Getting Started Right

Welcome to DAC - Let’s Get You Off to a Fast Start

You’ve just joined a mission-driven company helping small business owners access the capital and services they need to grow. The steps below will guide you through your first days and set the foundation for long-term success.

7 Steps When Starting (in order)

Step 1) Get Certified

Before you begin serving clients, you must complete our DAC Broker Certification. This ensures you understand our products, compliance policies, and client service standards. Certification unlocks full commission eligibility and prepares you to represent DAC the right way.

To access your LMS portal for the first time, click the link in the LMS Invitation Email sent when you joined DAC. Your username is your Broker ID#, but you must create a password since the LMS is separate from your DAC Back Office. If you can’t find the invitation email, no worries! Visit the LMS Password Reset page, enter your Broker ID# to finish setting up your account. 

Step 2) Complete Business Funding Training

Next, dive into our Business Funding Training. You’ll learn who our ideal clients are, how our funding process works, and how to match business owners with the best offers. This training gives you the knowledge and confidence to start having conversations that lead to approvals.

Step 3) Review Comp Plan Documents

Understanding how you earn is key. In our Pay Plan Short Clips you’ll learn the details of our commission ladder, overrides, bonuses, and how performance impacts your pay. Knowing the comp plan helps you set goals and maximize your earnings.

Step 4) Complete Your Private Game Plan (with Your Enroller/Leadership)

Schedule a one-on-one session with your enroller or leadership team. They’ll walk you through a personalized launch plan, answer questions, and help you map out your first 30 days so you can start strong.

Step 5) Climb Up the Personal Commission Ladder.

Your personal commission starts at 40% and can grow to 80% as you fund more clients. Each level you reach stays with you—meaning your efforts now set you up for higher earnings on every future client.

Step 6) Build Your Agency Team (Optional)

If you choose, you can grow your own team of brokers and earn overrides on their production. This is completely optional, but it’s a powerful way to create leveraged income while helping others succeed.

Step 7) Attend Daily Zoom Discussions

Stay plugged in to training, updates, and success tips by joining our daily Zoom sessions. Stay informed and keep your business growing.

Your Page Links

Note: To personalize these web pages, simply add your Broker ID or Member Name to the end of each link when sharing. Or copy/paste from your welcome email.  

Example: davidallencapital.com/123456789

Main Site

BankBreezy Direct Page: bankbreezy.com/YOURID

BankBreezy Spanish Page: bankbreezy.com/es/YOURID

Home Page: davidallencapital.com/YOURID

Funding Services

Business Funding (all options): davidallencapital.com/business-capital/YOURID

CoreRate Preferred (best pricing): davidallencapital.com/select-funding/YOURID

Instant Funding (low revenue businesses): davidallencapital.com/gigfunding/YOURID

Line Of Credit: davidallencapital.com/line-of-credit/YOURID

Other Services

Broker Opportunity

Become a Broker (short video): davidallencapital.com/partner/YOURID

Become a Broker (full video): davidallencapital.com/partner_overview/YOURID

Your Pay Account

Once you receive your first commission, you will receive an email from Rellevate following your DAC commission email with a link to complete your sign up for the Rellevate PayCard. We are no longer creating Rellevate accounts ahead of time — you will complete your sign up for the PayCard at the time of commission if you do not have an active account already.

Please email support@davidallencapital.com with any questions!

Weekly Calendar

Daily Live Zoom Huddles | M-F @ 11:30 EST

Broker Updates | Fridays @ 11:45 EST

Zoom: DACZoom.com

YouTube: DACYouTube.com

Or Dial (346) 248-7799 meeting ID#328-432-5536

Please email support@davidallencapital.com with any questions!

Broker Support

Monday-Friday: 9a-5p (EST)

Support@davidallencapital.com

(248) 429-2227


Sign Up for DAC Broker Email Updates

Please complete this form to join the DAC Broker Updates list and receive email updates and much more.
Email  *
First Name *
Last Name *
Broker ID *
*
*Required Fields
Note: It is our responsibility to protect your privacy and we guarantee that your data will be completely confidential.