Broker Blueprint Program

Use our calendar below to book a consultation. If you already have an advisor, please use the drop down to select your advisor. We look forward to discussing our program with you!

Use our calendar below to book a consultation with your dedicated advisor. If your advisor is not already selected, please use the drop down to select your advisor. We look forward to meeting you!

Broker Blueprint Overview

What You Will Learn

WELCOME

The Broker Blueprint

WELCOME!

Accessing the community

Orientation call

EARN 6 FIGURES SELLING MONEY

Goal setting

Vision & motivation

Housekeeping

INTRO TO LENDING

About the industry

What is a broker

Why become a broker

SETTING UP YOUR BUSINESS

Logo

Website

What should your funding website look like

Funding application form

Use our DFY funding website

Business Email

Phone

Computer / laptop

CRM

Use our DFY CRM

E-sign software

Your legal structure

CREDIT

What is Credit?

Reading a credit report

How credit reporting works

What is an ideal credit profile

How to freeze bureaus & when to do it

Inquiry removal

Off-cycle reporting

Underwriting

Debt consolidation

BUSINESS CREDIT

The importance of incorporating

Where to incorporate

The incorporation process

Setting up your business

Different entity types

EIN, the SSN of business

Registered agent

Operating agreement

Business credit

The difference between DUNS & EIN

Business tradelines

Net 30, 60 & 90

Vendors that report business credit

Low risk identification codes (SIC)

UNDERSTANDING CREDIT CARDS

A word from Frank Abagnale

A word from Robert Kiyosaki

Credit card benefits

Types of credit accounts

FUNDING

How much funding can you get

Funding roadmap

Recommended requirements

Types of funding & advantages

Our programs

Bank rules

Business term loans

Business LOC's (BLOC)

0% interest unsecured credit

Preapproved vs prequalified

Venture capital (VC)

HELOC & HELOAN

Funding resource database

CLI's

How banks work

Liquidation

Relationship managers

Resetting 0% interest introductory periods

SBA loans

CLIENT JOURNEY

Processing a client file

Funding assessment

Qualification assessment

Client agreement

Securing funding

Applications

Invoicing clients

Scripts / templates

Direct access vs done for you

LendBox

MARKETING

Marketing plan

Your first leads list

Writing content that sells

Build your brand

Get in front of people

Refine your targeting

Target market

LinkedIn training

Email automation / marketing

Landers and funnels

Purchase leads

Paid advertising

Creatives and buyer psychology

Retargeting

Lead magnets

Strategic partners

Setters

Business cards

Top industries to target

Marketing assets

Putting it all together

1-on-1 marketing consultation

BECOMING A HIGH PRODUCER

Your first 30 days

Sales training

Know your numbers

Scripts

Winning posts and engagement

SCALING

Hiring & delegation

SOP's

WHAT'S NEXT

Locked Content

TRAINING CALL RECORDINGS

Locked Content

OFFERS

Locked Content

RESOURCES

Locked Content

AGED CORPS

What are aged corps

How to acquire an aged corp

Our aged corp services

Book a Free Consultation

Impruvu Services

Broker Blueprint Consultation

Meet with our team to learn how to earn your first 6 figures as a lending broker. If you already have an assigned advisor, please reach out to them to schedule a call. If you book a call here and already have an advisor assigned to you, we will automatically update the consultation to be with your advisor. Otherwise, you will be connected with your own dedicated advisor.