Learning path

Strategic Funding

For every Narqix team member assigned to a business funding campaign. After this page you will understand how small business funding works in the US, where you fit in the process, and which pages to s

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1. 1 Start Here 6 pages

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   • Start Here
   • How Narqix Works
   • Your First Week
   • Your Setup
   • Career Path and Levels at Narqix
   • FAQ

2. 2 Narqix Standards 12 pages

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   • Narqix Standards
   • Code of Conduct
   • Attendance and Shift Standard
   • Communication Standard
   • Reporting Standard
   • Escalation Ladder
   • Data Security and Privacy
   • Quality Standard and QA Scoring
   • AI Use Policy
   • Compliance Basics for Calling and Texting
   • Night Shift Health and Wellbeing
   • Performance Reviews and Coaching

3. 3 Core Skills 10 pages

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   • Core Skills
   • Phone Mastery for Non-Native Speakers
   • US Culture and Geography for Callers
   • Professional Email Writing
   • CRM Hygiene and Note Writing
   • Time Zones and Scheduling
   • Typing and Accuracy
   • Handling Difficult Conversations
   • Self-Management and Focus on Night Shifts
   • Learning How to Learn a New Client

4. 4 Strategic Funding Track 13 pages

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   • Strategic Funding Track
   • Product Guide: The 18 Funding Products
   • Role Guide: Lead Qualifier
   • Role Guide: Application Assistant and Document Chaser
   • Role Guide: Funding Processor and File Analyst
   • Role Guide: Renewal and Follow-Up Rep
   • Qualification Standard and Call Flow
   • Document Checklists by Product
   • Bank Statement Review: The 20 Point Method
   • Fraud and Integrity Checks
   • Compliance for Funding Calls, Texts and Files
   • Funding Shift SOP
   • Funding Glossary

5. 5 Script Library 13 pages

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   • Universal Call Opening and Closing
   • Handling Abusive or Angry Callers
   • Voicemail Basics
   • Stop, Do-Not-Call and Wrong Number Requests
   • Hold, Transfer and Message Taking
   • Outbound Qualification Call
   • Inbound Application Call
   • Document Request: Call, Email and Text
   • Missing Document Follow-Up Sequence
   • Submission Handoff Note
   • Renewal Call
   • Decline Handling Call
   • Funding Objection Handbook

6. 6 Exams

   Foundation Exam 40 questions · 50 minutes · pass 32 (80%) with all 12 🔒 gate questions correct Strategic Funding Track Exam 35 questions · 60 minutes · pass 28 (80%) with all 6 🔒 gate questions correct Processors need at least 5 of 6 in Part 4.