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But no where will you find a system that not only shows you HOW to setup every step along the way, but I'm also going to give you all of my personal templates and automations, scripted and ready to go.
If everything you're doing requires manual tasks, you're hindering yourself from being able to scale, have more free time, and run a profitable agency that can practically run itself to a certain extent.
I hated it.
I hated hearing that my Brokers were having a hard time getting their Merchants to fill out their Application Form, it took forever, or they gave up to quickly.
I hated hearing it when my Brokers didn't consistently follow up with their Merchants, or even have a simply protocol on how to follow up, how long to wait, what messaging to write, and how many messages to send over how many days!
I hated hearing when my Brokers did get their Merchants to send them the stuff they needed, or it was a ping pong match with emails trying to get everything they needed to submit the file.
This is when I took my Engineering, and Marketing Automation skills to streamline this process.
What used to take days to get my Brokers a full app sent back, I could get done within 20 minutes of the initial Pre Qual Call or Form Submission.
The worst feeling is scrambling around when someone gives you the "YES" to get them closed and set them all up.
This was stressful for me to hear, and I'm sure you've experienced this and it is for you too.
--That all went away when I was able to automate this entire process cut 70% of my staff, and overhead!
--While simultaneously increasing Revenues, and Consistency!
Here's How I Did It:
✔️Taking the Manual Process Out of the Equation
✔️Sending Mass Markerting Messages through SMS Blasts, Ringless VM, Email Marketing, or running Google or FB Ads
✔️Creating a Simple Landing Page Funnel with some Questions for the Merchant to "Pre Qualify"
✔️Putting a Upload PDF Box to get those Bank Statements on the Spot when possible
✔️Having them go through a Full Merchant App "funnel" if they did Pre Qualify that walked them through...
✔️Filling out their Merchant App & Submitting Docs
✔️Allowing them to Schedule their Pre Funding Call
✔️Sending them a Welcome Email, & SMS with next steps using an AI SMS Bot as soon as they Submit the form.
✔️Having an Automated Workflow that creates their Contact in CRM / Marketing Automation Software
✔️Automatically Assigning Tasks & Adding them to the Pipeline Stage "New Lead" "App Submitted" etc..
✔️Sending automated follow up reminders (to fill out the full Merchant App, and upload Bank Statements if they decided to skip that part in the first part of the Funnel, and so much more...)
Stress levels dropped and I saw how rapidly these leads were converting into full apps, into underwriting, and the Brokers were able to close more deals, spending less time and money.
In fact, when my Brokers didn't have to worry about chasing apps and file management, they started
Closing 2-3 Deals on average A DAY
.
You can't do that if onboarding your Merchants is sucking up all your time and energy.
✔️ A) Sign up for this Special Offer
✔️ B) Set up a time with me to Configure the Automation Templates, Landing Pages, and all the other minor details.
(I teach you how to do that, step by step)
✔️ C) Kickoff your First SMS, Email, or Ringless VM Campaigns, and start re-generating your existing database of leads in Lightning Speed!
(I'll also personally work with you on this initial launch, so you can have more time & close more deals)
Including the following (Over $15,000 value)
✅ Automation Creation Full Walkthrough & Setup
✅ Buildout your very own Landing Page w/Funnel
✅ Create a Custom Pre Qualification Form with Custom Fields and Drop Down Menu with Selections for Monthly Revenue, Credit Score, Etc....
✅ Pre Approval Funnel (Step by Step what your Merchant needs to do after submitting their info)
✅ Option for Merchant to Fill &e-Sign Merchant App, & Upload Bank Statements on the spot.
(Must Provide DocuSign or Similiar)
✅ Welcome Email, and SMS messages automated with Creatively Pre Scripted content
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✅ BONUS 1
1 Hour One-on-One Coaching to Help you get Setup Fast!
($1,500 Value)
✅ BONUS 2
SMS Marketing Drip Campaign with Full AI SMS Bot Conversational Flow Built, with Pre Scripted Messages that I've personally used in my LeadGen Agency.
This is the Secret Sauce....
($10,000 Value)
✅ BONUS 4
Self Help Knowledge Base w/Built In Video Library to Access to our All New "Searchable" Step-by-Step Video Instructions, to maximize the system to the fullest potential! ($4,500 Value)
✅ BONUS 5 (Release Date: TBA)
Early Access to Purchase: Underwriting AI Algorithm
Submit a New Deal into Underwriting based on Your Lenders Specific Criteria for easy & automated Deal Submissions!
✅ BONUS 6 (Release Date: TBA)
Early Access to Purchase: Lender Follow Up Sequences
Automated Follow up with Lenders to get Quickest Approvals, and track every stage of the deal until it's Funded, and Commissions are Paid!
✅ BONUS 7 (Release Date: TBA)
Early Access to Purchase: MCA BROKER ACADEMY
My personally formulated eCourses , and curriculums on various topics, gained knowledge, and experience of being an Industry Veteran & Rockstar!
Course Previews:
-- MCA Fundamental Training
-- Lead Generation Strategies
-- How to 10X you Deal Close Rate
-- and Much More..
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Limited Time Offer!
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