Resources

How to Start a Full-Service Commercial Financial Business

How to Start a Full-Service Commercial Financial Business

When it comes to starting a business, becoming a commercial financial broker is an option not many people put at the top of their list. Not only can commercial lending be a lucrative industry, but brokers add value by helping businesses source the right kind of loan...

read more

Commercial Loan Training & Loan Broker Training PDF

Small business owners and investors turn to commercial loan brokers when they’re looking to take out a loan for their business. It’s important for commercial loan brokers to have an excellent reputation in order to build trust with their clients. This is why it’s so...

read more
Creating Unlimited Opportunity as a Commercial Loan Broker

Creating Unlimited Opportunity as a Commercial Loan Broker

For those looking at financial freedom and success, commercial loan brokering is an excellent choice. Starting a brokerage enables you to find opportunities and generate revenue for a wide array of projects and developments. However, if you really want to make it in...

read more
How to Become a Commercial Loan Broker

How to Become a Commercial Loan Broker

If you’re looking for an exciting career opportunity, becoming a commercial loan broker is an excellent option. Not only do loan brokers make good money, but the industry is growing, and the potential for running your own business is high. Since the housing crash of...

read more
Market and Launch Your Commercial Loan Brokerage

Market and Launch Your Commercial Loan Brokerage

Becoming a commercial loan broker is an excellent way to build wealth and success for yourself. However, when starting a new business, one of the most crucial aspects has to be marketing and promotion. While you may have plenty of experience on the banking side of...

read more
Loan Broker Websites – What Does Yours Need to Have?

Loan Broker Websites – What Does Yours Need to Have?

Your first point of connection for many of your clients will be your website. With any major purchase, including financing, a client will want to research and understand why they should consider working with you over your competitors. That is why your website will want to have a few key features that will not only inform potential clients but draw them to you.

read more
Loan Broker Facebook Marketing 101

Loan Broker Facebook Marketing 101

Facebook has become one of the most convenient tools to market commercial loan brokerages.  It allows brokers to connect with both current and prospective clients, providing them valuable insights and knowledge while maintaining top of mind awareness.  Additionally, Facebooks options for paid advertising (and its associated micro-targeting controls) can ensure that a broker’s page is seen by the right audience.

read more
Putting Your Best Foot Forward: How First Impressions Can Effect a Deal

Putting Your Best Foot Forward: How First Impressions Can Effect a Deal

Clients look to a broker as a means to finding much-needed capital for their company, and they want to find the broker who can provide them with the best service and lowest rates. This means that making the right first impression can make or break a potential deal and should be taken seriously. Here are six tips for making the best impression you can.

read more
Building Connections: How Networking Can be the Ticket to Closing Deals

Building Connections: How Networking Can be the Ticket to Closing Deals

The job of a commercial loan broker can be boiled down to one key concept: Facilitate connections between lenders and borrowers in order to provide business with capital. To provide the best services to your client, understanding how to make these connections is essential.

To help out, we’ve compiled the keys to Success for Networking as a Commercial Loan Broker.

read more
Why Commercial Loan Brokers Need A CRM

Why Commercial Loan Brokers Need A CRM

One of a commercial loan broker’s key skills is the ability to connect with their clients and lenders. The relationships they establish are one of their greatest assets and often determine their long-term success in the industry. Because of this, having a great...

read more
Commercial Loan Brokers Succeed Through Niche Markets

Commercial Loan Brokers Succeed Through Niche Markets

The commercial loan brokerage industry is a competitive market. For every borrower, there might be a dozen brokers trying to get their attention. How do you stand out in this playing field?  Finding your niche in the market can be the first step away from chasing...

read more
SBA Loans: what they are and how they work

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.

read more
How to craft a social media voice

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.

read more
How Your Commercial Lending Client Thinks

How Your Commercial Lending Client Thinks

A broker’s primary goal is to help their clients find the funding solution that is right for them. This is a simple goal, but successful implementation requires an understanding of how a client thinks. While the broker is familiar with the intricacies of the financial world, their clients will not be. It can be a confusing and often times infuriating place.  Understanding how a client thinks can not only help move the process at a smoother pace, it can potentially save a fraught deal.

read more
Is a Franchise Right for You?

Is a Franchise Right for You?

From an entry standpoint, a franchise is one of the easiest ways to open a small business.  The products, business model, and aesthetics are already established by the parent corporation the heavy lifting that comes with establishing a business identity is skipped....

read more
Branding for Brokers: How to Set Yourself Apart

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.

read more

Specific questions? Let us know! We're here to help you succeed.