CapveraAdvisor Training
Capital. Payments. One Relationship.
The training site for the Capvera advisor team. Pick your track below, or jump straight to whatever you need — the workflow, the statements, the scripts, or the exam.
Pick your track
Where you sit decides what you study
Junior Advisor
Setter · the full eight-step workflow
You own the front end: work the leads, get them on the phone, run the application, collect the documents, self-review the file, run the AI push, send it to the right banks, and book the senior.
- Company, roles and the eight steps
- The clean-file vs build-file call
- Everything you say on the phone
Senior Advisor
Closer · build and funding
You close what the junior advisor built. This track covers the process from handoff to close, the Build and Funding scripts, the agreements and funding logic, underwriting emails, renewals, and how you pitch the money.
- The process, and both closer scripts
- Agreements, funding logic and ACH
- Emails, verification, renewals and fees
The whole job on one screen
Eight steps, in order
This is the junior advisor workflow end to end. Each step links to the page that teaches it.
Work the leads
Call, text and email until the lead moves.
02Get them on the phone
Nothing closes over text. Get the live conversation.
03Run the full application
Every field, every time.
04Collect the documents
Statements, processing, voided check, license.
05Self-review the file
Read your own work before anyone else does.
06AI push: build or fund
Run the file through the Capvera File Grader.
07Send to the right banks
Match the file to the funder that wants it.
08Book the senior advisor
A clean file plus a booked call is the deliverable.
Reference shelf
When you know what you need
Skip the track and go straight there. These are the pages you will open mid-call.
Internal use only
This training material belongs to Capvera and is not for distribution outside the company. Questions go to your manager or director.