER CERTIFICATIONS

STEP 1: Products

Reduced Package Price

as low as…

$625


There are 4 total Loan Broker Certifications.

The individual price of each Certification is $1000, BUT...

Buy 2 Certifications = $250 Savings! Price per certification reduced to $875.

Buy 3 Certifications = $750 Savings! Price per certification reduced to $750.

Buy 4 Certifications = $1500 Savings! Price per certification reduced to $625..

$1,000 Value

REAL ESTATE INVESTMENT
FUNDING PRODUCTS


This course features a rundown of the main Real Estate Investment Funding products that are sold by business loan brokers in the current marketplace. Insight into Real Estate Investment and the use of these products is also demonstrated.

R.E. PRODUCT
PACKAGING


It's important to understand how products complement one another! More often than not, your client will require more than one form of funding. Selling a single product puts you at a disadvantage when competing against other business loan brokers for your client's business ...especially if your only familiar with one type of funding (Yes, there is crossover of R.E. & Biz Funding products). A business loan broker that understands and fulfills the whole of the clients' borrowing needs wins the deal!

BUSINESS FUNDING
PRODUCTS


This course features a rundown of the main, general Business Funding products that are sold by business loan brokers in the current marketplace. Insight into the needs of business owners and the use of these products is also demonstrated. There are more products in the business funding space aside from merchant cash advance (MCA)! Expand your inventory and knowledge with ION's proven system!

BIZ PRODUCT
PACKAGING


It's important to understand how products complement one another! More often than not, your client will require more than one form of funding. Selling a single product puts you at a disadvantage when competing against other business loan brokers for your client's business ...especially if you're only familiar with one type of funding. (Yes, there is crossover of Biz & R.E. Funding products). A business loan broker that understands and fulfills the whole of the clients' borrowing needs wins the deal!

STEP 2: Marketing

Reduced Package Price

as low as…

$625


There are 4 total Loan Broker Certifications.

The individual price of each Certification is $1000, BUT...

Buy 2 Certifications = $250 Savings! Price per certification reduced to $875.

Buy 3 Certifications = $750 Savings! Price per certification reduced to $750.

Buy 4 Certifications = $1500 Savings! Price per certification reduced to $625..

$1,000 Value

LEAD
GENERATION


Do NOT buy leads! In today's marketplace, using organic social media marketing methods that incorporate automation tools is all you need! Lead generation is probably the most important and costly aspect of business loan brokering and using our methods you can cut out the "costly" part! Even more exciting, automation tools and the compounding effect create a sales funnel second to none!

LEAD
CONVERSION


So, you have a full funnel of prospective applicants for funding ...now what? It's not enough to simply gather interest. Clients have questions and they are looking to you for answers. What do you talk about when you finally get on the phone? What do you say? Believe it or not, it's about listening and asking questions ...the right questions and knowing the difference between a fundable answer or a deal killer. This is the part many new businesses loan brokers get hung up on. Well, don't worry! Follow the ION system and you will handle the pressure like a pro!

DATA
MANAGEMENT


Our lead generation methods produce A LOT of leads! How will you manage that data ...Post-it's and notepads? ABSOLUTELY NOT! Speed and efficiency is what you want to aim for. Think of all the people, appointments, deal stages, conversations, finer points ...how are you organizing that information? Organization is crucial to your success as a business loan broker! Additionally, consider your performance. Are you tracking that information? If not, how will you gauge your performance and find room for improvement? We're talk about more here than just lead lists. There's a science to this stuff. Here at ION, we can show you how to structure your business and performance for success!

LEAD GENERATION
MASTER CLASS


Join our Master Class! In this classroom session you will have a live coach carrying out demonstrations, answering questions, and troubleshooting obstacles you will encounter when generating leads, converting leads, and managing data. Sometimes, we all need someone there to look over our shoulder when we try something new. That's exactly what you get when you attend our Master Class!

STEP 3: Qualification

Reduced Package Price

as low as…

$625


There are 4 total Loan Broker Certifications.

The individual price of each Certification is $1000, BUT...

Buy 2 Certifications = $250 Savings! Price per certification reduced to $875.

Buy 3 Certifications = $750 Savings! Price per certification reduced to $750.

Buy 4 Certifications = $1500 Savings! Price per certification reduced to $625..

$1,000 Value

REAL ESTATE FUNDING
QUALIFICATION


So, you have a full funnel of prospective applicants for funding ...now what? It's not enough to simply gather interest. The next step is application and business document collections ...BUT wait, what about qualification? If you want to fund deals as a business loan broker, then it all begins with qualification ...BEFORE application! Learn to spot the difference between a fundable deal and a complete waste of your time. Don't buy into client narrative! Focus on the information you collect and stick to your process ...sounds easy, right?! Wrong. This is the most looked over aspect of business loan brokering, and a defining moment when attempting to fund a deal. R.E. and BIZ Qualification are 2 very different processes!

R.E. CLIENT SURVEY
MASTER CLASS


Join our Master Class! In this classroom session you will have a live coach carrying out demonstrations, answering questions, and running simulated client conversations so that you can familiarize yourself with the process. Sometimes, we all need someone there to look over our shoulder when we try something new. That's exactly what you get when you attend our Master Class! R.E. & BIZ Qualification are 2 very different processes!

BUSINESS FUNDING
QUALIFICATION


So you have a full funnel of prospective applicants for funding ...now what? It's not enough to simply gather interest. The next step is application and business document collections ...BUT wait, what about qualification? If you want to fund deals as a business loan broker, then it all begins with qualification ...BEFORE application! Learn to spot the difference between a fundable deal and a complete waste of your time. Don't buy into client narrative! Focus on the information you collect and stick to your process ...sounds easy, right?! Wrong. This is the most looked over aspect of business loan brokering, and a defining moment when attempting to fund a deal. R.E. & BIZ Qualification are 2 very different processes!

BIZ CLIENT SURVEY
MASTER CLASS


Join our Master Class! In this classroom session you will have a live coach carrying out demonstrations, answering questions, and running simulated client conversations so that you can familiarize yourself with the process. Sometimes, we all need someone there to look over our shoulder when we try something new. That's exactly what you get when you attend our Master Class! R.E. & BIZ Qualification are 2 very different processes!

STEP 4: Underwriting

Reduced Package Price

as low as…

$625


There are 4 total Loan Broker Certifications.

The individual price of each Certification is $1000, BUT...

Buy 2 Certifications = $250 Savings! Price per certification reduced to $875.

Buy 3 Certifications = $750 Savings! Price per certification reduced to $750.

Buy 4 Certifications = $1500 Savings! Price per certification reduced to $625..

$1,000 Value

REAL ESTATE FUNDING
UNDERWRITING


The underwriting department of any lending firm has one main objective ...assess risk. They are literally looking for any reason to kill the deal in order to protect the firm's money from being lent to a borrower that won't pay back. Many business loan brokers depend on the lender to handle the underwriting aspect of their deals ...this is a mistake. If you are not familiar with the underwriting process, then how will you know if your deal will pass the underwriting process? Our monetary goal as business loan brokers is to give ourselves the absolute best chance of funding our deals so that we can earn a commission. Become the expert. Set yourself apart. Close more deals and earn MORE commissions! The R.E. & BIZ underwriting processes are very different!

R.E. UNDERWRITING
MASTER CLASS


Join our Master Class! In this classroom session you will have a live coach carrying out demonstrations, answering questions, and troubleshooting obstacles you will encounter during the underwriting process. Sometimes, we all need someone there to look over our shoulder when we try something new. That's exactly what you get when you attend our Master Class! The R.E. & BIZ underwriting processes are very different!

BUSINESS FUNDING
UNDERWRITING


The underwriting department of any lending firm has one main objective ...assess risk. They are literally looking for any reason to kill the deal in order to protect the firm's money from being lent to a borrower that won't pay back. Many business loan brokers depend on the lender to handle the underwriting aspect of their deals ...this is a mistake. If you are not familiar with the underwriting process, then how will you know if your deal will pass the underwriting process? Our monetary goal as business loan brokers is to give ourselves the absolute best chance of funding our deals so that we can earn a commission. Become the expert. Set yourself apart. Close more deals and earn MORE commissions! The R.E. & BIZ underwriting processes are very different!

BIZ UNDERWRITING
MASTER CLASS


Join our Master Class! In this classroom session you will have a live coach carrying out demonstrations, answering questions, and troubleshooting obstacles you will encounter during the underwriting process. Sometimes, we all need someone there to look over our shoulder when we try something new. That's exactly what you get when you attend our Master Class! The R.E. & BIZ underwriting processes are very different!

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