Mentoring 11 CAPITAL FINANCE IAP 2020 Unprecedented Times

2020 Unprecedented Times: § § Covid pandemic Millions of businesses closed Millions unemployed All

11 Cap Response § Trillions in GOV and SBA Relief Aide § Billions in

Opportunity to help Relief Funding Agents “The Rules” CRE loans only Must have completed

Work-Flow RFA Refers Lead IAP puts into CRM then contacts the borrower as usual

Set Up Properly DOWNLOAD MONEY WITH MEG PODCAST TEACH A COURSE SHARE PRODUCT SHEET,

You can make a difference in someone’s life! “The delicate balance of mentoring someone

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Mentoring 11 CAPITAL FINANCE IAP

2020 Unprecedented Times: § § Covid pandemic Millions of businesses closed Millions unemployed All Lenders overwhelmed TEACH A COURSE 2

11 Cap Response § Trillions in GOV and SBA Relief Aide § Billions in new private sector funding added weekly § New advanced technologies § Relief Funding Agents § Added partnerships with UWM & EVest so reps can make more money. TEACH A COURSE 3

Opportunity to help Relief Funding Agents “The Rules” CRE loans only Must have completed Core Training RFA referrals are logged into CRM as always with RFA as referral source in background Loans dept will only copy IAP file updates, IAP responsibility to update RFA Standard lead compensation TEACH A COURSE 4

Work-Flow RFA Refers Lead IAP puts into CRM then contacts the borrower as usual TEACH A COURSE Loans Department File is approved or declined, IAP updated throughout process Deal closes IAP gets standard lead compensation RFA gets referral fee 5

Set Up Properly DOWNLOAD MONEY WITH MEG PODCAST TEACH A COURSE SHARE PRODUCT SHEET, ORIGINATION CLASS & SCRIPTS WEEKLY TEAM CALLS, SET PROPER EXPECTATION UPFRONT, WEEKLY OR BIWEEKLY UPDATES, MUST BE RESPONSIVE 6

You can make a difference in someone’s life! “The delicate balance of mentoring someone is not creating them in your own image but giving them the opportunity to create themselves. ” Steven Spielberg