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We performed and extensive evaluation of the top CRM systems for a loan broker, we took into consideration features, pricing, platforms, and reviews. When selecting a CRM for loan officers, the system needs to have the ability to store information for local and remote access, it should effortlessly integrate with other programs, especially LOS systems and accounting. In the end we ended up acquiring specific canned and pre-existing CRM technologies along with extensive internal Global Financial technicians to come up with what we believe is hands down the very best CRM available today.

To make this bold claim, we knew that it should also be accessible to a web-based customer portal for loan applications and have data-collecting capabilities, including phone numbers, email addresses, banking information, and any other contact information. The nature of the job for brokers and lenders is to send a lot of paperwork back and forth throughout the day, which can get confusing. A loan broker CRM alleviates this problem and streamlines how documents are sent to and from clients in the pipeline more efficiently.

Global Financials Software is ideal for Commercial Lending professionals who are looking for a feature-rich loan management system.

It’s an all-in-one platform to manage your business, advance your pipeline, centralize your team, and keep your Company's organized, and yes, it’s included in your membership with Global Financial, no matter how many users you have like the others commonly referee to as “implementation charges.”

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List of the Lessons

  1. MODULE 1 – INTRO TO BUSINESS CREDIT
  2. BUILDING A SIX FIGURE BUSINESS BY HELPING OTHERS BUILD \”BUSINESS CREDIT\”
  3. MODULE 2 – GETTING BUSINESS CREDIT READY
  4. MODULE 3 – GETTING ACCESS TO YOUR BUSINESS CREDIT REPORTS
  5. MODULE 4 – GETTING ACCESS TO BUSINESS FUNDING
  6. MODULE 5 – AVOIDING DENIALS, FIXING MISTAKES AND READING THE REPORTS
  7. BONUS MODULE: BUSINESS CREDIT INDUSTRY HACKS

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List of the Lessons

  1. MODULE 1 – INTRO TO BUSINESS CREDIT
  2. BUILDING A SIX FIGURE BUSINESS BY HELPING OTHERS BUILD \”BUSINESS CREDIT\”
  3. MODULE 2 – GETTING BUSINESS CREDIT READY
  4. MODULE 3 – GETTING ACCESS TO YOUR BUSINESS CREDIT REPORTS
  5. MODULE 4 – GETTING ACCESS TO BUSINESS FUNDING
  6. MODULE 5 – AVOIDING DENIALS, FIXING MISTAKES AND READING THE REPORTS
  7. BONUS MODULE: BUSINESS CREDIT INDUSTRY HACKS

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List of the Lessons

  1. THE ULTIMATE BLUEPRINT TO SUCCESS THROUGH ALTERNATIVE LENDING
  2. MODULE 1: IMMERSION AND PARADIGM SHIFT
  3. FLOWCHART
  4. MODULE 2: FUNDING DEALS WITH THE PRODUCTS THAT BUILT THE MULTI BILLION DOLLAR INDUSTRY
  5. IMPORTANT ! UNDERSTANDING YOUR FUNDING OPTIONS FOR EXPLOSIVE GROWTH
  6. MODULE 2.1 PERSONAL LOANS AND PERSONAL TERM LOANS – START UP FUNDING
  7. MODULE 2.2. TAX CREDIT – GOLDEN PATH TO A SIX FIGURE BUSINESS
  8. MODULE 2.3 FAST BUSINESS FUNDING OPTIONS – LOW CREDIT / BAD CREDIT DEAL – COMMISSION/RESIDUAL
  9. MODULE 2.4 EQUIPMENT LEASING AND FUNDING – HELP BUSINESSES FINANCE THEIR EQUIPMENT
  10. MODULE 2.5 BUSINESS LINE OF CREDIT AND BUSINESS TERM LOANS
  11. MODULE 2.6 GOVERNMENT BACKED SBA FUNDING
  12. MODULE 2.7 REAL ESTATE BASED LENDING
  13. MODULE 2.8 RESIDUAL- PASSIVE INCOME = INVOICE FACTORING, CREDIT CARD PROCESSING PARTNERS
  14. MODULE 2.9 CREDIT REPAIR, CREDIT MONITORING, DEBT SETTLEMENT AND TRADE LINES
  15. MODULE 3: ASSEMBLING THE MACHINE
  16. BONUS TRAINING – HOW TO MONETIZE EVERY LEAD
  17. MODULE 4: ORGANIC CLIENT ATTRACTION STRATEGIES
  18. MODULE 5: ADDING FUEL TO THE FIRE – PAID ADVERTISING
  19. MODULE 6: CONVERTING LEADS INTO DOLLARS – SALES ACADEMY
  20. BONUS MODULE
  21. WEEKLY Q AND A CALL AND PARTNER/LENDER WEBINAR RECORDINGS – (CLICK BELOW)
  22. SUPPORT QUESTIONS AND ANSWERS
  23. FAST TRACK
  24. APEX FAST TRACK
  25. APEX TRAINING
  26. BUILDING WEALTH THROUGH LEVERAGE

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List of the Lessons

  1. LOVE GLOBAL FINANCIAL MANAGEMENT? WANT TO BECOME A GLOBAL FINANCIAL MANAGEMENT AFFILIATE TO BUILD A SIDE BUSINESS?

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