Black Friday Deal

Biggest Savings in 3 years

If you are serious about achieving rapid success as a commercial loan broker, NOW is the time to act.

This is the biggest discount offered on our flagship programs over the past 3 years!

Limited Availablity. Huge Savings.


$200 off

The  Basic

$1000 off

The  Executive

$3000 off

The  Elite

$6000 off

Everything you need to own a successful finance company in ONE PROVEN PROGRAM

You get lifetime access and ongoing support for a one-time low-cost tuition. There are no additional fees, ongoing fees, or commissions taken on the deals you make. NO B.S. – JUST RESULTS.  All programs offer a NO-INTEREST MONTHLY PAYMENT PLAN, with full access to all services upon launch.

Monthly Marketing Service

Only 4  Spots  Left

Broker CRMINDUSTRY CRM - Online dashboard for brokerage. Integrates contacts, email, calendar, to do lists, notes, loan docs, pipeline, reporting, and more. Plus a mobile app.
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$147 Value

Content MarketingBLOG & ARTICLE WRITING - Professionally written articles published on your site 2X monthly for 2 years. Topics include industry news, financing types, and business tactics.
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$297 Value

Email MarketingEMAIL MARKETING - Stay top of mind with emails sent directly to your leads. 2X monthly for 2 years. Automatically integrated with your CRM for easy management.
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$297 Value

Social MarketingSOCIAL MEDIA MARKETING - 2 years of DAILY posting on your LinkedIn and Facebook pages (7 days / week). Graphic creation included.
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$297 Value

Total Value $1,038
Regular Price: $695
Black Friday: $495

$200   off


Monthly Service
Cancel Anytime


Training + Lenders + Tools

Only 1  Spot  Left

Virtual AcademyONLINE COURSE SYSTEM - Learn at your own pace, wherever you are. Ongoing access to courses to train your team or for a quick personal refresher.
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$6500 Value

Broker ToolboxDOCUMENTS + TOOLS - All tools needed for a brokerage. Includes contracts, scripts, product cheat sheets, loan analysis tools, documentation checklists, and more.
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$4000 Value

Lenders NetworkLENDER ACCESS - Lenders ready to finance your clients. Immediate access to lenders working in real estate, equipment, SBA, working capital and more.

$5000 Value

Personal SupportSUPPORT + TRAINING: Rapid coaching via phone, text, video conference and email. Seasoned brokers helping you with each loan and business decision.

$5000 Value

Total Value $20,500
Regular Price: $4,995
Black Friday: $3,995

$1,000   off


/ month for 2 payments


Our Most Popular Program

Only 1 Spot  Left

2 Years of Marketing    +   The Basic Program    PLUS…
Skills Boot CampLIVE TRAINING - 3 day long training to hone practical skills. This event builds upon online course material with real world practice in assessing, pitching, and closing.
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$6500 Value

CEO CoachingPERSONAL MENTOR - Business planning, pipeline oversight, and ongoing support. All coaches have a minimum of 5 years running their own brokerage.
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$15,000 Value

Ongoing EducationBROKER MASTERMINDS - Live training twice each month for 2 years. Stay on top of the industry: meet new lenders, learn new products, and get new tools.
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$7000 Value

Jump SquadSMALL GROUP COACHING - Intensive coaching, support, and accountability program. Weekly planning & coaching meetings during first 3 months of your startup.
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$1500 Value

Broker Handbook200+ PAGE BOOK - Broker launch manual written by our team. Nuts and bolts, step by step training on launching and growing a successful brokerage.

$100 Value

Logo DesignCUSTOM LOGO - Brand strategy session followed by design of your corporate logo. Full custom design with unlimited revisions.
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$1000 Value

Business CardsDESIGN + PRINTING - Full graphic design for your business cards. 1000 cards printed and shipped to your doorstep.
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$750 Value

Digital BrochuresINFORMATION SHEETS - PDFs to use whenever more info is requested. Loan types, rates, niche markets, and more. All files branded and customized for your company.
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$1250 Value

Pitch DecksPRESENTATIONS - Portfolio of presentations covering any type of meeting. All presentations are animated, branded and customized for your firm.
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$1500 Value

Branded EmailCOMPANY EMAIL - Use a email account at your company domain to strengthen your corporate identity. Domain name registration and email service for 2 years.

$850 Value

Custom WebsiteWEBSITE DESIGN - Development of your corporate site. Full custom design (no templates). Mobile friendly, Google Analytics, security firewall, and more.
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$8000 Value

Copy WritingBRAND CONTENT - Brand strategy session, followed by professional copy writing. All content written for you. Includes website, brochures, presentations and more.

$2000 Value

Company ProfilesSOCIAL MEDIA PROFILES - Creation of LinkedIn and Facebook pages for your company. Includes copy, profile optimization, and custom graphics.
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$500 Value

Broker CRMINDUSTRY CRM - Online dashboard for brokerage. Integrates contacts, email, calendar, to do lists, notes, loan docs, pipeline, reporting, and more. Plus a mobile app.
Learn More

$2500 Value

Online ApplicationINBOUND LEAD PROGRAM - Application on your website captures new leads. All leads are added to your CRM, and ongoing marketing starts automatically.

$1500 Value

Prewritten EmailsINTEGRATED EMAIL LIBRARY - All of your most common emails written for you. One click to load professional, pre-written emails. Personalize, and then one click to send.

$1000 Value

Niche ConnectionsTARGETED LEADS - 100 - 200 leads that match your niche client or partner profiles. All leads are added to your CRM, and ongoing marketing starts automatically.

$1000 Value

Media CoveragePRESS COVERAGE - Launch with a splash. Press release writing and distribution. Guaranteed pick up & publication. Right to use as seen on ABC, NBC, CBS, FOX.

$1500 Value

Legal SupportATTORNEY CONSULTATIONS - Unlimited legal consultations with attorneys in your state. Three months of coverage to support your business launch.
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$1000 Value

Incorporation ServiceENTITY CREATION - Attorney consultation to select the best legal entity. Attorney conducts business name research, then files documents for you. (State fees not included.)
Learn More

$1500 Value

Total Value $99,950
Regular Price: $19,495
Black Friday: $16,495

$3,000   off


/ month for 6 payments


Massive Marketing + Team Support

Only 2  Spots  Left

The Executive Program    PLUS…
Team TrainingBUILD YOUR TEAM - Rapidly build a skilled team from day one. Access to the Skills Boot Camp live training event for up to 4 team members.

$13,000 Value

SEO CampaignSEARCH ENGINE OPTIMIZATION - Includes on site (speed, meta-tags, schema, content optimization), off site (back links, local listings, articles), and tracking for a full year.

$24,000 Value

Sales ProspectusBOOKLET - 8 page glossy corporate prospectus for client meetings. 8.5 x 11 pages with stiched binding. Custom designed. 500 printed and shipped direct to you.

$2500 Value

Total Value $140,450
Regular Price: $34,495
Black Friday: $28,495

$6,000   off


/ month for 9 payments


What are the dates for the Black Friday sale?

The sale will run through “Cyber Monday” or November 27, 2023. However, there are only a few seats available on each program available.  Once those are filled, the sale will be done!

Why is the availability so limited?

We are only offering this deal to the first 10 people who enroll in each program.  Why?

We invest heavily in each of our partners and graduates. We provide focused support, personal mentoring, and custom tailored branding to every client. We don’t build templated websites or restrict your coaching access. So by limiting the quantity of enrollments, we ensure that we continue to deliver at the highest level.

What programs will be included in the Black Friday sale?

We offer a lot of different services at the Institute, but discounts are available ONLY on the services listed above.


We rarely run sales of any sort.

To put this in perspective, we haven’t run a single sale since 2020!

But we also realize that the current economy is creating an immense opportunity for this business model.  And we want to make sure that price isn’t holding anyone back from making real money and changing their lives.

So we have developed a mission to launch 200 new brokerages over the next year, and this sale is part of our efforts!


Good eyes! You’re correct. You can’t find this offer anywhere else on our website. (Go ahead and check… but be sure you’ve bookmarked this page first!)


We are only offering this discount to the first 10 new clients who enroll.

We want to make sure that the people who have already been considering this life changing program have access to the offer.

Are there any differences in these programs?

The programs in our Black Friday line up are exactly like their counterpart full-price programs, with one exception: The Black Friday pricing does NOT include the Leads Pipeline service in the The Executive and The Elite programs. Our pricing on buying ad space is just too volatile in today’s market, and so we can’t include this service AND also provide such a steep discount.

Othwise, the Black Friday line programs are exactly like their counterpart full-price programs!



There’s so much in this package, that it seems like it will take forever!  When can I start making money?

One key tenet in the CLBI philosophy is: Time kills deals.

We don’t believe you should EVER wait on a hot lead. 

Strike quickly and strike hard when the opportunity first raises its hand.  Make sure you have an offer in the client’s hand as quickly as possible and make it as easy as possible for them to say yes.

So if you have a current deal opportunity, we place it IMMEDIATELY.

Within the first 24 hours of enrollment (and usually on the same day) you are connected with your coach.  You walk through an assessment of the deal together.  Then you are placed with the right lenders, along with personal introductions.

If you have a hot opportunity, our goal is for you to use it to generate revenue well before you complete your training modules!

I've got more questions! How can I get answers?

Our team at the Institute is always here to help and answer any questions you may have! To start with, check out the FAQ page right here. It covers the questions we get asked most often, and will likely be an efficient way to get some of the answers you need.

Then, reach out! You can select the time that works best for you and schedule a call right here >