The Broker Blueprint

Earn as a broker today!

Course curriculum

1. The Broker Blueprint
  FREE PREVIEW
2. WELCOME!
3. Onboarding questionnaire
4. Accessing the community
5. Orientation call
1. Goal setting
2. Vision & motivation
3. Housekeeping
1. About the industry
2. What is a broker
3. Why become a broker
1. Logo
2. Website
3. What should your funding website look like
4. Funding application form
5. Use our DFY funding website
6. Business Email
7. Phone
8. Computer / laptop
9. CRM
10. Use our DFY CRM
11. E-sign software
12. Your legal structure
1. What is credit?
2. Reading a credit report
3. How credit reporting works
4. What is an ideal credit profile
5. How to freeze bureaus & when to do it
6. Inquiry removal
7. Off-cycle reporting
8. Underwriting
9. Debt consolidation
1. The importance of incorporating
2. Where to incorporate
3. The incorporation process
4. Setting up your business
5. Different entity types
6. EIN, the SSN of business
7. Registered agent
8. Operating agreement
9. Business credit
10. The difference between DUNS & EIN
11. Business tradelines
12. Net 30, 60 & 90
13. Vendors that report business credit
14. Low risk identification codes (SIC)
1. A word from Frank Abagnale
2. A word from Robert Kiyosaki
3. Credit card benefits
4. Types of credit accounts
1. How much funding can you get
2. Funding roadmap
3. Recommended requirements
4. Types of funding & advantages
5. Our programs
6. Bank rules
7. Business term loans
8. Business LOC's (BLOC)
9. 0% interest unsecured credit
10. Preapproved vs prequalified
11. Venture capital (VC)
12. HELOC & HELOAN
13. Funding resource database
14. CLI's
15. How banks work
16. Liquidation
17. Relationship managers
18. Resetting 0% interest introductory periods
19. SBA loans
1. Processing a client file
2. Funding assessment
3. Qualification assessment
4. Client agreement
5. Securing funding
6. Applications
7. Invoicing clients
8. Scripts / templates
9. Direct access vs done for you
10. LendBox
1. Marketing plan
2. Your first leads list
3. Writing content that sells
4. Build your brand
5. Get in front of people
6. Refine your targeting
7. Target market
8. Customer Avatar
9. Customer journey
10. Ways to market yourself as a broker
11. Social media marketing
12. Text marketing
13. LinkedIn training
14. Email automation / marketing
15. Landers and funnels
16. Purchase leads
17. Paid advertising
18. Creatives and buyer psychology
19. Retargeting
20. Lead magnets
21. Strategic partners
22. Setters
23. Business cards
24. Top industries to target
25. Marketing assets
26. Putting it all together
27. 1-on-1 marketing consultation
1. Your first 30 days
2. Sales training
3. Know your numbers
4. Scripts
5. Winning posts and engagement
1. Hiring & delegation
2. SOP's
1. Do me a favor...
2. What's next
1. Live training 12/21/23
2. Live training 2/20/24
3. Live training (date)
4. Live training (date)
5. Live training (date)
6. Live training (date)
1. MONEY360
2. Funding
3. LendBox
4. Money Mastery
5. Credit repair
6. Merchant Services
7. Foundational Finance book
8. Social Media Reform School book
9. Mastermind
1. General
2. Bank branch locator
3. Business card locator
1. What are aged corps
2. How to acquire an aged corp
3. Our aged corp services

About this course

136 lessons
14.5 hours of video content

Earn as a broker today!

Enroll Today!

Reviews

Build an online business with scale

Nathan Siudak

This course will teach you step by step how to build an online business. The impruvu you team will provide you coaching calls as well. Great product and resource.

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Time to become your own Broker and build your own business from anywhere. Even your couch.

Corey Young

The broker blueprint teaches you to do exactly what Impruvu does. You are selling the one thing that everyone needs which is MONEY. This a whole blueprint on how to build, implement and scale your own funding brokerage. They give you the tools and if you follow the guided steps you can easily go from doing nothing on your days off to making thousands...from your couch.

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