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  • ISO Rep/Manager to CRO

    Transform yourself from a beginner ISO Rep to an ISO Manager to a Chief Revenue Officer for an MCA/RBF direct funding company! WHO IS THIS COURSE FOR? If you want to be better at your job, improve your value, and earn more money. If you are a direct funder who wants a more effective way to train new ISO reps/Managers If you are seeking a new job and thinking about getting into the alternative business funding industry. If you are already an ISO Rep or Manager who wants to get ahead. WHATS IN THE COURSE? All of the information you need to understand the CRO career path, find out what an ISO is and does, what skills are needed to excel, job prospects, market size, relationship management, performance tracking of ISOs, Underwriting and deal analysis, leadership, and much more. COURSE INSTRUCTOR This course is taught by Shane Mahabir who started as an ISO Rep in 2014. Shane worked for several different funding companies which provided him the experience to see how they operate differently, what worked or didn't work for those particular funders. BY THE NUMBERS 25 Steps 4 Quizzes 4.5 hours of video Access to the course for 8 weeks Group plans of 3 available in the Store 1 Certificate of Completion

  • Underwriting MCAs (Revenue/Sales-Based Financing)

    CAN BE DONE IN 1-2 DAYS, BUT ACCESS TO 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. 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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