BF 4) Screening, Red Flags, and the Handoff

Categories: Netrix Training
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About Course

Length: 30 minutes across 2 lessons Outcome: Student can run a 5-question screen on any business funding inquiry, recognize the major red flags, and execute a clean handoff to Netrix.

Course Content

Screening, Red Flags, and the Handoff

  • Lesson 1: The 5-Question Screen and the Red Flags
  • Lesson 2: Documents and the Handoff