Course 4

Academy Technology and Productivity Classes

Introduction

Course 4 Introduction Video

Technology and Productivity Classes

Course 4 at IACFB is designed to equip brokers and finance consultants with the essential tools needed to build, manage, and scale their business effectively. In today’s competitive market, success in commercial finance requires more than just knowledge of funding products—it demands a strong online presence, efficient client management, and automation to maximize productivity. This course provides hands-on training in WordPress website creation, business blogging, CRM systems, professional email setup, and essential automation tools that every broker needs to operate as a true industry professional.

By mastering these productivity tools, brokers can establish credibility, streamline client interactions, and create automated workflows that save time and increase efficiency. Whether it’s setting up a high-converting website, integrating a CRM like Pipedrive to track leads, or using automation tools for follow-ups and scheduling, this course lays the foundation for long-term business success. With the right systems in place, brokers can focus on what truly matters—closing deals, building relationships, and growing their finance consulting practice.

WordPress and WordPress Functions

DataMax Factoring
Website Templates

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Website Options
for Members

Website options and member discounts for all types of member websites
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WordPress and the
WordPress Dashboard

Introduction to the WordPress Dashboard

Understanding the WordPress Dashboard

Learning how to navigate and use the dashboard
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Introduction to
WordPress Plugins

The worlds of WordPress plugins to enhance your productivity

The World of
WordPress Plugins

Essential plugins and more for your WordPess website
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WordPress
Blog SetUp

An absolutely critical task as you enter the industry

Setting Up Your
WordPress Blog

Successful content marketing go hand-in-hand
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Productivity Tools and Applications

Elementor and
Elementor Pro

Create. build. or modify your broker website

No Coding Required

The most popular and powerul editor for your WordPress website
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Adding Your Website
to the Directories

All IACFB subscribers can market through a listing

Setting Up Your
Broker Listing

How to list your website on
the lenders directories
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Affiliate Marketing
Tools and Plugins

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Affiliate Marketing
Tools

Tools to help you begin earning commissions from Affiliate Marketing
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Introduction to
Pipedrive CRM

Your essential tool for professional consultants

Youir Business Manager

Exceptional marketing and business management
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Adding Your Social
Media Icons

Adding social media icons with Elementor

Essential Social
media Icons

How to insert program, and activate social media icons
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Content Marketing
Programs & Apps.

Productivity tools for effective content marketing

Tools That Make
You a Pro

Professional content marketing for professionals
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Adding Specialty Website Pages

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Mail Chimp
Webmail Setup

Low cost and easy to master your webmail

Essential Tool for Professionals

One of the most popular email marketing programs
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Essential Plugins
for Productivity

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DataMax Websites: Set Up and Hosting Tools

DataMax Website Hosting & Dashboard

Your client dashboard at
www.dmswebhoast.com

Accessing Your Client Dashboard

How to access your client dashboard at DataMax
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Business Email Access and Setup

How to setup and access your business email

Business Email
and Access

Setting up your domain related email at Datamax
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Accessing Your
cPanel

How you access your cPanel management

Accessing Your CPanel at Datamax

How to access your powerful cPanel Management
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DataMax Affiliates
Program

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Earning Affiliate Client Commissions

How to earn monthly referral commissions at DataMax
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