Live Coaching and Training

1 

Weekly Live Group Coaching Calls

Members have access to three live group coaching calls each week. These sessions are educational in nature and may include:

• General deal structure reviews and walkthroughs

• Platform usage demonstrations and Q&A

• Marketing concepts and lead-generation strategies

• Sales process education and communication techniques

• Open discussion and peer collaboration

All sessions are conducted in a group setting and are recorded for later viewing.

2

Deal Review & Scenario Education Sessions

These sessions are designed to help members better understand how different funding scenarios may be evaluated and structured. Discussions are instructional and focus on:

• Reviewing hypothetical or anonymized deal scenarios

• Understanding lender requirements and common deal variables

• Identifying potential challenges and compliance considerations

• Learning how to evaluate funding options within the platform

These reviews are for educational purposes only and do not constitute underwriting decisions or funding approvals.

3

Sales & Communication Training Library

Members receive access to a structured sales training library focused on professional communication and ethical sales practices. Topics may include:

• Client discovery and qualification conversations

• Explaining funding concepts clearly and compliantly

• Objection handling and expectation setting

• Process education and client onboarding best practices

Content is designed to support skill development and is not scripting or legal guidance.

4

Marketing & Business Growth Education

Educational sessions covering general marketing concepts and business growth strategies, including:

• Lead-generation ideas and traffic sources

• Funnel and follow-up strategy education

• Branding and positioning concepts

• Community-shared strategies and case discussions

These sessions provide general education and do not guarantee results or performance outcomes.