CDFI funding introducer training

Intro
Pro

Spot a refinance or regional funding need. Make the introduction to Strata. Send it well.

Intro:Pro

L1

Open Strata Send a real introduction

B

Introducer

Trainee

0 XPnext 70

Competency—

Complete a mission to get a score.

1 day streak

Badges

Missions

Your introduction route

0/12

Badge earned

—

Rank up

Junior Rep

Strata handoff

Log a lead

Capture the refinance or regional funding opportunity while it is fresh. A voice note can sit alongside the written summary.

Introducer Business Contact name Phone or email

What funding need did you hear?

Why now? Expected next step

The contact agreed that our team may follow up.

Voice noteOptional — add context in your own words.

Internal view

Office Hub

Review inbound introductions, record the likely outcome, and report progress back to the introducer.