FUNDING BROKER OPPORTUNITY

Work With Me

Interested in learning more about becoming a funding broker? Start by sharing your contact information. You'll then see an introductory video explaining the opportunity and the next steps.

David W. Robertson — 11 Steps to Build a Brand, free PDF guide

I'm Building a Team of Funding Brokers

I'm currently looking to work directly with a select group of individuals interested in building a part-time or full-time business helping business owners access capital.

The concept is simple: We source. We refer. We earn.

Businesses need capital to start, operate, and grow. Whether it's a small business line of credit, working capital, equipment financing, or a larger SBA loan, our role is to connect business owners with funding professionals who can help them explore their options.

I'm not just looking to recruit brokers. I want to personally help people establish their professional brand, develop their sales and relationship-building skills, learn effective marketing strategies, and grow their own funding referral business.

You don't have to be an experienced lender or underwriter. The funding professionals handle the financing process. We focus on building relationships and making valuable connections.

Whether you're looking to supplement your current income or develop something full-time, I'd love to explore whether we're a good fit to work together.

Want to watch the Funding Broker Introduction? Complete the short Work With Me form first. After you submit it, you’ll be directed to the introduction video to learn more.

Complete the Form to Watch the Introduction ↓

Start Here

Tell me a little about yourself to get started. After submitting your information, you’ll be guided to the Funding Broker introduction.

Step 1: Your information   →   Step 2: Watch the introduction   →   Step 3: Book a Senior Broker interview