Partner Training Center

Everything you need to close your first deal

Three short video modules that go from "how do I spot a potential client" to "I made the intro and got paid." Total watch time: 30 minutes.

30 min total|3 modules|Free for all partners

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1
10 min

How to Spot a Client Who Needs Funding

Not every client will tell you they have a cash flow problem. This module walks through the four signals that appear in normal client conversations — seasonal slowdowns, equipment that needs replacing, a lease renewal coming up, or payroll pressure heading into a big contract.

  • Mentions a slow season or upcoming gap
  • Equipment breaking down or reaching end of life
  • Expansion opportunity they can not move on
  • Payroll pressure ahead of a large contract

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2
8 min

How to Make the Introduction

The warmest referrals come from a single well-timed sentence. This module covers three proven warm intro templates — for email, text, and in-person — plus what to say, what to avoid saying, and how to hand off to the OPF team without making it awkward.

  • Warm intro templates (email, text, in-person)
  • What to say: credibility + next step
  • What NOT to say: rates, approval odds, timelines
  • How to hand off cleanly to your partner manager

Video coming soon

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3
12 min

Handling Common Questions

Your clients will ask questions before they agree to fill out a form. This module covers the five most common objections — with word-for-word responses you can use immediately. No sales pressure required; just honest, informed answers.

  • "Is this a loan?" — how to explain MCAs simply
  • "What's the interest rate?" — factor rate explained
  • "My credit is bad" — why revenue matters more
  • "How long does it take?" — set realistic expectations
  • "I don't want hard inquiry" — soft pull explained

Be notified when videos launch

Videos are in production. Apply as a partner and you will get access the moment they go live.

Let's fund more
deals together.

Join the partner program in 3 minutes. Start referring clients this week — no cost, no contract, no sales pressure.

One Park Financial partner program is operated by authorized independent partners. One Park Financial, LLC is not a lender. Funding products are offered by our network of funding partners. Partner compensation varies by deal size, program tier, and product type. Past performance is not indicative of future results. OPF does not fund in California or New York.