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Welcome to the exclusive Affiliate PREMIER Portal which gives you access to direct funding submissions, addtional promotional and marketing material and the ability to maximize your earning potential as an affiliate partner.

Pre-Qualification Documents

Advanced Funding Program Cheat Sheet Download

Pre-Qualification Worksheet Download

Direct Funding Financing Applications

Note: As a PREMIER Affiliate, you can submit direct funding deals for clients who have not yet purchased the Finance Suite. Simply have your client fill out the Funding Application and gather the necessary Deal Submission Requirements listed on the 2nd page of the application. , and watch this video link to submit your customer for direct funding, Written instructions are also included on this page in the right column.

Basic Application Download

SECC Business Term Loan App Download

UFS (Business Credit Card) Application Download
Business Revenue Lending Application Download
Accounts Receiveables Application Download
Equipment Financing List Download
BCSP Agreement (Client) Download
BCSP Agreement (Affiliate) Download
UCLP Agreement (Client) Download
UCLP Agreement (Affiliate) Download
UCLP Program Overview & Scripts Download
Residential Loan Application (1003) Download

Business Funding Handouts/ Flyers

Financing for Your Business Download

401K Financing Download

Accounts Receivable Financing Download

Business Credit Starter Program Download

Business Revenue Lending Download

Commercial RE Financing Download

Commercial Signage Financing Download

Equipment Financing Download

House Reseller Funding Download

Inventory Financing Download

Merchant Credit Financing Download

Private Equity Financing Download

Purchase Order Financing Download

Secured SBA Loans Download

Securities Based LOC Download

Unsecured Business Credit Cards Download

Unsecured Business LOC Download

Unsecured Capital Loan Program Download

Vehicle Wrap Financing Download

Marketing Videos

401K Financing Watch Video
Accounts Receivable Financing Watch Video

Business Revenue Lending Watch Video

Commercial Signage Watch Video

Merchant Account Financing Watch Video

SBA Loans Watch Video

File Storage

CR Storage

Email Autoresponder Series Download
Initial Sales Script Download
Post Closing Script Download

Accelerated Plus - Client Download
Accelerated - Client Download
Accelerated - Affiliate Download

Accelerated & UCLP (Client) Download

Accelerated & UCLP (Affiliate) Download
Accelerated Client Flyer (PDF) Download

Accelerated Client Flyer (JPG) Download

ACRP Aff Online (PTP & Notary) Download
ACRP Client Online (PTP & Notary) Download

Credit Restoration Pricing (MBCC) Download

Credit Restoration Pricing (HFS) Download

CE Storage

Primary Trade (Carmel Financial) Download

Credit Enhancement Price List Download

BCF Storage

Thomas Chu App

Pre-Qual PowerPoint Download

VCLP Application (Fillable PDF) Download

VCLP Loan Calculator (Excel ) Download

UPF 1026CG App (Fillable PDF) Download

Funding Strategy Partners - D. Page Download

BCSP App (Client Download

UCLP Funding R&A (Client) Download

UCLP Funding R&A (Affiliate) Download
UCLP Funding TFG (Client) Download

UCLP Funding TFG (Affiliate) Download

Funding Program Cheat Sheet Download

FS - Storage

5 Steps to Licensing doc Download

The Banking Effect (E-Book) Download
The Simple Banking System (MiniBook) Download
The Simple Banking System (AudioBook) Download

What Wealthy Families Know - PAC Download
Key Person - Business Owners - PAC Download
Buy-Sell Agreements - PAC Download

Archives

Fields of Expertise:

Focusing on Business Development in the following areas: