Storefront Lending Ready
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Go from hired to customer-ready in 14 days

This bootcamp gives brand-new storefront lending employees the scripts, paperwork know-how, and compliance language they need to work the counter confidently — before a real customer tests them.

29 lessonsAI-adaptiveCancel anytimeLearn anywhere
Storefront Lending Ready

"I built this course for the version of me that was standing at the counter on day one, hoping nobody asked a question I couldn't answer yet."Jer

What you'll learn

What you'll be able to do

  • Greet every customer professionally and handle opening interactions using approved scripts without prompting
  • Explain the payday and title loan application process clearly without making approval promises or using forbidden phrases
  • Collect required documents accurately and follow up on pending or incomplete applications with confidence
  • Recognize common red flags in customer interactions and escalate correctly to a manager every time
  • Use compliance-safe language for fees, payments, and renewals in both in-person and phone conversations
  • Understand how your daily counter work — applications handled, documents gathered, customers retained — directly drives store profitability

How it works

A school that adapts to you

This isn't a set of static videos. Every lesson is generated live and tuned to where you actually are.

We learn your level

A quick placement check tailors your starting point so you're never bored or lost.

Lessons adapt as you go

Each lesson is written for your pace and your goal, adjusting as your skills grow.

Your AI coach keeps you moving

Checkpoints, feedback, and gentle nudges turn progress into a real result.

The curriculum

What's inside your school

6 modules · 29 lessons

1

Welcome to Storefront Lending

Orients new employees to what a payday and title loan store does, who its customers are, and what professional conduct looks like on day one.

  • 1.1What This Business DoesIncluded
  • 1.2Who Your Customers AreIncluded
  • 1.3Your Role as a Store EmployeeIncluded
  • 1.4Professional Tone and First ImpressionsIncluded
  • 1.5The Training Rule: Policy Always ControlsIncluded
2

Loan Products, Applications, and Paperwork

Covers the basics of payday and title loan products, how the application process flows from greeting to submission, and what documents you must collect.

  • 2.1Payday Loan BasicsIncluded
  • 2.2Title Loan BasicsIncluded
  • 2.3The Application Flow Step by StepIncluded
  • 2.4Required Documents: What to Ask For and WhyIncluded
  • 2.5Phone Scripts for Incoming InquiriesIncluded
3

Pending Applications and Follow-Up

Trains employees to manage incomplete applications, chase missing documents, and maintain professional follow-up communication until a file is complete.

  • 3.1What Makes an Application PendingIncluded
  • 3.2Asking for Missing Documents Without Frustrating the CustomerIncluded
  • 3.3Following Up by Phone and In PersonIncluded
  • 3.4Basic Underwriting AwarenessIncluded
  • 3.5Recognizing Red Flags and Escalating CorrectlyIncluded
4

Compliance-Safe Language and Forbidden Phrases

Equips employees with the approved scripts for discussing fees, payments, and renewals while identifying the specific words and phrases they must never use.

  • 4.1Why Language Compliance MattersIncluded
  • 4.2Approved Scripts for Fees and Payment AmountsIncluded
  • 4.3Forbidden Phrases and How to Replace ThemIncluded
  • 4.4Talking About Renewals and Extensions CorrectlyIncluded
  • 4.5Escalation Rules: When to Stop Talking and Get a ManagerIncluded
5

Payments, Retention, and Store Profitability

Connects daily counter tasks — payment reminders, renewals, and customer retention — to the store's financial health and the employee's contribution to it.

  • 5.1Payment Reminder ConversationsIncluded
  • 5.2Renewals and Repeat CustomersIncluded
  • 5.3Customer Retention and Professional ServiceIncluded
  • 5.4How Your Daily Work Drives Store ProfitabilityIncluded
6

Final Readiness: Role-Play, Testing, and Manager Signoff

Consolidates all training through scenario practice, skills assessment, corrective feedback, and the manager observation required for customer-facing certification.

  • 6.1Role-Play Scenarios: Greetings and ApplicationsIncluded
  • 6.2Role-Play Scenarios: Compliance Language and EscalationIncluded
  • 6.3Role-Play Scenarios: Payments, Renewals, and Difficult CustomersIncluded
  • 6.4Final Assessment and Skills CheckIncluded
  • 6.5Manager Observation and Customer-Facing Readiness SignoffIncluded

Who it's for

Is this you?

The brand-new hire

Just got the job and starts next Monday — needs to walk in already knowing the basics so day one isn't overwhelming.

The career changer

Coming from retail or food service and has never worked in lending — needs the industry context and compliance rules explained from scratch.

The self-study employee

Their store is short-staffed and there's no time for shadowing — this course gives them structured training when no one has time to sit down with them.

The compliance-anxious rep

Knows that saying the wrong thing about fees or approvals can cause problems and wants a clear guide to exactly what's allowed and what isn't.

The part-time counter staff

Works limited hours and needs to be customer-ready quickly — can't afford weeks of slow on-the-job learning when every shift counts.

The store manager onboarding others

Responsible for getting new hires up to speed and wants a structured, consistent training program they can point every new employee to.

Questions

Frequently asked

Your teacher

A note from your teacher

Jer

Jer

If you're reading this in your first week on the job, I want you to know something: the discomfort you're feeling right now is completely normal. Customers come in expecting you to have answers. Your manager is busy. The forms are unfamiliar. And somewhere in the back of your mind, you're worried about saying the wrong thing — because in this business, the wrong thing can actually matter.

I've been in that position. I know what it's like to be standing at the counter, not quite sure whether you're supposed to quote a fee or wait for someone else to do it, not sure what to do when a customer's documents are incomplete, not sure when a situation crosses the line and you need to get a manager involved. It's a lot to carry in your first few days, and most stores don't have the time to sit down and walk you through all of it the way you actually need.

That's exactly why I built this course. Everything in here comes from the real counter — the actual scripts, the real document checklist, the specific phrases that are off-limits and the ones that work instead. We cover both payday and title loan products from the ground up, walk through every step of the application process, and spend serious time on compliance language because that's where new employees tend to get tripped up the most. You'll also practice through role-play scenarios that put you in the hard conversations before you have to handle them for real.

By the end of 14 days, you won't just have watched a training video and clicked "complete." You'll have worked through greetings, applications, pending follow-ups, fee conversations, renewal discussions, and difficult customer moments — and you'll finish with a final assessment and a manager signoff process that confirms you're actually ready.

This course respects your time and your intelligence. It doesn't talk down to you, it doesn't bury you in jargon, and it doesn't leave out the parts that actually matter. It just gets you ready — quickly, clearly, and completely. I'm glad you're here. Let's get to work.

Jer

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  • 6 modules, 29 lessons
  • AI-adaptive lessons tuned to your level
  • Quizzes & checkpoints to lock in progress
  • Your own AI learning coach
  • Learn on any device, at your pace
  • Full access for as long as you're subscribed