Funding Agent Launch – Training Hub

1-800-BIZ-FUNDS • DAVID ALLEN CAPITAL • BANK BREEZY

Welcome to the DAC BizFunders Team

Your official training hub to activate, train, and succeed as a DAC Funding Agent.

Bookmark this page. This is your home base for live sessions and training replays.

➡️ JOIN WEDNESDAY TRAINING SESSION

Click this button at our scheduled training times to join the live Zoom room.

New Agent? Start Here First 👇(Trainings below are pending.)

Watch this orientation training to understand how our system works and how to get your first win as a Funding Agent.

▶ Watch New Agent Orientation

Latest Training Replays

Missed a live session? Catch up with the most recent replays below.

Replay • 01/10/2026

How to Invite Small Business Owners to a Funding Call (Without Feeling Salesy)

Simple invitation scripts and real examples you can start using today.

▶ Watch Replay

Replay • 01/03/2026

90-Day Funding Agent Cashflow Challenge Kickoff

Overview of the challenge, weekly activity targets, and how to track your numbers.

▶ Watch Replay

Replay • 12/27/2025

Using Jotform & Google Sheets to Track Your Pipeline

Step-by-step walkthrough of the basic tracking setup for new Funding Agents.

▶ Watch Replay

The Simple 12-Lessons Track to Becoming a Successful Funding Agent

Missed One of the 10 Trainings? Catch Up Right Here.

Downloadable Docs

Hot Prospect List

Click the icon above to download your Small Biz Prospect List so you can start tracking your hottest leads today.

Top Biz Funding List

Click the icon above to download the Top Businesses for Funding List so you know exactly which industries get approved fastest.

Cash Flow Statement

Click the icon above to download your Cash Flow Statement so you can calculate exactly how much monthly funding cash flow you need over your monthly expenses to stop trading time for money.

Bizfunder Pledge

Click the icon above to download your Bizfunder Pledge and commit to the mindset, discipline, and standards required to become a true Bizfunder.

Click the icon above to download your Funding Agent Tools Checklist so you can stay organized, stay consistent, and stay focused on the daily activities that create cash flow and move you closer to financial freedom.

Click the icon above to download your Funding Pre-Qualification Questionnaire to quickly uncover a business owner’s real needs, confirm basic eligibility, and guide the conversation so you can smoothly hand them off to the funding team with confidence and clarity.