What is included in the "Life-Pivot" Business Loan Brokering Mastermind Course?
(I Also Take You On A Tour Of The Portal In Video Above)
Module #1 - Course Road Map
In this module we teach you the best way to approach the class and the content that follows.
Module #2 - Office/Business Set-Up
This module includes 6 submodules and guides you through some of the initial decisions you will need to make including, naming your business, choosing your niche, gathering existing assets legal formation, your office, equipment you will need, and leasing space vs home office, state licensing requirements.
Module #3 - The Core Of Loan Brokering
This is the most expansive part of the teaching and it includes 35 sub-modules that covers much of the deep learning about many of the products you can broker within your business. It has a special emphasis on equipment finance and commercial real estate finance.
Module #4 How To Find Deals/Marketing
In this module I teach you the fastest and most efficient way to have a steady stream of deals come to you each week.
Module #5 Pricing and Packaging Your Deals
In this module I teach you how to package a deal for a funding source based on deal type and I also teach you how to read financial statements.
Module #6 Choosing and Matching A Funding Source
In this module, I teach you how and why you would choose one funding source over another based on the transaction.
Module #7 Documenation
In this module I teach you how funding sources will in most cases provide you with the documentation you need for your deals but also provide you with an outline of the documents you will need along with some templates that we supply.
Module #8 Growing Your Business
In this module I teach what could be some logical decisions to expand your business in both sales and/or credit functions.
Module #9 Advanced Training
In this module I teach you other areas that you could expand your knowledge within the business including associations, trade magazines, and certifications that are available (but not necessary).
Bonus Module #1 Fast Track Checklist
In this module, I provide you with a checklist to fast track your business
Bonus Module #2 Setting Up Your CRM, Facebook Group Page
In this module, I show you how to use your CRM and how to effectively use the "community" aspect of the business on the private Facebook group page.
Bonus Module #3 How To Handle Success
In this module I reflect on some of the mistakes I made after I created a robust brokerage.
Bonus Module #4 What To Do If You Have Bad Credit
In this module I show you how to start getting your credit back in order and how to overcome any hurdles that might be created in your business if you have a low credit score.