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Underwriter Academy Bootcamp

A merchant cash advance training program and fast track into a position with one of our underwriter teams.

Three Core Focus Areas 

The Program

Bootcamp
Basic training before apprenticeship with underwriter team
CFGMS Overview
CFGMS Overview

Learn more about CFG Merchant Solutions ("CFGMS").

Deal flow process
Deal flow process

Understand the deal flow process at CFGMS. 

Anatomy of a deal
Anatomy of a deal

Discover all the variables for underwriting a merchant cash advance. 

Apprenticeship
Material complementary to on-the-job training
Opportunity evaluation
Opportunity evaluation

Learn how to quickly evaluate whether a deal is worth a risk review. 

Pricing
Pricing

Understand how to properly price a deal. 

Funding
Funding

How to generate a new funding from start to finish. 

Mentorship
How to run the business
Underwriter book management
Underwriter book management

Learn how to manage your portfolio. 

Data analytics
Data analytics

Measure your wins and losses with the latest data tools. 

How to grow the business
How to grow the business

Build your funding business. 

Meet the CFGMS Underwriter Teams

CFGMS Underwriters have funded over $1 billion in MCAs since 2015.

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Joe Huguenot

Senior Underwriter / Team Lead

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Rob Abolt

Senior Underwriter / Team Lead

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Boris Angelov

Underwriter

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Viktor Klauzner

Underwriter

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Fernando Diaz

Underwriter

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Mike Kevitch

Underwriter

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Brandon Pollack

Underwriter

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James Mendelsohn

Underwriter

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How many businesses has CFGMS funded?

CFGMS has funded over 18,000 businesses across the U.S.. We are an industry leader focused on providing working capital to American businesses who have traditionally been underserved by the big banks. At CFGMS, we can fund almost any file, and fund a ton of micro files less than $20K. Additionally, with competitive ISO compensation packages, our referral partners love working with us!

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How much working capital has CFGMS financed?

CFGMS finances thousands of units per month. At CFGMS, we never stop funding. Our total funds provided eclipsed $1 Billion in 2021 and continues to grow by the day! Underwriters at CFGMS enjoy the benefits of working with a funder who is invested in their growth!

The benefits of being a CFGMS Underwriter

Work with a funder who wants to facilitate your growth.

Build & Run Your Own Business

Broad Funding Range

Unlimited Earning Potential

Apply to The program

Fill out the application form, and a CFGMS representative will reach out to you within 24 hours!

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