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ISO Broker Training

Helping Main Street Reach Wall Street

6 Lessons

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In this foundational training module, new brokers will discover that the primary cause of business failure is not a lack of effort or intelligence, but a lack of access to capital. The video introduces the "Business Credit Builder" program as the solution to this systemic problem. The core takeaway for a broker in training is that they are not merely selling loans or credit repair; they are selling survival, scalability, and "optionality." The module shifts the paradigm from using personal credit—which creates liability and limits growth—to building a robust corporate credit profile based on the business’s EIN. This distinction is the "Greatest Equalizer" that allows everyday entrepreneurs to compete, survive downturns, and scale like major corporations.

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While Module 1.1 sold the vision of business credit, Module 1.2 establishes the rules of engagement. This training creates a "Compliance and Expectation Framework" for brokers. The new broker will discover that the Business Credit Builder is not a magic wand for "free money," but a disciplined system rooted in institutional standards. The primary takeaway is the distinction between "Done-For-You" (which this is not) and "Done-With-You" (which this is). The broker's success—and the client's funding—depends entirely on setting honest expectations up front: the system provides the roadmap and the experts, but the client must drive the car.

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This module confronts the primary cause of business mortality: Undercapitalization. The new broker will discover that most businesses don't fail because of bad ideas; they fail because they hit a "Capital Wall" and run out of runway. The training shifts the broker's focus from "selling money" to "fixing unbankability." It introduces the technical reality of the Risk Algorithm—how lenders view businesses without data—and presents the Spartan Tech Stack as the institutional solution that transforms an "invisible" business into a credible, fundable entity.

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This module marks the shift from education to execution. The new broker will discover that knowledge of the product is useless without the authority to guide the client to a decision. The training draws a sharp line between "Selling" (talking features/hoping for a reaction) and "Closing" (guiding decisions with certainty). It also introduces a strict Accountability Standard: brokers are expected to own the entire sales cycle. If they rely on corporate to close the deal for them, they forfeit their commission.

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In this module, the new broker receives the blueprint for their earning potential. Having established the "Authority Mindset" in Module 1.4, this training details the financial reward for executing that authority. The broker will discover that the Spartan Compensation Structure is designed for High Performance and Speed. The core takeaway is that this is not "passive income"—it is "High-Leverage Income." The broker sells access; the corporate team handles fulfillment (underwriting, servicing, advisory). This allows the broker to focus 100% of their energy on revenue generation without being bogged down by operational tasks.

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This final training module shifts from theory to tactical execution. The new broker will discover that their primary role is not to be a "salesman" in the traditional sense, but to be a connector and a consultant. The video emphasizes that brokers are "paid to be social." The takeaway is that the market for this product is massive and underserved. Success is a simple numbers game: More Conversations = More Commissions. The module provides a blueprint for mining "Centers of Influence" (CPAs, Realtors) and using the Broker Dashboard to sound like a veteran from Day 1.

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Let's Talk Business Credit - The Secret Sauce

3 Lessons

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The video provides a comprehensive overview of Business Credit, defining it as credit obtained in a business's name that is linked specifically to its Employer Identification Number (EIN) rather than the owner's Social Security Number (SSN). The speaker emphasizes that this financial structure allows a business to build its own credit profile and score based on its ability to pay, rather than the personal creditworthiness of the owner. This separation is critical for protecting personal assets and is described as a "rite of passage" for growing a highly successful company. From retail giants like Walmart to small startups, business credit is presented as a fundamental tool for managing cash flow, securing inventory, and obtaining high-limit loans without personal liability.

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The video outlines the three distinct types of credit available to business owners: Consumer Credit (linked to SSN), Bank Credit (internal bank scores), and Business Credit (linked to EIN). The presentation details a step-by-step "formula" for building a business credit profile from scratch. It emphasizes passing a "Credibility Test" by ensuring the business has a professional foundation (proper address, phone, 411 listing) before applying. The core strategy involves progressing through three tiers of credit—starting with vendor accounts, moving to revolving store credit, and finally obtaining high-limit cash credit cards—all without using a personal Social Security Number or personal guarantee.

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This video provides a comprehensive list of reasons why every successful business must establish its own credit profile. It contrasts the risks of relying solely on personal credit (liability, utilization damage) with the security and growth potential offered by business credit.

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How We Get Your Clients There -- And, Virtual Tour

4 Lessons

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This video provides a step-by-step walkthrough of how a business credit report evolves from a "failing" status to a highly fundable profile. It utilizes real-world examples of credit reports (specifically Experian Intelliscore data) to visually demonstrate how specific actions—such as opening vendor accounts—directly impact a business's risk score and credit limit recommendation. For a new broker in training, this video demystifies the algorithm behind business credit. It proves that a strong credit profile is not built merely by "time in business," but is intentionally crafted through the strategic addition of trade lines.

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Important Context: The attached video is a virtual tour / client experience video. It demonstrates exactly what your clients will see and experience when they log into the Business Finance Suite. As a broker, your takeaway should be understanding the step-by-step journey your client takes to build credit and secure funding.

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This module introduces the "Finance My Business" section of the Finance Suite, arguably the most critical component of the platform for client retention and success. New brokers will discover how this all-in-one ecosystem allows business owners to secure capital without ever needing to look elsewhere. The video demonstrates how the suite aggregates thousands of legitimate lenders and financing programs into a single interface, streamlining what is traditionally a fragmented and difficult process.

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This bonus training module introduces you to a high-impact financing tool available within our system: the Credit Line Hybrid Program. You will discover how to secure immediate funding wins for your clients—potentially up to $150,000 in revolving business credit cards—without the need for tax returns or financial statements. This program is specifically designed to bypass traditional funding delays, allowing qualified clients (even startups) to access capital as early as their first day in the Business Credit & Advisory Suite. It serves as a powerful illustration of our system's capabilities, helping you demonstrate immediate value by leveraging a client's personal credit strength to fuel their business growth.

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About the teacher

Mark R. Moore

Mr. Moore is a versatile, focused, and resourceful direct sales, marketing, and creative consultant with over 30 years of experience in business development, leadership, and management positions.Core expertise includes: High-level corporate enlistment for major projects, business funding, real estate financing, venture capital raising, hedge fund marketing, corporate structuring and re-structuring, general business development, public relations, and marketing management. Mr. Moore has access to numerous resources and talents across a range of high net-worth individuals, family offices, real estate developers, and companies. He leverages these resources to facilitate dynamic results in enterprise environments. He has raised capital, developed private placement memorandums, and expanded the visibility of institutions to strengthen their capabilities and performance.

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