Fantastic session with the group today and I wish ALL of you could have been with us.
ππΌ The Call is Attached Below. Check it Out π
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.
β±οΈ Call Segments & Timestamps
β± 00:00 β 06:36 : βΆοΈ 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
β± 06:36 β 08:08 : βΆοΈ White-Label Platform Overview & Status π§©
- White-label system status and testing updates
- Whatβs live now vs still being improved
- CRM connection confirmation
β± 08:08 β 13:38 : βΆοΈ Classroom Updates & Knowledge Checks π§
- Knowledge checks as feedback tools (not tests)
- Coverage: EMD, Double Close, Morby, Echo
- Phase 1 (confidence) vs Phase 2 (deal execution)
β± 13:55 β 16:47 : βΆοΈ Community Engagement, Points & Streaks π₯
- Member milestones and cash incentives
- Points leaderboard and activity tracking
- Monthly streak-only calls
β± 17:04 β 18:11 : βΆοΈ Branding Update & Positioning π―
- Name change to Transactional Funding Hub
- Escrow-protected vs asset-backed clarification
- Market positioning context
β± 19:16 β 22:09 : βΆοΈ White-Label Walkthrough (Front-End View) π¨
- What borrowers see on member sites
- Subdomain and branding structure
- Customization options overview
β± 22:09 β 31:52 : βΆοΈ Deal Submission Flow (Behind the Scenes) βοΈ
- White-label vs RQF site submissions
- Automatic referrer tagging
- CRM β approval β Slack deal channels
β± 32:07 β 35:51 : βΆοΈ Live Demo: EMD Deal Submission π
- Step-by-step submission example
- Data captured and stored
- Borrower experience simplicity
β± 36:08 β 37:28 : βΆοΈ Premium Tier Breakdown & Pricing π
- What Premium includes
- Live vs recorded access
- Launch pricing status
β± 37:45 β 41:16 : βΆοΈ Using White-Label with an Existing Website π
- How to link from an existing site
- Current domain limitations
- Practical workaround approach
β± 42:14 β 48:50 : βΆοΈ Capital Partners & Fund Structure π¦
- Capital partner expectations
- Aggregate capital management logic
- Legal and compliance constraints
β± 50:19 β 56:59 : βΆοΈ Asset-Backed Deals & Morby Method π
- What asset-backed deals are declined
- Why gap lending is avoided
- Reframing into Morby Method deals
β± 59:04 β 70:51 : βΆοΈ Backend Admin Walkthrough (Customization) π οΈ
- Admin login and controls
- Branding and layout adjustments
- Practical design tips
β± 71:47 β 79:05 : βΆοΈ Premium Onboarding, Splits & Agreements π€
- 50/50 profit split explanation
- Referral and daisy-chain handling
- Upcoming participation agreement
β± 79:05 β 80:49 : βΆοΈ Final Q&A and Wrap-Up β
- New member clarifications
- Next steps
- Call close