Most sales teams pitch. Ours learn to underwrite first.
💥💥💥 When we train new hires, we make ’em play underwriter. Fun exercise and amazing for training!
Real file: 5 years in biz, 750 credit, $300K monthly revenue, $10K average daily bank balances.
Would you approve it? How much? What rate? Term ?
It clicks fast, high revenue doesn’t mean automatic yes approved, if the bank balances or revenue stream is weak / volatile.
Or if credit’s weak. Every Datapoint can change the game entirely.
We do our very best to educate our clients as well, so they understand everything at underwriters are looking at when it comes to financing a business.
There’s always a home for most deals, but you gotta know where you stand, A paper, B paper, C paper. It matters when you're trying to secure the lowest interest rates.
BORROW | BUILD | BELIEVE
Видео Most sales teams pitch. Ours learn to underwrite first. канала QualiFi, LLC
Real file: 5 years in biz, 750 credit, $300K monthly revenue, $10K average daily bank balances.
Would you approve it? How much? What rate? Term ?
It clicks fast, high revenue doesn’t mean automatic yes approved, if the bank balances or revenue stream is weak / volatile.
Or if credit’s weak. Every Datapoint can change the game entirely.
We do our very best to educate our clients as well, so they understand everything at underwriters are looking at when it comes to financing a business.
There’s always a home for most deals, but you gotta know where you stand, A paper, B paper, C paper. It matters when you're trying to secure the lowest interest rates.
BORROW | BUILD | BELIEVE
Видео Most sales teams pitch. Ours learn to underwrite first. канала QualiFi, LLC
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14 июля 2025 г. 23:36:32
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