Have clients with financing needs?
Discuss the request and the support needed.
A clear starting point for the business owner.
Start with what the financing needs to accomplish. Relevant details include the purpose, amount, timing, location, and business information.
The borrower intake below is for the business owner to complete. Share the page with your client; it is not a partner application.
View borrower intakeOpens The Funded Business Method borrower form.
Review the route and support needed.
Where suitable, we connect with funding and fulfillment support using appropriate permissions.
Initial review is not approval. Approval, terms, timing, and amounts are not guaranteed.
Give organic prospecting and follow-up a clear routine.
If finding the next conversation feels unpredictable, start by connecting the daily work: positioning, content pillars, relevant prospecting, conversations and follow-up.
The Killa Whale Method Business OS is built around the business-funding broker’s workflow. Keep track of who you spoke with, what they actually need and the agreed next step. Review real responses before deciding what to repeat or change.
Skool supports education, nurturing and delivery as the community grows. These are operating practices, not a claim that every tool is automatically integrated or that AI will generate clients for you.
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No guaranteed leads, sales, commissions or funding outcomes.