Commercial loan brokerage Scaling Platform.
Onboarding & training solution for growing teams
You’re ready to take your brokerage to the next level. The opportunity is big, and you have the knowledge to seize it.
But you’re too busy serving clients to hire, train, and support a team on your own.
That’s where we come in. Our industry-leading broker training program helps you grow your team fast.
Get Larger Deals
No Franchise Fees
Keep your Commissions
Get Larger Deals
No Franchise Fees
Keep your Commissions
A free call to get your questions answered. No pitch.
Prefer to watch first? See the FREE WEBINAR
how do you scale your brokerage without setting yourself back?
WHY CHOOSE US
CLBI has become the Leader in Loan Brokerage launch and growth
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.
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
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.
Our team has been training commercial
loan brokers for a decade
LEADING Industry
Training PROGRAM
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.
What resources are needed to achieve your goals?
Get the loan broker training to start your team off on the right foot.