Business Loan Broker & Affiliate Marketing BootCamp

Maximizing Your Success with Pre-Qualification Scans Landing Page

One of the most effective ways to generate revenue in your business loan brokerage is by consistently running business pre-qualification success scans. Here’s how the numbers break down:

• 100 Success Scans per Month: Aim to generate at least 100 success scans each month. This volume will help you identify a steady stream of potential clients.

• 25% Pre-Qualified Prospects: On average, about 25% of these scans will result in pre-qualified prospects, which means you could have around 25 pre-qualified prospects each month. These are the clients most likely to secure funding and convert into paying clients.

• $5,000 Per Client: Successfully converting and funding these clients can earn you approximately $5,000 per client, depending on the size of the funding and associated services like coaching.

By consistently generating 100 success scans each month, you position yourself to close multiple deals, potentially earning significant revenue. This process is the foundation of driving success in your business loan brokerage.

To set up your landing page, I'll need the best contact number and email address to include on the page. Additionally, I require an active affiliate agreement in place to proceed.

Feel free to schedule a call with me so I can walk you through the process. You can book a time using one of the links below:

• www.calldanield.com

• https://calendly.com/danieldias/30min

If you want me to walk you through the process one on one please Simply schedule a call at www.calldanield.com

Available Funding Products

More Products Are Being Added, So Check Back Frequently

Quick Reference Sheet

Get setup with IDIQ and tell him Daniel Dias referred you. Do not get setup until you have a business email.

Gary Cotton

Business Development Consultant/Affiliate Partnerships

IDIQ

Phone: 951-395-0207

Email: gcotton@idiq.com

https://partner.idiq.com/inviteapartner?zid=15676

This guide provides an overview of various business loan products, including their requirements, approval amounts, terms, and necessary documentation, to help businesses select the best financing options.

To submit a B-HELOC deal, please send everything in one email with the property address in the subject line.

Please include the following attachments:

One month of business bank statements

Completed application (your application or ours)

Copy of the merchant’s driver’s license

Credit report

In the email description/body, please include:

Merchant Full Legal Name

Business Name

Merchant Phone Number

Merchant Email Address

Monthly Gross Revenue for the Business

Please make sure all documents and information are complete and legible to avoid delays in review.

Credit Card Stacking – Startup Funding Approval Guidelines

700+ FICO Score

3–5 Open Tradelines

Under 30% Utilization

Under 2 Inquiries in Last 4 Months

5+ Years Credit History

Required for Submission

Completed Application

IDIQ Credit Report

Important Notes

No added tradelines

Credit profile must be unlocked

No fraud alerts

Lower utilization improves approvals

Underwriters can identify artificially boosted profiles

The Ultimate Cloud based LinkedIn  Lead automation Software

Automating LInkdin with Dux-Soup

Most Visited Cities of Craigslist

Most Visited Cities of Craigslist – TOP 10 Cities…

sfbay.craigslist.org – 8.85%
losangeles.craigslist.org – 7.28%
newyork.craigslist.org – 6.44%
seattle.craigslist.org – 4.16%
chicago.craigslist.org – 3.34%
orangecounty.craigslist.org – 3.13%
sandiego.craigslist.org – 3.07%
washingtondc.craigslist.org – 2.91%
boston.craigslist.org – 2.89%
portland.craigslist.org – 2.50%

One way to grow your businesses loan brokerage is through referral partners. I've added a flyer in my FB group that you can customize with your company info.  https://www.facebook.com/groups/461797194751410

Run Email Campaigns with Bulk Emailing

Snip.ly is a helpful marketing tool that enables you to attach a call to action to content you share.

It is likely that you share content through your social media channels such as Facebook, LinkedIn and Instagram. With Sniply, you can attach a banner ad to the page you're linking to along with a backlink to your website.

https://sniply.io/

Do you want to generate free leads for your business? Facebook can help! In this video, we'll show you how to use Facebook to generate free leads for your business. In this video, we'll explain how to use Facebook to generate free leads and build your business loan broker empire! Business owners need some type of working capital, either right now or in the future. This strategy on Facebook can create referrals. My suggestion would be to contact 10 people a day a few days a week.

Networking with Meetup.com

Ever checked out Meetup.com? And no, it's not for dating! It's actually a fantastic platform for connecting with local entrepreneurs who might need some extra funding. Setting up an account is totally free.

You can use Meetup to discover groups ranging from real estate investors to tech startups. Aim for groups with over 100 members for the best networking potential, and check their pages to find out when and where they meet next.

Take full advantage of these opportunities by reaching out to group organizers. Discuss how you can assist members with obtaining working capital and unsecured lines of credit to expand their businesses. You could even suggest that the organizer emails members with information about your funding solutions, including a link to your landing page.

This approach isn't just theory; one of our referral partners successfully secured multiple deals from just one such email.

Networking on Meetup not only helps grow your business but also opens doors to lasting professional relationships. You never know, the connections you make could be valuable for years to come.

Imagine working from anywhere in the world, on your own schedule, using just your laptop or phone. Generating referrals and leads online through Facebook Groups can make this a reality.

Facebook Groups are a fantastic way to connect with entrepreneurs, small business owners, startups, and house flippers looking for funding. Here’s how to get started:

Search for Relevant Groups: Go to Facebook and type something like 'House Flippers' in the search box. Click on 'Groups' in the navigation bar.

Join a Group: Find a group that fits your interests. (Focus on one group to start with.) Make sure to follow the group rules.

Add Value: Contribute by offering advice and answering questions. Remember, give before you ask. When you provide valuable insights, group members will start to trust you.

Engage Thoughtfully: When the time is right, ask questions that get them talking about their business. For example:

What are your business goals?

Are you looking for ways to grow your business?

What would you do with $50k in unsecured credit lines?

Would you like to see what you could qualify for? There's no impact on your credit.

I've seen referral partners generate 1 to 5 leads a day using Facebook Groups. It may start slow, but with practice and consistency, the leads will come.

Happy networking!

Best regards,

Daniel

Small Business Lending Source

Credit repair companies are abundant, and their clients are usually seeking financing for various needs, whether it's for a business, a car, a house, or something else. This makes credit repair companies excellent referral partners.

Here's how to tap into this potential:

Identify Credit Repair Companies: Use Google or Google Maps to find credit repair companies. Create a database with their names, phone numbers, and websites.

Track Your Contacts: Use a spreadsheet to keep track of your outreach. Update it as you call or email each company. Cross off those not interested and follow up with those who might be.

Offer a Referral Partnership: Credit repair companies often want a kickback for sending leads. Sign them up as your referral partners, offering a commission on clients they refer who get funding.

Consistent Lead Flow: Imagine having 10 credit repair companies sending you one deal a week. Your commission could average $1,000 to $5,000 per deal, resulting in a significant income.

Advanced Tools: Use tools like SpyFu and SimilarWeb to find and assess the size of credit repair companies.

By partnering with credit repair companies, you can create a consistent stream of leads and grow your business substantially.

To your success,

Daniel

Small Business Lending Source

Business Loan Requirements

Topic Progress:

HERE IS A BREAKDOWN OF THE BUSINESS REQUIREMENTS NEEDED FOR A BUSINESS TO SECURE A LOAN, PLUS THE TOOLS YOU NEED TO CLOSE THE DEAL

*IT IS IMPORTANT TO NOTE THAT IF THE BUSINESS DOES NOT GENERATE AT LEAST $5,000 PER MONTH IN GROSS REVENUE, THEN MOST LENDERS WILL NOT PROVIDE A LOAN*

If the business qualifies for a Merchant Cash Advance (MCA), which means they generate at least $5,000 per month in total sales, then you need to get the following from them:

• Signed Application: To make life easier, use e-sign software. I used ADOBE SIGN. They have a 14 day free trial. This is the fastest way to get someone to sign an application. You can use any e-sign software you want.

  • If you do not want to use e-sign then they need to fax or email the signed application back to you

• Business Loan Application: Click below to download the APPLICATION to either email to the business owner or use it to upload to e-sign software

• Bank Statements – You need at least 3 months bank statements – They can email or fax these to you. If you do not have a fax machine, you can use eFax

After you have the signed application and the bank statements, send them to the lender.

HERE ARE SOME COMMON QUESTIONS BUSINESS OWNERS MAY HAVE

WHAT IS THE INTEREST RATE?

My Response – Interest rate will depend on your situation. It could be as low as a few points. (I just leave it at that). You do not want to tell them this is most likely going to be a high interest rate loan upfront.

You can also say, you work with multiple lenders and you will try to get the best offer possible.

HOW LONG IS THE LOAN?

My Response – We work with multiple lenders, some lenders allow the loan to be paid back over years and others are a few months. It depends on your situation. But, I will do my best to get you the lowest rate with the highest pay back length.

IS THIS A DAILY ACH LOAN OR DO I HAVE TO PAY BACK LOAN DAILY?

My Response – We do have some lenders that require a daily payback. We also work with lenders that allow a monthly payment. It depends on your situation. But, I will try to get you exactly what you are looking for.

IS THERE A PERSONAL GUARANTEE OR COLLATERAL REQUIRED?

My Response – No personal guarantee or collateral is required.

DOES MY CREDIT SCORE MATTER?

My Response – Credit score does not matter.

THE GOAL WITH ANYONE YOU SPEAK TO IS TO GET THEIR BANK STATEMENTS AND SIGNED APPLICATION. THIS WAY YOU CAN PROVIDE THEM WITH AN OFFER. THE REASON IS, ONCE YOU OFFER THEM A LOAN, MORE TIMES THAN NOT THEY TAKE IT.

The best way to sell this is to tell the business owner you will try your best to get them whatever they are looking for. I know this might sound bad, but most business owners do not realize their loan options are minimal. So you don’t want to scare them away and then the next loan broker gets the deal because the business owner realizes this is their only option.

Please include a lead sheet with all submissions . Subject of email will be company name. As your reading off your script your asking questions at the same time from the lead sheet in order to get your client additional options for funding.

Submit an application, 4 months of business banks updated credit report to daniel@sblendingsource.com

1. SBA Loans up to 10 years (Fico 620+)

2. Business Lines of Credit (fico 650+)

3. Term Loans up to 5 years (fico 660+)

4. Factoring up to 2M

5. Equipment Financing (fico 625+)

6. Working Capital MCA (fico 500+)

- Funding Assessment Script

Is available? Hi this is ________ calling from ABC_BUSINESS_LENDING… How are you doing today? Great, you were recently referred to us from one of our preferred partners and had requested we contact you regarding some financing for your business... (Outbound only) Before we get started I wanted to let you know that this call may be recorded for quality and training purposes.

(This is the discovery phase of the call, let the client talk, take detailed notes.)

1. So, tell me a little bit about your business?

2. Is this a startup company or an established business?

Established:

Great, what is the name of your business? How long have you been in business? ii. What originally motivated you to start your own business?

Start Up:

Great, what is motivating you to start your own business?

ii. How long have you been working on this? Do you have a business name?

iii. With this being a new business, what are you currently doing to earn your income?

3. How much funding are you looking for?

4. What will you be able to achieve for your business with this funding?

5. Have you personally set anything aside to invest in your business?

6. Are you the sole business owner?

A. If yes: Do you have anyone helping you with the decision making process? Spouse?

B. If no: What percentage of the company do you own?

7. Have you taken any other steps to accomplish funding prior to this?

8. What will happen if you aren't able to obtain funding?

(Recap the information that they have given you. Restate the reason they need the funding, empathize with their past struggles)

I'm pretty sure that I have a few solutions for you. Let me explain to you a little bit about our company and how we can accomplish the funding you are looking for...

First off, we are not a bank, we are business consultants. Over the years, we've been helping not only established business owners but also startup companies get access to funding.

Our company works with trusted lenders throughout the entire country, and what we do for our lenders is start off by conducting some initial underwriting. The underwriting produces what's called in the lending industry as a Funding Assessment. Are you familiar with that?

Great, the Funding Assessment generally takes 24 hours for us to create. The Funding Assessment is completely customized to your unique file and your specific funding needs. Basically giving you a complete snapshot and understanding of how your file is seen in the eyes of an underwriter.  After which we will schedule an appointment with my Senior Funding Advisor, at this time they will break down multiple funding options for you and help you to become a more educated borrower, which is crucial in this type of lending environment.

Some of the items he/she will be covering with you are:

• How the funding is going to be accomplished o Where we can go for funding. So what lender or lender's we have available for you.

• What the interest rate should be

• And what the term of the loan should be as well

Does all that make sense so far? Great, like I mentioned before this generally takes 24 hours for us to produce, the Sr. Funding Advisor and his team will have the time to analyze your business, the opportunity it has, and your personal profile. Our Sr. Funding advisors have a lot of creative ways to get you the funding that you need. After the Advisor has the chance to thoroughly assess and prepare your file, we will schedule a time for the Advisor to go through their findings and provide you with the best options for funding for your business.

Would this same time tomorrow work for you? Would this also work for (other decision maker) ? Great, I am pulling up the schedule now. I have handpicked two of my top Funding Experts that specialize in (their industry). The assessment usually takes 45 minutes but I will be sure and clear an hour of his/her schedule just in case you have any additional questions. Do you have a pen and paper? Great, I am going to have you write down your appointment, as I stated before the Advisor will have your complete Assessment prepared, they take their appointments every hour on the hour, so it is very important that you are on time for the appointment as well. Are you ready? Date/Time/Advisor

Okay, now I just need to collect some preliminary information for your application; I'll walk you through getting your credit reports and we should be good to go...

(Fill out Application Form)

Next we need to get a copy of your credit report through our partner NAV. NAV is an amazing company that allows us to access your credit report free of charge. It’s also a soft credit pull and not a hard credit inquiry like other banks and brokers do…. It’s because of  our partnership like NAV that allow us to get  funding when other banks and brokers aren’t able to. Can you see how a soft pull can help your chances of funding…?

(Sign them up with credit monitoring  )

Okay great and again, I have your appointment set with our Sr. Funding Advisor at (time/date), they are the best advisors I have seen, and I encourage you to do whatever they recommend.  If you have any questions before then please feel free to contact me directly.

Just to quickly recap... Please make sure you are in front of a computer and have the ability to access your email. This is where the Sr. Funding Advisor will be delivering your Funding Assessment. It's been a pleasure speaking with you today. Do you have any more questions for me?  Great! I am excited for you  and I am sure your conversation with _(Sr. Fundinq Advisor) tomorrow is going to be successful! We look forward to working with you! Have a great day!

If you want me to walk you through the process one on one please Simply schedule a call at www.calldanield.com

If you want me to walk you through the process one on one please Simply schedule a call at www.calldanield.com

This lecture provides a step-by-step breakdown of the sales process every business loan broker needs to master. You’ll learn how to run the first client call, set proper expectations, and collect the key documents that move a deal forward. We’ll cover the 10 Sales Commandments, how to pitch approvals with confidence, and proven strategies to handle objections like high rates, short terms, or daily payments. You’ll also discover how to use storytelling to build trust, close deals without pressure, and position yourself as a trusted advisor instead of just another broker. Real-world case studies are included to show you how these principles work in practice. This guide serves as both training and a practical cheat sheet you can use daily to stay sharp and consistent.

By Daniel Dias

Author of The MCA Broker Playbook

amazon.com/author/daniel-dias