How to Identify a Fundable Deal: A Beginner’s Course from Netrix Capital

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About Course

How to Identify a Fundable Deal is a beginner-friendly course that pulls back the curtain on how lenders actually evaluate business and real estate funding requests. In plain English, no jargon, no prior experience required! 

You’ll learn what separates a deal that gets funded from one that gets denied, and how to recognize the difference before time and money are wasted.

In about 30 to 45 minutes, you’ll walk through five focused modules covering the fundamentals of business funding and commercial real estate financing, the most common deal types Netrix Capital sees every day, the red flags that kill deals at underwriting, and the simple steps to prepare a stronger, cleaner submission.

By the end, you’ll be able to look at an opportunity and quickly tell whether it has a real shot at funding  or whether it needs work before it gets in front of a lender. This course is built for Netrix Referral Agents and Processors, business funding clients, and anyone new to commercial real estate or business finance who wants a clear, practical foundation they can actually use.

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What Will You Learn?

  • You now have a working understanding of:
  • - How lenders make funding decisions
  • - The major types of real estate and business loans
  • - The most common reasons deals get denied

Course Content

Advance Concepts

Basic Concepts

Welcome
If you've ever wondered why some loan requests get approved and others get denied, this course is for you. Over the next 30-45 minutes, you'll learn how lenders think, what a "fundable deal" actually looks like, and how to spot the opportunities that have a real shot at funding, before anyone wastes time submitting them. Who this course is for: - Netrix Referral Agents and Processors - Business funding clients exploring their options - Anyone new to commercial real estate or business funding What you need to know going in: Nothing. We start from the ground up. No experience required.

Module 1 – Understanding the Basics of Funding

Module 2 – Real Estate Deal Basics
Real estate is one of the biggest categories Netrix works with. Here are the deal types you'll see most often.

Module 3 – Business Funding Basics
When a deal isn't about real estate, it's usually about funding a business operation. Here are the most common types.

Module 4 – Common Reasons Deals Get Denied
Most denials come down to a handful of issues. Learn to spot these early, it'll save you and your clients a lot of time.

Module 5 – Preparing a Deal for Submission
A well-prepared deal closes faster, gets better terms, and looks more credible. Here's how to set yours up for success.

Resources