🔥 Big Updates, Great Questions & the White Label Reveal
Fantastic session with the group today and I wish ALL of you could have been with us. 👉🏼 The Call is Attached Below. Check it Out 👀 We had tons of great questions, solid discussion, and a full walkthrough of the white-label web app (which honestly looks amazing). We also covered platform updates and some very interesting side conversations worth revisiting. Full call notes with timestamps below. ⏱️ Call Segments & Timestamps ⏱ 00:00 – 06:36 : ▶️ Opening Context & Call Setup - Purpose of the call and agenda overview - Why recent progress has been backend-focused - What to expect in the platform + process walkthrough ⏱ 06:36 – 08:08 : ▶️ White-Label Platform Overview & Status 🧩 - White-label system status and testing updates - What’s live now vs still being improved - CRM connection confirmation ⏱ 08:08 – 13:38 : ▶️ Classroom Updates & Knowledge Checks 🧠 - Knowledge checks as feedback tools (not tests) - Coverage: EMD, Double Close, Morby, Echo - Phase 1 (confidence) vs Phase 2 (deal execution) ⏱ 13:55 – 16:47 : ▶️ Community Engagement, Points & Streaks 🔥 - Member milestones and cash incentives - Points leaderboard and activity tracking - Monthly streak-only calls ⏱ 17:04 – 18:11 : ▶️ Branding Update & Positioning 🎯 - Name change to Transactional Funding Hub - Escrow-protected vs asset-backed clarification - Market positioning context ⏱ 19:16 – 22:09 : ▶️ White-Label Walkthrough (Front-End View) 🎨 - What borrowers see on member sites - Subdomain and branding structure - Customization options overview ⏱ 22:09 – 31:52 : ▶️ Deal Submission Flow (Behind the Scenes) ⚙️ - White-label vs RQF site submissions - Automatic referrer tagging - CRM → approval → Slack deal channels ⏱ 32:07 – 35:51 : ▶️ Live Demo: EMD Deal Submission 📝 - Step-by-step submission example - Data captured and stored - Borrower experience simplicity ⏱ 36:08 – 37:28 : ▶️ Premium Tier Breakdown & Pricing 💎 - What Premium includes - Live vs recorded access - Launch pricing status