Investment and Program Details

Global Financial has developed a comprehensive training program designed to help you enter the commercial finance industry with the knowledge, resources and support needed to build your business. Commercial financing serves an important role for businesses and real estate investors seeking capital for a wide variety of needs.
 

For more than two decades, we have developed and refined a unique combination of marketing techniques, established lender relationships and access to a wide range of commercial loan products designed to address diverse business and real estate financing needs. Our program combines this training experience with lifetime support to help you build and develop your commercial finance business.
 

The cost of "Owning Your Own Finance Company" is a one-time fee of $19,950. We are not a franchise. There are no additional fees or royalties paid to us. Upon completion of the training, you will have the knowledge, resources, and support to begin building your own commercial finance business.

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Most importantly, our program is constantly evolving. The commercial finance industry continues to change, and our training evolves with it. We continually evaluate new internet marketing tools, loan products and developments within the lending landscape and incorporate relevant information and resources into our training.

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There is no question that in today's economy, $19,950 is real money and should be considered very carefully. It's our job to demonstrate the value you receive for your training fee. We encourage you to review what is included in the program, the resources we provide and the various pages throughout our site to determine whether this is the right investment for you and your business goals.

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Our training is based on real-world commercial finance experience rather than simply textbook instruction. We continue to work in the commercial finance business ourselves, bringing that experience into the training. We will show you the importance of working directly with lenders, how to market your business, what tools you need, where to find resources and much more.

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The knowledge and expertise we share are the foundation of the program—but take a look at everything included in your investment.

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Four Days of Intensive Training

Over the years, we have found that our four-day training provides a strong framework for learning the critical information you need to get started without overwhelming you with “information overload.” You are entering a completely new industry. While the basics can be learned relatively quickly, understanding every aspect of commercial finance in a week is simply not realistic. That's why we combine four days of intensive core training with the Global Mentorship Program, which provides ongoing 1:1 support with a dedicated person. Don't take our word for it—our graduates were asked that exact question, and you can hear their answers in their testimonials.

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In addition to our 36+ continuous years in the commercial finance industry, our participating lenders bring decades of additional industry experience to the training. You will learn firsthand from both them and us about the practical realities of working in commercial finance. You will focus on effective techniques, relevant loan programs, client financing needs, viable transactions, and current industry resources. You’ll also learn how commissions work, with commissions of up to 15% on successfully funded transactions ranging from $5,000 to over $500 million, depending on the lender, loan type, and individual transaction. By the time you graduate, you will have the tools and resources to begin marketing your business, reaching prospective clients and building traffic to your website.

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Basics Training

We start with the basics: how to structure your business, time management, setting and achieving goals, creating an easy-to-follow plan, and identifying niche opportunities. We discuss the industry and teach you how to work with over 30 types of “core” lending products. You will also learn which loan products may be appropriate for different financing needs and how the various loan programs can work together. We will talk about the unique industry vocabulary (“buzz words”) that will help you communicate confidently and professionally. We also discuss the pros and cons of operating independently or building a sales team as your business grows.

Certification as a Global Professional

When you complete our training program, you will receive Global’s Certified Global Professional designation, recognizing your successful completion of the Global Financial Training Program and your training in a wide range of commercial loan products. You will also receive a certificate recognizing your completion of the program and have access to a wide range of lenders through Global’s established lender relationships. The certificate also makes a professional addition to your office when framed.

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Additional Person Trained

Having help right from the beginning can make it easier to get your business started. We allow you to bring a second person to the training at no additional charge. Many people start their businesses with a partner, spouse or sibling. This is the perfect opportunity to give that person a professional training at no cost.

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Lenders

An important part of this business is having access to capital and the ability to submit your deals directly to lenders. Working directly with lenders eliminates the need for a middleman, allowing lender-paid commissions to be paid directly to you.

As a Global graduate, you will have access to an established portfolio of lenders offering a wide variety of commercial financing programs. During the training, you’ll learn how to work with these lenders, understand their guidelines, and identify financing options for different types of businesses and transactions.

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Global Training Manuals

The comprehensive Global manuals will contain the information discussed during the course of the training. Once you return home, they will serve as a valuable source of reference. The manuals will cover loan types, lenders, marketing, and the tips and tools of the trade. Additionally, you will receive PowerPoints from the training and samples of lender submissions, enabling you to review the intensive course materials at your leisure.

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Lender Guideline Manuals

The key to this business is working directly with lenders rather than going through a middleman, helping you offer competitive financing options to your clients while retaining the commissions paid to you by the lender. You will receive lender guideline manuals prepared by the funding sources you are approved to do business with. These manuals outline lender criteria, documentation requirements, commission structures, forms, applications and other information to help you properly prepare and submit transactions. The lenders provide guidelines and resources to help you understand the types of transactions they are looking to fund and how to work with them effectively. Targeting is key, and each lender provides guidance to help you focus your marketing efforts on the types of transactions that fit its lending criteria.

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Applications and Forms

We provide you with a thumb drive that will include all of the forms and applications needed. You will have all the forms needed to communicate between your customers and lenders. The forms are all customizable, allowing you to easily add your logo and personal contact information, making you look well-established and highly professional.

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Marketing

Marketing is one of the most important factors in any business. No matter how good your product is, you must fully understand how to get the word out and who to direct the message to. Critical to understanding this subject is the reality that the marketing landscape is changing every week. Technology has forced us all to become "learning addicts" and when you are building a new business you hardly have time for that. We make the effort for you and are constantly evolving our marketing programs to suit the latest capabilities. Some companies claim to have "proprietary marketing techniques". In today's rapidly evolving internet scene, that's like nailing your shoes to the ground. Some of the topics that we cover in marketing are internet marketing, social media marketing, direct mail, free marketing, email marketing, SEO marketing, vendor marketing, pay-per-click marketing, vendor marketing, industry-based targeting, loan size targeting,  publication marketing, indirect marketing, niche marketing, customer profiling, email campaigns and many more. We will teach you how to target your clients and find businesses that need your services.

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Professionally Designed Website & Logo

Knowing the “ins and outs” of the internet would be far less useful without a website that reflects your professionalism. Your website serves as the online showroom for your home-based business. We build a website professionally designed by our team of internet specialists. The website will include a custom company logo, your company’s information and the financial solutions you offer, and will be hosted free for 90 days. Your completed website will be launched and presented to you on the final day of training.

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Your website will give your new company a professional online presence from the start. This is important since much of your business may be conducted over the phone, and a professional website can help establish credibility with prospective clients. Clients will be able to contact you directly and apply online for their financing needs. We will teach you how to market your site, build traffic and generate leads using effective online marketing and search techniques. Your website is designed to complement the professionalism of your company and help build confidence with the clients and companies you work with.

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Business Identity 

We provide you with personalized business cards and a custom QR code to help you present a professional image from day one. These materials give you professional tools to use when introducing your business and connecting with prospective clients.

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1,000 Leads

We will provide you with your first 1,000 starter leads from a lead procurement and list management company. You will be able to access detailed business information designed to help you identify and reach prospective clients as you begin marketing your business. This service gives you tools to organize and target your outreach based on the types of businesses and financing opportunities you choose to pursue.

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Social Media Marketing and Management

Having a presence on social media is an important part of building your business in today's digital environment. Since not everyone has the time or experience to manage social media, we set up your Facebook and LinkedIn company pages. Once set up, we will create and publish posts for you to help establish your social media presence, increase brand visibility and support your overall digital marketing efforts.

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Mentorship Program

Our Mentorship Program offers ongoing 1:1 support. Though you WILL want to establish strong relationships with your lenders, we will be there to hold your hand when you need guidance. The person who trains you will transition from trainer to personal mentor. Support includes continuing education, transaction review, roleplaying and personalized guidance. Reaching your mentor is simple—all you need to do is pick up the phone and reach out. Whether you work directly with your lender or lean on us for guidance, our team will be there to support you as you build your business.

Ongoing Education

In addition to the Mentorship program, we provide ongoing education including newsletters, webinars, marketing tips, and more. We will update you on any new programs or changes that are going on in the industry. You will always be kept up to date, keeping your finger on the pulse as to what is going on in the finance industry.

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Step-By-Step Agenda

We realize that getting off to a structured start in this business is important. When you leave the training, you will have a step-by-step plan of action to follow. From day one through the first six months, the plan provides guidance for your daily activities and helps you stay focused on implementing your business one step at a time.

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We would be glad to go over all of the program details in great depth and answer all of your questions. If you are ready to take the next step, take a look at the  training schedule  and see which class works best.

Or click below to get in touch with us!