LET’S TALK ABOUT

STANDARDS & EXPECTATIONS

DEAL STANDARDS

Every deal submitted must include:

Completed intake form

Completed 1003 application

Defined exit strategy

Clear borrower profile

ARV / DSCR analysis

Required lender documentation

Half-baked files do not get sent to lenders.

COMMUNICATION STANDARDS

Professional response times

CRM updates on active files

Clear borrower expectations

Escalate issues early

Professionalism always when networking

BRAND REPRESENTATION

You are not only representing Abundant Path Capital. You are representing the founders behind it - Brian Sapp & Jena Golden.

Reputation is EVERYTHING in this industry. Once trust is broken, it is very hard to rebuild.

Please remember that your behavior in public not only affects you & your family, but it also affects ours.

Approved messaging only

No rate promises without pricing confirmation

Protect lender & client relationships

No circumvention of lenders or company leads

Professionalism always when networking - yes, we know we said it twice 😉

Tech set up . . .

This will be a process, but one that’s totally worth going through.

You’ll be out there bringing in deals before you know it!