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Business Lending Prep

Become a Business Loan Broker in 7 Sessions

Watch this 45-second video to learn how to make money
as a business loan broker.

Book your free 30-minute session with a
Business Lending Prep instructor.

Pick a time that works for you – you'll get instant email confirmation. 

Frequently Asked Questions - FAQs

It’s a live, one-on-one session designed to give you a better understanding of the business lending industry and what it takes to get started as an independent business loan broker. You’ll have the opportunity to ask questions and get straightforward answers from an experienced industry professional.

No, this is not a high-pressure sales pitch. The session is primarily an opportunity for you to learn, ask questions, and determine whether becoming involved in business lending is something you want to pursue. If you have questions about the next steps afterward, you can ask them during the session.

Yes. There is no charge to attend the 30-minute introductory session. Simply choose an available time and register.

The session is for anyone interested in learning more about becoming a business loan broker, including aspiring entrepreneurs, people looking for an opportunity to work for themselves, and individuals who want to understand how the business lending industry works.

No. You do not need prior lending experience to attend the session. The purpose of the call is to help you understand the industry, the role of a broker, and what getting started can look like.

The conversation is aimed at helping you learn about the business lending industry. We will discuss how the industry works, what business loan brokers actually do, how brokers connect business owners with funding sources, and what it takes to get started.

Just come prepared with any questions you have about the business lending industry or becoming a business loan broker. The more questions you bring, the more useful we can make the 30 minutes.

You’ll leave with a clearer understanding of how the business lending industry works, what a business loan broker does, and whether this type of business opportunity may be a good fit for you. Most importantly, you’ll have your questions answered directly rather than trying to figure everything out on your own.

Curriculum Breakdown

This intensive 7-session live course is built for aspiring sales professionals, entrepreneurs, and anyone looking to build recurring income in alternative business finance.

  • What is Merchant Cash Advance?
  • Key players: funders, ISOs, brokers, lenders
  • How funded deals are structured
  • Industry terminology every broker must know
  • Sourcing lead depositories
  • Paid search and paid social leads
  • Affiliate marketing  
  • Outbound email strategies
  • How to qualify merchants quickly
  • What documents to collect
  • Handling objections
  • Moving prospects to commitment
  • Reading bank statements
  • NSFs, negative days, deposits, balances
  • What gets approved vs declined
  • Matching merchants with the right funders
  • Merchant offer presentation scripts
  • Negotiation tactics
  • Retention strategies
  • Upsells, renewals, stacking opportunities
  • CRM systems
  • Pipeline management
  • Building a repeatable machine