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
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