Funding Agent Application
Please complete the form in full to watch video presentation that you will be redirected to after your submission. If we determine that you may be a good fit, we will contact you within 24 hours to schedule a Zoom interview.
Email
example@example.com
Phone Number
-
Area Code
Phone Number
Name
First Name
Last Name
Who referred you or how did you find out about us?
Do you see yourself as someone who can build a network of agency business owners and referral partners?
Yes, I already have a network
Somewhat, but I need help
Not really, but I’m willing to try
No, I prefer working alone
Are you comfortable earning commissions from both direct deals and a team of referral agents?
Yes, I love the idea of leveraged income
I like it, but I need more guidance
I prefer earning only on my own deals
No, I don’t like team-based models
How do you feel about building a long-term, passive income stream instead of just making quick one-time commissions?
I love the idea of long-term, passive income
I like it, but I also need short-term income
I’d rather focus on quick deals
I don’t have the patience for long-term strategies
Do you have any experience in sales, finance, or working with small business owners?
Yes, I have strong experience in one or more areas
Some experience, but not a lot
No experience, but I’m eager to learn
No experience, and I’m unsure if this is for me
Are you familiar with business funding options (loans, lines of credit, merchant cash advances, etc.)?
Yes, I understand different financing options
Somewhat—I know the basics
Not very—I need training
No experience, but I’m open to learning
Have you ever referred someone to a business service or received a referral fee before?
Yes, I’ve earned commissions before
No, but I’ve recommended services informally
No, I have no experience with referrals
Do you have the ability to invest in marketing or tools to grow your funding business?
Yes, I’m ready to invest in my business
I have a small budget but can start lean
I don’t have much money to invest upfront
No, I expect to build without any investment
How comfortable are you discussing money and financial solutions with business owners?
Very comfortable—I can explain financial options well
Somewhat comfortable—I know it’s important
Not very comfortable—I struggle with financial conversations
Uncomfortable—I avoid talking about money
How confident are you with using online technology?
Very confident—I can handle using online technology
Somewhat confident—I need practice and training
Not confident—I would need a lot of support
How well do you handle rejection in sales?
Very well—I know it’s part of the process
Somewhat well—I can handle it but don’t enjoy it
Not well—I take rejection personally
Not at all—I avoid rejection whenever possible
Are you disciplined in working independently without supervision?
Very disciplined—I manage my time well
Somewhat—I stay on task but need motivation
Not very—I struggle without oversight
Not at all—I need someone to push me
Are you open to ongoing learning and training to improve your skills?
Absolutely—I love learning and growing
Yes, but I prefer to learn at my own pace
Not really—I don’t want to spend too much time on training
Type option 4
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