Term Business Loan

Sales Help

All the resources you need to get deals through the door and clients closed over the phone

Portal overview

Table of Contents

Opening Up A Client

Step 1 – Getting client on the phone and getting to the point where you’re asking the pre-qualifying questions which are:

“How much are you looking for?”
“How much are you averaging in revenue per month over the last three months?
-Typically, our approvals do come back 1 to 1 to what your average in revenue is, could that work?
(Ex. if you’re doing 10,000, the approval will probably be somewhere in that ballpark of 10,000)

Remember we required the following: US Rev Min $10,000/month Canada Rev Min $15,000/month

“Do you have any current business loans or advances on the business?”

If yes:

With Who?
How much?
How long ago were you funded?
Say the following: (Just to give you an idea of what we can do, here’s a little about us. We offer terms up to 24 months, our payment structures usually come back on a weekly, biweekly or monthly basis. Term and payment structure will depend on how your file scores with my pricing department.)

-If they ask questions and you don’t know the answer please call the partner line for help

“How soon are you wanting the funds in your account?”

Use the time table they give you to the application out and back quickly

Give Your Application

All that is required to get started is a fully filled out e application & 3 months of bank statement, would you like me to email or text that application to you? (Wait to confirm they got it and ask if they have time to fill it out now).

Cold Calling Scripts

Phone intros

Put on your confident voice and be able to speak clearly and concisely! 

Here are some “Yes” Questions to get started: 

“Hi  [Name on lead] is now a good time to speak?”             

“Hi [Name on lead] can you hear me?”

“Hi [Name on lead]?”

 “Hi” can be substituted for “Good morning” or “Good Afternoon”

Different Lead intro   

It’s [Your name] from [Partner Company], you just completed an inquiry on our site to get funding for your business [ their business name]. How can I help you?

It’s [Your name] calling from [Partner Company]. I am reaching out to see how I can be of service to you today in helping your business grow. How can I help you?

Cold Lead Intro

Assume it is the owner on the other line:

Optional Yes Questions to get started: 

“Hi  [Name on lead] is now a good time to speak?”             

“Hi [Name on lead] can you hear me?”

“Hi [Name on lead]?”

 “Hi” can be substituted for “Good morning” or “Good Afternoon”

Follow-up Questions: Who did you get funding from? Did you even receive any funding? If not, what would you change about the funding you received? 

It’s [Your Name] from [Partner Company], your business [business name] came up as a potential match in our system for business funding. Why aren’t we doing business yet?

Hi It’s [Your name] I see here you are doing business with my competition, My goal is to win your business. What do I need to do to prove that my company’s offerings are better than what you currently have?

 Hey, this is (your name) I recently helped one of your competitors scale their business, and wanted to present you with the same opportunity. Do you have a minute to talk?

Text Cold Outreach

First Contact Text template

Hi[Client],It’s [Your name] from [Parnter Company], you just completed an inquiry on our site to get funding for your business. How can I help you?

 
Intro Texts Templates

Hi[Client], This is [Your name]. You inquired about business funding in the past. If you have anything in mind for right let me know, I am happy to help!

 

Hi[Client], This is [Your name]. Do you have any current working capital needs for the business? I have you in our system already and could get you funded fast, if needed. Let me know if I can help.

 

Template when someone else made contact first template

Hi [Client], It’s [Your name]. You were talking with one of my reps last month about getting funding for your business. I was reaching out to see if you have some time to discuss options

 
They’ve applied for business funding in the past

Hi [Client], It’s [Your Name]. You were working with one of my reps to get some funding for your business and we even sent you an application. I see in my system that you opened the application but haven’t completed it yet, are you having trouble with the application? If so I can resend it

Same Day Funding
for your Business!

Same Day Funding
for your Business!

Simple terms. Approval in Minutes. Funding in Hours.

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