Commercial Loan Broker Training Program

Our Instructors Are Brokers First

The instructors in our commercial loan broker training program have 30+ years of experience in commercial lending, banking, and growing and running brokerages.  From their time in the trenches working directly with clients and growing commercial loan firms, they have learned what works and what doesn’t.  They have now taken this real world experience and distilled it into the most practical, results-focused training program on the market today.

Commercial loan broker training program
Loan broker business opportunity

Loan Broker Training Approach

We take a practical and pragmatic approach to commercial loan training.  Each student learns differently, and we have a jam packed agenda for the entire week.  To make sure that you can absorb and digest it all, we cover all of the information in a variety of formats.  We provide all of the content in written form for you to read and review.  We present it verbally, accompanied by detailed visuals, and then give you time for taking copious notes.  We practice each module through individual role playing and presentations.  Finally, each day we review the content covered earlier in the week to create the repetition needed for deep absorption and immediate recall.

Commercial Loan Broker Training Program


Complete training on Marketing, Assessment, Packaging,

Closing, Brokerage Development. Includes hotel & food.


Only $12,500

Commercial Finance Training

The unfortunate truth is that you can’t be a top performer in this industry without understanding commercial finance.  To know where a company is at, what type of financing will be the best fit, and what they can qualify for, you need to be able to read their financial statements and tax returns.  Our program starts with an intense commercial finance training module to make sure you have the strong foundation you will need.

Commercial capital training for loan brokers
Business loan broker training

Commercial Capital Terminology

Every industry has its own terminology, and the commercial capital industry is no exception.  To work with clients and lenders, you need to be able to quickly calculate the debt service coverage, the loan to value ratio, and many other ratios for each deal.  Our in depth commercial capital training module (and associated cheat sheets) make sure you have all of the tools, ratios, and terminology you need to come across as an industry expert.

Commercial Finance Vehicles 101

In order to run a commercial brokerage, you need a deep understanding of the huge variety of financing vehicles that are available for your clients.  We take you on a deep dive into traditional real estate, lines of credit, factoring, hard money, equipment loans and leasing, SBA loans, and a variety of other financing options.  By the end of this module you will understand how each vehicle works, its unique pros and cons, when it is the best solution for a client, and why it would be a horrible fit for a client (even though they would qualify).

Loan broker education opportunity

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?

Commercial loan broker education program


The success of your commercial finance brokerage depends on a steady stream of quality prospects and leads.  Our marketing module covers the most efficient strategies for generating these leads, from messaging to networking to online marketing.  You are given the scripts and tools that we use to market brokerages every day.  In addition, you practice role playing under the close watch of experienced brokers who provide immediate feedback on how to tweak and improve each step in the process.  You also get to go out with them on live pitch meetings to gain firsthand experience on what it takes to market and grow a brokerage.


The heart of serving clients is being able to match each business with the RIGHT financing for its unique needs, goals, and current situation.  Our commercial loan broker training program gives you the scripts, tools, and knowledge that you need to quickly gain a deep understanding of your client’s financial situation and trajectory.  Our loan brokers teach you the tricks they have developed from years in the field for sniffing out who you should work with and who you should refer elsewhere, how to easily get the right information, and how to put all the puzzle pieces together to get an accurate assessment of the right financing and lender for each client.

Commercial loan broker courses
Loan officer training and classes

Packaging & Placement

How you package a deal can mean the difference between your client being approved or declined.  Our packaging and placement module covers the best ways to summarize and present your client’s financial situation when working with lenders.  Our experienced brokers cover all the documentation you will need for each type of deal, how to select the right lenders for each client, and how to overcome obstacles in underwriting.  With scripts, checklists, spreadsheets, and placement packages, you will walk away with the proven tools we use every day to get clients placed and approved.


Closing deals is half science and half art. The road to success can require overcoming objections from both the client and the lender.  You get paid for being able to resolve these issues and making sure that everyone signs to execute a win-win deal.  We share the tools and scripts for closing deals quickly and consistently by avoiding objections before they occur, and overcoming them when they do.  You then role play numerous scenarios to become comfortable handling objections smoothly.  Our brokers help you throughout the practice, polishing your responses to make certain you are comfortable in each and every situation.

Loan officer training

Prefer the full package?


Training + Mentoring + Branding + Ongoing Marketing


In order to be able to close deals, you need a top quality and diverse network of lenders.  You need to have deep relationships with factoring companies, traditional finance institutions, SBA lenders, hard money lenders, equipment finance specialists, and many more commercial lenders.  We ensure that you build these relationships by giving you face to face, in person meetings with your private network of lenders in each category.  You have the opportunity shake their hands, get all of your questions answered, and lay the foundation for strong, ongoing business relationships.


Each business owner and each brokerage needs their own unique plan for launch. Whether you are jumping all in on day one, or you are working part time as you transition from your full time job, you need a plan that will take you step by step from where you are to where you want to go.  During the training you will work one on one with an experienced commercial loan broker to identify your “Big Why” and then create the 5 year, 1 year, and monthly plans that will get you there.  For your 90 Day Jump Start you will create an activity plan for each day, ensuring that when you land back in your home city you will know exactly what to do and when to do it in order to build your brokerage as quickly as possible.

Commercial Lending Resources

You will walk away from the training with all of the documents you need in order to run your commercial lending business, including a 200+ page training manual.  In addition to full slide decks from each day of the training and your associated notes, you will have scripts for each steps in the marketing, assessing and closing process.  You will have cheat sheets on financing types, loan packaging tools, the critical agreements for protecting business, and much more.

Hotel & Food

Our program includes 6 nights in an upscale hotel in the heart of downtown Denver, Colorado.  You will be at the center of it all, and will have a few evenings free to explore and enjoy the city.  The commercial loan broker training program also includes snacks, food and drinks throughout each day, as well as dinner and drinks during evening events.

Training Registration

Secure Your Seat

Event registration is on a first come, first served basis.

Enter your information to the right and your spot will be secured immediately.

Our team will then follow up within one business day to complete the enrollment, launch your branding and website design, and provide your hotel registration details.