Loan Broker CRM

The Leading Commercial Lending CRM

The Commercial Loan Broker Institute provides a customer relationship management (CRM) solution built exclusively for commercial loan brokerages.

It’s an all-in-one platform to manage your business, advance your pipeline, centralize your team, and keep your brokerage organized. 

Our industry-leading software frees up more of your time to spend building relationships and closing deals.

Running a successful broker business is no simple task. When marketing campaigns, data analysis, meetings, prospect screening, lender match making and client care all happen simultaneously you need a powerful solution to bring all these functions together in one place.

One missed follow-up, phone call, event, or piece of underwriting documentation can cost you thousands of dollars. But with so much going on, how can you ensure nothing will ever fall to the wayside?  Our team couldn’t find any software that was fully tailored for commercial loan brokerages, so we built our own.

Complete loan broker CRM

Check out a video walk through of some of the features.

only $147 / month

Scripted and Templated Emails

Getting into contact with all prospects and clients, not to mention your centers of influence, takes a lot of time you could be spending on closing deals.

Thankfully, all of the most common emails sent to prospects, clients, lenders, and referral partners are professionally written for you. The only thing you have to do is click send!

Integrated Calendar, Tasks, emails & Call Logs

We built our system to gather every little detail from upcoming tasks, to your calendar, to logging phone calls.  More importantly, each item is tied back into your contact database, automating the process of tracking conversations and keeping you up to date on every person in your network, no matter how many financing deals you are working on.

Simply check the contact’s profile and access all notes, email communication and call logs in one place.

Contact & Deal Tracking

Imagine misplacing client contact information, only to learn that your delay pushed your client into the arms of a competitor. Or, picture your top two brokers pursuing the same prospect, resulting in an annoyed potential client.

Without a centralized program where you and your people can log and track customer interactions, your business falls behind schedule and out of touch.

Our CRM has all your business data stored and accessed from a single location which gives you a 360-degree view of all customer information, deals, and knowledge of what customers and the general market want. Our system provides tools for your commercial loan business to stay on top of your most important customer relationships by increasing collaboration, tracking interactions and managing productivity.

Pipeline Analytics

The tracking system in the Commercial Loan Broker CRM allows you to gain a quick overview of your entire pipeline, as well as carefully monitoring the progress of individual deals throughout each stage of the financing process.

Over time business decisions can be polished based on feedback from earlier data collection and analysis. This information can also be used to see where and with whom your time can be better spent, which then helps you to attract and retain prospects, clients, lenders, and referral partners.

Need a Custom CRM for Your Brokerage?

We support new brokerages entering the market AND brokerages that have been around for decades

Operational brokerages already have their workflows established, their lender network built, and need a CRM that will seamless support their current SOPs.  For you,  we offer a fully custom CRM solution.

your CRM is custom built to match your unique workflows.

This includes automations that with one click can send emails to a client, trigger internal notifications and alerts, advance deals through your pipeline, and assign tasks to your team.  You can have integrated calendering and appointment scheduling, contracting and e-signatures, email and social marketing,  and even host online video conferences. With CLBI customization, there’s almost nothing you can’t achieve.