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Underwriting MCAs (Revenue/Sales-Based Financing)

  • 36 Steps
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About

CAN BE DONE IN 1-2 DAYS, BUT ACCESS TO THE COURSE IS 8 WEEKS. If you are a Broker, ISO Manager, Salesperson, switching careers, trying to get into commercial finance, or a business owner, this course is for you! GO AT YOUR OWN PACE, EARN A CERTIFICATE OF COMPLETION AT THE END. If you are interested in a multiuser group plan, please email us. NEW: Introducing Guest Instructor Sherif Hassan of SYH Strategies We welcome Sherif Hassan to our course to teach a few modules. He brings more than 15 years of experience in the alternative business lending industry, with a specialized focus on MCA and RBF underwriting, portfolio risk management, and pricing models that funders can actually profit from. Sherif is the founder of SYH Strategies, a consulting firm trusted by top funders for designing and optimizing their entire credit and underwriting systems. BENEFITS to learning about how the underwriting process for merchant cash advances works: -close more deals as a broker or salesperson -find a new job in underwriting -get promoted in your current company -pick deals better to syndicate on -communicate better with underwriters -improve operations of your ISO shop -manage deals better -negotiate with funders better -onboard and train employees more quickly -understand the latest underwriting strategies -learn about risk models -identify fraud -reduce wasted time -place deals with funders more accurately We will provide the scope of: -what an underwriter does, -the underwriting process from submission to funding, -what's involved in credit models, -how to analyze bank and credit card statements, -review other documents and stipulations required to approve deals like Tax Returns, -information brokers can use to close more deals, -and much more. By The Numbers: 207 minutes of video 22 Steps 38 Quiz Questions Access 8 weeks

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