Netrix Capital Referral Agent Training Program

Categories: Netrix Training
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About Course

Welcome to the Netrix Capital Referral Agent Training Program. In this training, you’ll learn how to identify funding opportunities, qualify prospects, understand financing solutions, and confidently connect clients with the funding team. Designed for professionals networking with business owners, entrepreneurs, and investors, this program will help you build the skills and confidence needed to succeed as a referral agent in the funding industry.

Course Content

INTRODUCTION
Welcome to the Netrix Capital Referral Agent Training Program. In this training, you will learn how to identify funding opportunities, properly qualify prospects, understand common financing solutions, and professionally connect clients to the funding team. Whether you are networking with business owners, entrepreneurs, real estate investors, or commercial borrowers, learning how to recognize opportunity can become an extremely valuable skill. This training is designed to help you understand the role of a referral agent and how to confidently position yourself within the funding industry. Let’s begin.

MODULE 1 – ROLE OF A REFERRAL AGENT

MODULE 2 -WHO TO LOOK FOR

MODULE 3 – COMMON FUNDING PRODUCTS

MODULE 4 – QUALIFYING CLIENTS

MODULE 5 – WHAT MAKES A STRONG REFERRAL

MODULE 6 – COMPLIANCE & BOUNDARIES

MODULE 7 – COMMUNICATION & FOLLOW-UP