Basic Startup Tools
Boot Camp

Quick Start: Essential Tools You Will Need From Day One

If you’re looking to operate as a very part-time “referrer” in the factoring industry, you can get by with very minimal tools,or in some cases, none at all. A phone and an email address might […]

A factoring broker marketing on the web
Boot Camp

Quick Start: Setting Up an Essential Financial Business Website

One of the more critical components of setting up your business as a consultant in the alternative commercial finance industry is establishing a solid online business presence; it is paramount to your success. In today’s […]

CRM Necessity
Boot Camp

Quick Start: Your Need for a High-Qualify CRM for Business Management

For those “part-timers” focused on factoring as only an occasional home business, it’s easy to get by without investing in sophisticated tools. A few leads here, a few follow-ups there—many referrers manage just fine with […]

Business Cards and Networking Tools for Factoring Brokers
Boot Camp

Quick Start: Ordering Your Business Cards, Phone Lines, and Email Addresses

As a new factoring broker, having a ready supply of professional business cards is a must. Whether you’re attending face-to-face networking events, business lead gatherings, or simply meeting potential clients, your business card is often […]