CEG United LLC
HomeApplication
HomeApplication
  1. 👨‍đŸ’ŧ Broker
  • 👋 Welcome
  • 📝 Registration
    • 🙋đŸģ‍♂ī¸ Self Registration Process
    • 👨đŸģ‍đŸ’ģ Admin-Assisted Registration Guide
    • 👨‍đŸ’ŧ Broker-Assisted Registration Guide
  • 🙋đŸģ‍♂ī¸ Client
    • 🏠 Home
    • 💰 My Funding
    • đŸ’ŧ My Business
    • Šī¸ My Credit
    • 📝 My Documents
    • 📞 Contact Us
  • 👨đŸģ‍đŸ’ģ Admin
    • 🏠 Home
  • 👨‍đŸ’ŧ Broker
    • 🏠 Home
    • 🙋đŸģ‍♂ī¸ My Clients
    • 💰 Client Funding Products
    • 📞 Contact Us
HomeApplication
HomeApplication
  1. 👨‍đŸ’ŧ Broker

💰 Client Funding Products

Overview#

Your Client Funding Products page provides a comprehensive catalog of all available funding options you can recommend to your clients. Browse products, view detailed terms, compare offerings, and help clients find the best financing solutions for their needs.

What You'll See#

Product Catalog#

Complete listing of all funding products
Product categories and types
Funding amount ranges
Interest rates and terms
Eligibility requirements
Product availability status
Featured or promoted products

Product Cards#

Each product displays:
Product name and description
Funding amount range (minimum to maximum)
Interest rate or APR
Repayment terms (length and frequency)
Approval timeframe
Key features and benefits
Eligibility criteria summary
Commission rate for brokers

Product Categories#

Business Loans - Traditional business financing
Lines of Credit - Revolving credit facilities
Equipment Financing - Funding for equipment purchases
Invoice Factoring - Cash advances on outstanding invoices
Merchant Cash Advances - Revenue-based financing
SBA Loans - Small Business Administration loans
Personal Loans - Individual financing options
Specialty Products - Niche financing solutions

Visual Features#

Product Cards: Clean, organized product presentations
Comparison View: Side-by-side product comparison
Filter Panel: Intuitive filtering for product discovery
Product Badges: Highlights for new, popular, or featured products
Rate Displays: Clear presentation of rates and terms
Eligibility Icons: Visual indicators for requirements
Commission Highlights: Broker earning potential per product

Search and Filter#

Search Functionality#

Search by product name
Search by product type
Search by keywords or features
Quick search for specific criteria

Filter Options#

Filter products by:
Funding Amount: Set minimum and maximum ranges
Product Type: Select specific categories
Interest Rate: Filter by rate ranges
Repayment Terms: Choose term lengths (months/years)
Approval Time: Filter by speed of approval
Credit Requirements: Minimum credit score needed
Business Requirements: Years in business, revenue minimums
Collateral: Secured vs. unsecured products
Industry: Industry-specific products
Commission Rate: Sort by broker earning potential

Sort Options#

Organize products by:
Funding amount (highest to lowest or vice versa)
Interest rate (lowest to highest or vice versa)
Repayment term (shortest to longest)
Commission rate (highest earning first)
Popularity (most recommended)
Newest products first
Alphabetical order

Product Details#

Click on any product to view comprehensive information:

Overview#

Full product description
Key selling points
Ideal client profile
Use cases and examples
Product advantages

Terms and Conditions#

Funding amount range
Interest rate or APR structure
Origination fees
Prepayment penalties (if any)
Late payment fees
Repayment schedule options
Term length options

Eligibility Requirements#

Minimum credit score
Years in business required
Minimum annual revenue
Industry restrictions
Geographic availability
Citizenship requirements
Business structure requirements (LLC, Corp, etc.)
Documentation needed

Application Process#

Steps to apply
Required documents
Average approval timeframe
Funding disbursement timeline
Application submission method
Additional verification steps

Commission Structure#

Broker commission rate
Commission payment terms
Bonus opportunities
Tiered commission structure
Payment schedule
Commission calculation method

Supporting Materials#

Product brochures
Client presentation materials
FAQ documents
Marketing materials
Case studies
Testimonials

Product Comparison#

Compare multiple products side-by-side:
Select 2-4 products to compare
View key features in parallel columns
Compare rates, terms, and requirements
Highlight differences and similarities
Export comparison chart
Share comparison with clients
Comparison includes:
Funding amount ranges
Interest rates
Repayment terms
Eligibility requirements
Fees and charges
Approval timeframes
Commission rates
Key features

Recommending Products#

Match Products to Clients#

Review client financial profile
Assess client funding needs
Check eligibility requirements
Compare multiple options
Consider client goals and timeline
Evaluate total cost of financing
Calculate potential ROI for client

Share with Clients#

Send product information via message
Provide product comparison
Explain terms and conditions
Guide through application process
Answer client questions
Set realistic expectations

Track Recommendations#

View recommendation history
Monitor client interest
Track application submissions
Review approval/rejection outcomes
Analyze conversion rates
Optimize future recommendations

Product Status#

Active Products#

Products currently available for new applications:
Open for all qualified applicants
Standard processing and approval
Full commission structure applies

Limited Products#

Products with restrictions or special conditions:
Temporarily restricted availability
Special eligibility criteria
Limited-time promotions
Seasonal offerings

Inactive Products#

Products not currently accepting applications:
Temporarily unavailable
Undergoing updates or changes
Replaced by newer products
Discontinued offerings

Commission Information#

Understanding Your Earnings#

Commission rates vary by product
Commissions paid on approved and funded applications
Payment timeline (typically 30-60 days after funding)
Tiered structures for high-volume brokers
Bonus opportunities for premium products
Special promotions with enhanced commissions

Tracking Commissions#

View estimated commission per product
Calculate potential earnings
Track commission payments
Review commission history
Monitor performance incentives
Access commission statements

Product Updates#

Stay informed about changes:
New product launches
Rate or term changes
Updated eligibility requirements
Promotional offerings
Product discontinuations
Policy updates

Marketing Materials#

Access resources to promote products:
Product brochures and flyers
Digital marketing assets
Email templates
Social media content
Client presentation decks
Video explanations
Infographics

Client Application Assistance#

Help clients apply:
Guide through product selection
Explain application requirements
Assist with document gathering
Review application for completeness
Submit application on behalf of client
Track application status
Communicate with underwriting team

Best Practices#

Product Knowledge#

Familiarize yourself with all products
Understand terms and conditions
Stay updated on changes
Know eligibility requirements
Learn about application processes
Understand commission structures

Client Matching#

Assess client needs thoroughly
Match products to client profile
Consider multiple options
Explain pros and cons honestly
Set realistic expectations
Provide complete information

Effective Recommendations#

Prioritize client's best interest
Consider total cost, not just rate
Evaluate repayment feasibility
Discuss alternative options
Document recommendations
Follow up on outcomes

Professional Standards#

Provide accurate information
Disclose commission relationships
Maintain transparency
Avoid pressure tactics
Respect client decisions
Follow regulatory requirements

Educational Resources#

Learn more about products:
Product training modules
Webinars and workshops
Documentation and guides
FAQ resources
Industry insights
Market trends

Product Support#

Get help with products:
Contact product specialists
Ask technical questions
Request marketing materials
Report product issues
Suggest product improvements
Request custom solutions

Access Requirements#

Must be logged in with broker credentials
Active broker account required
Broker agreement acceptance
Compliance training completion
License verification (if applicable)

Mobile Access#

Browse products on any device:
Desktop: Full catalog with all features
Tablet: Optimized product browsing
Mobile: Essential product information and search

Compliance and Regulations#

Important reminders:
Follow all disclosure requirements
Comply with lending regulations
Maintain accurate records
Protect client information
Adhere to fair lending practices
Complete required training

Product Availability#

Products may vary by:
Geographic location (state-specific regulations)
Client citizenship status
Business structure and industry
Credit profile and financial history
Funding amount requested

Important Notes#

Product terms subject to change
Final approval by underwriting team
Commission rates confirmed at application approval
All information provided is current at time of viewing
Client eligibility determined by lender underwriting
Not all clients will qualify for all products
Multiple applications may be submitted
Product catalog updates regularly
Modified at 2026-01-15 17:47:00
Previous
🙋đŸģ‍♂ī¸ My Clients
Next
📞 Contact Us
Built with