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Guerrilla Weekend

This weekend boils down our proven approach into a fast-paced, high-impact two-day class. Our instructors give you the blue print for a successful brokerage. $457 only on March 24th – 25th.

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Broker Training

5 days of in-person, informative, and interactive real-world education. Get the skills, strategies and access needed to succeed as a commercial loan broker.

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Our Institute

Our mission is to help you close more deals through expert Training, access to Direct Source Lending, and a robust Marketing & Sales platform.

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Webinar Training

What are the biggest RISKS for a new brokerage? And how can you avoid them? On this week’s webinar our veteran trainers share their experiences and insider tips and tricks.

Free Webinar Training

Looking for strategies and tactics for running a successful brokerage? This fast paced, one hour training includes the Five P’s of a successful brokerage, plus detailed Q & A session with veteran brokers.

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Loan Broker Training Program

Our unique training approach supports you every step of the way, from initial training, to one-on-one mentoring, to marketing your firm, to building your book of business, and ultimately to closing more deals.

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About the Institute

The Institute was formed by veteran loan brokers to share what tactics and strategies have been proven to work in the marketplace. Our entire program is built around one goal: closing more deals.

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Over 80% of commercial loan applications are declined.


These businesses desperately need funding.


That’s where our graduates come in.

With more than 30 years of proven, real-world commercial credit experience on both the lending side and broker side of the business, we have developed the most compelling and innovative Commercial Loan Broker Training Program of its kind.

Our unique system is built around the Five P’s of deal closing:

  1. Prospecting (networking & lead generation)
  2. Promotion (marketing, automation & branding)
  3. Packaging (getting access to capital)
  4. Pricing (negotiating the best deal)
  5. Profit (proven tactics for high ROI)

We welcome the opportunity to share our experience and secrets to help you become more successful by generating more opportunities and quality referrals.  We give you the tools to help you work smarter, not harder, and ultimately close more deals.

Our mission is straightforward and unwavering:


We train you, mentor you, and give you the tools


proven to close more deals.

Loan Broker Training

The Institute’s training was created from years of field testing.  The comprehensive program covers the most effective, proven tactics for quickly growing a brokerage.

Broker Branding

Our team creates an entire brand customized just for you. Our complete branding package allows you and your business to put your best foot forward.

Broker Marketing

Fully automated marketing to attract clients to your brokerage, with experts working behind the scenes blogging, sending emails & posting to social media.

Mentoring & Coaching

Our mentors give you personal, one-on-one coaching through the growing pains of your brokerage. They’re always available to chat or answer any questions.

Full Toolbox

Our toolbox makes sure you have all of the tools you need to rapidly grow your brokerage, including business forms, legal agreements, marketing pieces, and more.

Loan Broker CRM

A customer relationship management (CRM) solution built exclusively for loan brokers. Streamline all your processes so you can spend more time on closing deals.

Ready to level up your brokerage?


Our comprehensive launch program


systematizes & streamlines your entire business.

Who Are We?

Our team of loan brokers, lenders, and marketing specialists is dedicated to helping clients launch and manage profitable brokerages.  Our founders came from large banks and lending institutions. They set out on their own because they believed there was a better way to help clients.

Got Questions?

Who you will partner with in launching and growing your company is a big decision.  You’ve got options, and we believe you should take the time to ask the right questions.  To help you get started down this road, we’ve pulled together some of the most frequent and important questions.

Need Resources?

Sometime you’ve got it almost all covered, and just need a little extra advice in one area of your brokerage.  If that’s you, don’t enroll in our training — Instead, just check out these resources:

Free Intro Event Online This Week


What is the OPPORTUNITY for a broker in your local market?


What are the BIG RISKS? And how do you AVOID them?

SBA Loans: what they are and how they work

The Small Business Administration, or SBA, is an indispensable organization for many small businesses. The SBA program helps companies throughout the country to secure the financing that they need to grow. However, the SBA’s strict requirements and numerous policies can be challenging to navigate for the first time. In this article, we break down the ins, the outs, and the key points that you need to know to determine whether an SBA loan might be the right fit for your business.

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How to craft a social media voice

Social media usage as a corporate entity is different than its usage as a private citizen. While it may seem like an easy solution for marketing a new or existing brokerage, it is important to understand what voice the brokerage will take, and what its social content output will look like.

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Branding for Brokers: How to Set Yourself Apart

Branding can seem like a foreign concept, but it is an important part of how a broker markets their services. How people view a broker can make, or break, their business. People often base their decisions on appearance, focusing on whether or not a company looks professional and trustworthy.  This makes it critical for commercial loan brokers to make sure they are always putting their best foot forward.

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Looking for funding instead?

If you are looking for financing or a funding partner,

visit our brokerage arm. We’ll be happy to help.