Here's what you get:

  • How Banks Rank Clients– Understand the internal scoring banks use to decide approvals and limits.

  • Hidden Banking Relationships That Matter – Learn which overlooked accounts and past activity could impact funding decisions.

  • The ‘Loyalty Factor’ & How to Use It– Discover why banks reward certain customers and how to position your client for bigger approvals.

  • The Red Flags That Get Clients Denied– Avoid the common mistakes that trigger unnecessary denials and lower limits.

  • How to Strategically Build Bank Relationships– A step-by-step process to help your clients strengthen their financial profile for higher approvals and better funding offers.

Learn how to structure your business for maximum credibility and funding success—

for only $27

© 2024, by Excellence LLC