Commercial Loan Brokerage
Scaling Platform
Onboarding & training solution for growing teams
You are ready to take your brokerage to the next level. You know the opportunity is there, it’s big, and you have the knowledge to seize it.
But you don’t have the time to do it all by yourself. Moreover, you’re so busy serving your current clients, you don’t have the time to hire, train, and support a large team.
Luckily, this is what our Institute specializes in. Now you can leverage the industry’s leading broker training program to rapidly grow your team.
How can you expand your brokerage when you’re already so busy?
Simply add more hours to your day!
But how do you add more hours to your day?
By adding more people’s hours to your day.
But how do you add people without spending tons of money and time?
Finding, developing, and efficiently compensating qualified team members is one of the greatest challenges for all brokerage founders. CLBI’s loan brokerage scaling platform enables to you to bring on team members with with varied backgrounds – from real estate to accounting, banking and finance, sales and even customer service – and efficiently prepare them for a career with your brokerage.
CLBI has become the Leader in Loan Brokerage launch and growth
Through the development of our brokerage training and launch program, CLBI has become the expert in training people from no experience to fully fledged brokerage owner. Brokers who have launched their businesses through CLBI have sent new employees through our program to prepare them to identify and develop financing solutions with clients in all stages of the business cycle.
the CLBI Brokerage scaling Platform
Our scaling platform provides a comprehensive system for growing your brokerage. It is an onboarding, training, and support system custom built for your company.
You simply generate a username and password for each new hire, and the platform takes it from there. New team members are taken step by step through onboarding paperwork, industry training, accessing their tools, and getting the support they need to grow their pipeline. It is all done under your company’s brand, creating a single, comprehensive solution for rapidly scaling your team.
LEADING Industry Training PROGRAM
Our team has been training commercial loan brokers for a decadE.
Now, this proven program can be used to grow your team.
Do you find it challenging to onboard a new team member? Try taking someone with no industry knowledge and teaching them how to structure a brokerage, brand their firm, market themselves, evaluate, clients, work deals, place loans, interface with lenders, and grow a team. That’s a challenge. And it’s also what our team does every day of the week.
We have spent nearly a decade iterating training curriculum and creating a practical, step by step process for turning someone with no prior lending experience into a successful broker.
With the scaling platform, we apply this same proven methodology to growing and training your team. We frame it within your organizational structure and tailor it to your company culture. In sum, this comprehensive platform gives your new hires the knowledge, skills, and tools to work across a wide variety of industries, leveraging a broad array of products and lenders to make the right financing match for each client.
Platform Highlights
Team Portal
Bespoke online platform, hosted at your domain, owned by your company. Powerful system for rapidly scaling, training, and managing your team.
Onboarding System
Streamline hiring and onboarding new team members. They sign employment contracts, submit W9s, and complete initial paperwork through the portal.
Employee Training
Structured, progressive training modules. Platform builds new hires’ knowledge, skills, and capacity using our Institute’s proven methadology.
Company Culture
Build company culture from day one. Custom videos with training from your firm’s leadership are produced and then woven through onboarding experience.
Team Support
Streamline supporting your team in their day-to-day operations. FAQ section, ability to submit questions online, and even a live chat system.
Custom CRM
Custom CRM development. Single dashboard for your staff to manage their contacts, deal pipeline, email, calendars, to-do list, and more.
Integrated Tools
Your platform gives your team a uified location to access marketing tools, download company documents, and join team meetings.
Complete Control
Full control over your scaling platform. Add users and staff, training modules, videos, and tools. Update resources as you grow.
What resources are needed to achieve your goals?
Get the loan broker training to start your team off on the right foot.