Affiliate Processor Training
Level Up Your Earnings with Hands-On Support
DSCR Flow Affiliate Training - Advanced Module
The Processor Opportunity
Provide more value. Double your earnings.
Basic Affiliate
Share your link
50 bps
Affiliate Processor
Collect docs, upload, support
100 bps
On a $300,000 loan: $1,500 → $3,000
The DSCR Loan Process
Understanding the full process helps you manage client expectations. Your role is critical in the early steps.
2
Doc Collection
YOUR ROLE
Your Document Checklist
Your main role is to collect and upload documents. Here are the key categories:
LLC Documents
- Articles of Organization
- Operating Agreement
- EIN Letter from IRS
Property Documents
- Purchase Contract
- Lease Agreement (if rented)
- Property Insurance Quote
Borrower Documents
- Driver's License
- Bank Statements (2 months)
- Credit Authorization
Financial Documents
- Proof of Funds (down payment)
- Real Estate Schedule
- Gift Letter (if applicable)
Using the Document Portal
Uploading documents correctly is crucial for a fast closing:
1
Log into Your Affiliate Portal
Navigate to the borrower's file from your dashboard
2
Select the Correct Document Category
Choose from the dropdown: LLC Docs, Property Docs, etc.
3
Upload Clear, Legible Documents
Scans are better than photos. Ensure all pages are included.
4
Monitor for Updates
Check the portal regularly for requests from underwriting
Best Practices for Success
Follow these tips to ensure smooth closings and happy clients:
Communicate Clearly
Set expectations with your client about what documents are needed and when.
Quality Control
Review all documents before uploading. Are they clear? Complete? Correct?
Categorize Correctly
Double-check that you're uploading each document to the correct category.
Stay Responsive
Check the portal daily. Quick response to conditions = faster closing.
Become a Power Partner
By becoming an Affiliate Processor, you're taking control of your referral pipeline. You provide higher value, help deals close faster, and double your commission on every deal.
Processor Benefits:
- Double commission: 100 bps vs 50 bps
- Faster closings through proactive doc collection
- Stronger client relationships
- More control over your pipeline