Expectations, Process & Requirements

Expectations, Process & Requirements
Reminder: You're Representing Us
We are a large funding company, and our name is on the line. When you introduce a client, you're not just representing yourself — you're representing our entire team.
That means it's critical to set the right expectations.
Client Expectations
Share Our Explainer Doc
Always have your clients read our explainer doc that walks through the process from A–Z. (or send them the video)
This saves you time, and it builds trust because the client understands how we work.
Professional Approach
Never use hard-core closing tactics. That's not how we operate.
Be professional, approachable, and confident in the process.
No Guarantees
Important: Set Realistic Expectations
Never promise or guarantee results.
We are very good at what we do, but ultimately we are not the final underwriters.
That's why our model works on a backend 10% performance fee — we only get paid when the client does.
Typical Results & Timelines
$50K-$250K
Funding Range
Most clients can get this amount in 0% business credit funding.
3-5
Weeks
Timeline: usually 3–5 weeks from start to finish.
1-3
Months (Sometimes)
For some clients, it may take 1–3 months.
Keep in mind: clients have jobs, families, and busy lives. Our goal is always to fund the client as soon as possible, but patience is important.
Client Requirements
To qualify, clients must have:
700+ Credit Score
700+ credit score.
Clean Payment History
No late payments in the last 2 years. No collections at all.
Strong Credit History
Strong revolving credit history with $15K+ in total credit limits.
Or fall into one of the 3 C's criteria:
Credit
Cashflow
Collateral
And remember: if they do not meet ANY criteria, we will start them on credit repair and get them fixed up until they do. Everyone's a client.
How to Send Clients
You have two simple options:
Option 1
Send your personal referral link directly to the client.
Option 2
Create a 3-way text or DM with our team and your client.
Introduce them, send your link, and we'll get them booked with our team.
We'll also send them the info doc and video so they know exactly what to expect.
Support Material
I'll be attaching a step-by-step process guide that explains:
Timelines.
Expectations.
Requirements.
How to properly position the funding opportunity.
Action Step:
👉 Comment in the community with:
Key Takeaway
One key takeaway from this module.
Your Method
Which client introduction method (direct link vs. 3-way) you'll be using.