Global Financial Training Program

Why Are We In Such High Demand Now?

Due to the mortgage meltdown several years ago banks only lend to a small percentage of companies that we call “A+” credits, or companies that really don’t need the money. Speak to any business person who has gone to the bank for a loan. The answer is almost always NO! We lend to all credit categories. While we can be competitive with the banks on the “A” credits, we provide funding solutions for the B, C, D credits, and start-up companies. These categories can also offer attractive commission opportunities on successfully funded transactions.

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When the banks are saying NO you can say YES!

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This is part of what we call working strategically—knowing how to target the right prospects and match financing opportunities with the appropriate lenders. You will learn how to evaluate transactions and focus your time on deals that fit lender guidelines, rather than spending time pursuing transactions that are unlikely to qualify.

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Much of the business can be conducted over the phone and by email during normal business hours, allowing you to operate without a traditional office if you choose. We'll show you the tools of the trade and teach you strategies for identifying prospective clients, generating leads, and developing financing opportunities for your business.

 

We Make Learning This Business Easier

With more than two decades of experience training students from every walk of life and over 36 years of continuous experience in commercial finance, we have carefully refined our training around the essential knowledge and concepts needed to understand the business. Our curriculum provides students with practical business knowledge along with a wide range of resources to help them address diverse commercial financing needs.

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During the training, you will meet participating lenders who provide access to a wide range of commercial financing programs. Each lender specializes in particular types of transactions and financing needs, giving you a diverse range of options to explore for your clients. These lenders will share valuable insights into their products and effective methods for identifying and developing prospective clients. You'll learn how to work efficiently with these lenders by understanding their basic requirements and providing the information they need to evaluate a transaction, with some lenders able to provide credit decisions the same day.

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You will learn about more than 30 different loan products with hundreds of variations, giving you a wide range of financing solutions to explore for your clients.

 

You will learn Basic Business requirements

We start with the basics of being in business; what you need to get started, how to structure your business, time management, setting and achieving goals, creating a business plan, identifying niche opportunities. This is the nuts and bolts portion of running a business. It doesn't matter how successful you are, you must structure your business properly, organize your efforts, and understand accounting principles and operational issues. Business can be more complicated today than ever before or far simpler. Our methodology highlights how to keep it simple. Remember, this is a business that can be run part or full time, from home or an office and each method requires a slightly different set of skills and knowledge. We advise you on every aspect of getting your business set up and running properly.

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Industry-Specific Guidelines

Once you have a basic understanding of setting up a business we get more industry-specific.

You will have an understanding of:

• Over 30 financial loan products

• Step by step guide to how each works and when to use one or another.

• How to identify a client's financing needs and focus on their initial need with an eye on what you may be able to provide to that same client going forward.

• The difference between one-time transactions and recurring transactions and how to identify opportunities that can generate recurring commissions.

• The industry sub-culture. Clients that are service professionals in other disciplines who can direct business to you on a regular basis.

• How to develop a vendor business that can provide opportunities for recurring revenue. Vendors are companies that sell equipment and need financing.

• The unique industry vocabulary so you sound like a "pro" to both clients and lenders.

• You'll learn the proper procedure for preparing and submitting an application to help facilitate an efficient lender review. You'll learn the differences between various types of loans, lenders and approval techniques. This is an intensive education designed to give you a strong understanding of the commercial finance industry and how to operate within it.

 

You Will Be Able To Offer a Very Wide Range of Loan Solutions

Some companies only teach "equipment leasing" while others say they teach dozens or even hundreds of loan types but in actuality have very limited direct experience. Some teach but do not create a direct relationship between you and lenders.

 

Over more than 36 years, we have worked with a wide range of commercial financing transactions, from small and large business loans to commercial real estate, large-scale projects and acquisitions. That experience gives us a strong understanding of the diverse financing needs businesses encounter.

 

We have identified the “CORE” lending types that are important to understand and address a wide range of business financing needs.

 

The list of transactions you can fund keeps growing. Whether they need financing for working capital, new equipment, a business acquisition, property, or unsecured funding, you can offer a wide range of financing solutions to meet your clients’ needs. There have never been more clients with financial needs. In every economy, there exists a “sweet spot” or a circumstance where others are suffering yet a few businesses prosper. This is such a moment in time. The current condition of our economy has created a climate in which more and more businesses need capital to build or rebuild. You provide the solutions.

 

Combine these advantages with comprehensive training in commercial finance, and you will be well prepared to begin building your business.

 

Immediate Access to Participating Lenders

An important part of building your business is having access to a broad range of funding sources, understanding which lenders are best suited for different types of transactions, and knowing “HOW” to communicate with these lenders. Each industry segment uses slightly different jargon. Using that jargon instantly communicates to the lender the depth of your knowledge.

 

During the training, we introduce you to key lenders that you will be approved with from all over the country, who can provide the widest possible scope of lending activities. Our participating lenders offer financing options for transactions ranging from $5,000 to more than $500 million. Once a complete loan package is submitted, these lenders typically provide a credit decision within 24–72 hours.

 

Through Global’s established lender relationships, graduates are set up to work directly with participating lenders upon completion of the training. Without Global’s established lender relationships, new brokers may be required to have three to five years of experience in the business and complete individual vetting before certain lenders will consider working with them.

 

Many people ask why our lenders do this. The answer is simple. Through many years of positive experiences with the Global graduates, coupled with the strong foundation and knowledge gained, the lenders take our graduates seriously.

 

The industry is constantly evolving and it is important to have a personal connection to people with their "ear to the ground". These lender contacts will be invaluable, as you progress in your business, pointing out the latest trends, the easiest products to market, and the best sources to gain clients. They are there to support you because your interests are aligned—the lender and broker both benefit when transactions are successfully funded.

 

Proven Marketing Expertise

Many people wonder whether there are enough potential clients and why businesses don't simply go to a bank for financing. Traditional banks generally have specific lending criteria that may not fit every business or financing need. This creates opportunities for commercial finance brokers to help business owners and real estate investors explore alternative funding solutions. We teach you how to identify prospective clients and reach the markets that may need the financing products you can offer.

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We cover the key aspects of finding and developing prospective clients. Our marketing strategies are based on years of experience in the commercial finance industry and continue to evolve along with changing marketing tools and techniques. We continually test and refine the methods we teach. From customized websites and business identity packages to social media setup, 1,000 starter leads and more, we provide marketing tools and resources designed to help you reach prospective clients and build your business

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Ongoing Support

All the knowledge in the world is useless unless you ACT on it. The reason most people do not act is that they simply feel overwhelmed when they return home.

 

A step by step guide is crucial to keeping you on your path to meeting your goals. We take the guessing out of what you should do day one, week one, month one. This way you can get started as soon as you return home.

 

You are going to have questions. Lots of them! Your training does not end the day you leave. We are here for you, as long as you need us. We have taken support to another level and created the Mentorship Program. Not only will you receive lifetime support but the person that trains you will become your 1:1 coach/mentor.

 

We're dedicated to supporting your journey towards success. We are here to answer questions, guide you, and help you get your deals closed. In time, you will get the hang of things and lean on us less and less while building strong relationships with the lenders you are approved with. Even a few years down the road, we will be here to help you with anything you need…. With no ongoing fees.

 

"How can you teach someone to swim if you don't know how to swim yourself?"

We believe there is no substitute for learning from people who actively work in the commercial finance industry. We know what it takes to find prospective clients, analyze their financing needs, structure transactions and present them to appropriate lenders. We teach you the methods we use every day, backed by more than 36 years of experience in commercial finance. You will learn how to “swim” on your own, building the knowledge and confidence to operate your own commercial finance business. Our training program is designed to give you the knowledge, tools and lender relationships to begin building your business.