Premier Business-in-a-box packages with real results. Honest pricing. No hidden fees.
THE Kick-START
Start a New Brokerage
-
pOnline Education
Comprehensive Training Portal
Learn at your own pace, wherever you are. On-demand video courses covering everything you need to know to get started in the industry, including terminology, loan types, placement and documentation, marketing and lead generation, and more.
-
pLender Network
Lender Access
Lenders ready to finance your clients. Immediate access to lenders working in real estate, equipment, SBA, working capital and more.
-
pBroker Toolbox
Documents & Tools
All tools needed for a brokerage. Includes contracts, scripts, product cheat sheets, loan analysis tools, documentation checklists, and more.
-
pCoaching & Support
Expert Guidance
Weekly coaching sessions for six months, plus one-on-one deal support. Get personalized assistance on active deals and strategic guidance to accelerate your brokerage success.
-
pMarketing Templates
Social Media Content
Ready-to-post templates with professional imagery and copy for LinkedIn, Facebook, and other platforms. Build your brand presence with proven content that drives engagement and attracts clients.
-
pStarter Website
Stage 1 Website
Four-page industry website with all copy, imagery, published at your domain. Use as-is or easily customize yourself to establish your online presence and start attracting clients immediately.
-
pStarter CRM
Brokerage Dashboard
CRM to manage contacts, deals, and outbound marketing. Track your pipeline, notes, attachments, and communications, plus an integrated calendar & email inbox to streamline your entire business workflow. Provided as a 30 day free trial.
$3,995
THE EXECUTIVE
Complete Brokerage System
Includes the Kick-Start PLUS…
-
pPremier Live Training
Comprehensive Training
Industry leading education includes live Zoom multi-day Skills Boot Camp, 90-day Jump Squad launch program, and 2 years of Broker Masterminds for continuous education and skill development.
-
pCEO Coaching
Our CEO Is Your Mentor
One on one personal coaching from our CEO and founder. Benefit from your mentor’s 30+ years in commercial lending and vast experience launching 100’s of brokerages and providing over $1B in financing.
-
pCorporate Identity
Custom Branding
Complete identity creation including custom logo design, business card design with 1000 printed cards, professional social media graphics to establish your brand presence, and domain registration for one year.
-
pFull Custom Website
Results Driven Website
Fully custom 10-15 page website designed through an iterative process to match your exact vision. All content professionally written for your unique brokerage with complete design and development published at your domain.
-
pMarketing Campaign
Comprehensive Marketing
Two-year comprehensive marketing program including daily social media posts on LinkedIn and Facebook, multiple monthly blog articles, and regular email campaigns to your entire database. All done for you so you can focus on running your brokerage.
-
pLive Lender Meetings
Direct Lender Access
Multiple live meetings with each month with lenders for 2 years. Learn their programs and build strong personal relationships. Develop direct connections with funding sources to accelerate deal closings.
-
pPitch Decks & Brochures
Sales Tools
Custom branded pitch decks and digital brochures for client meetings and referral partner presentations. Professional materials showcasing your programs and unique advantages, all designed to drive sales and partnerships.
-
pLoan Broker CRM
Specialized Broker Platform
Full-featured CRM customized for commercial loan brokerages. Purpose-built system with industry-specific workflows, deal tracking, and automation to maximize your brokerage efficiency. One year of access included.
-
pBroker Certification
Certified Status
Become a Certified Commercial Loan Broker with comprehensive verification process, professional badge, online profile, marketing tools, and continuing education. Stand out as a trusted, ethical professional in the commercial lending marketplace.
$19,495
( $3249 / month for 6 months )
THE ELITE
Build a Strong Team
Includes the Executive PLUS…
-
pIn Person Team Training
Onsite Training Program
Multi-day intensive training delivered at your office location, customized to your team’s specific needs and challenges. Build a high-performing team with hands-on, in-person education coaching tailored to your brokerage.
-
pTeam Mentoring
CEO-Led Team Sessions
Ongoing coaching sessions exclusively for your team delivered by our CEO. Receive custom support, training, and strategic guidance specifically designed to address your team’s unique challenges and accelerate success.
-
pBrand Videos
Custom Video Production
Professional videos created specifically for your brokerage to use on your website and social media channels. Showcase your expertise and build trust with compelling visual content that drives engagement.
-
pPrivate Lender Access
Exclusive Lender Sessions
Private presentations from lenders directly to your team to build relationships, answer questions, and establish strong connections. Ensure your team has direct access to key funding partners.
-
pSEO Campaign
Search Engine Optimization
SEO campaign including on-site optimization (speed, meta-tags, schema, content optimization), off-site optimization (back links, local listings, articles), and keyword rank tracking for a full year.
-
pCRM for Team
Team Management Platform
Industry CRM access for three team members for a full year. Complete oversight dashboard showing team pipeline, activities, contacts, and notes, enabling effective management and performance tracking across your entire brokerage.
-
pSales Prospectus
Premium Sales Collateral
Eight-page glossy corporate prospectus with stitched binding for client meetings. Five hundred professionally printed booklets with custom design, shipped directly to your office for high-impact presentations.
-
pLegal & Incorporation
Complete Legal Support
Entity creation consultations with business name research and filing services, plus unlimited attorney consultations in your state for three months. Professional legal foundation and ongoing support to launch your brokerage with confidence.
$34,495
( $3833 / month for 9 months )
Ready to create your financial freedom by owning a successful finance company?
VIRTUAL ACADEMY
The Academy is a comprehensive loan broker training program that allows you to learn on your schedule, at your speed, wherever you are. You no longer need to travel to attend lectures - you can stream them from anywhere in the world. Pause, rewind, take notes, and even ask questions of your own personal coach.
The instructors in our commercial loan broker training program have 30+ years of experience in commercial lending, banking, and growing and running brokerages. From their time in the trenches working directly with clients they have learned what works and what doesn’t in the real world. They have now distilled years of experience down into the most results-focused training program on the market today, complete with a practical, step by step program for attracting clients and closing deals.
SKills Boot Camp
Industry knowledge is critical, but it isn't enough. What separates superstars from average brokers is how they work with others. A broker's revenue and lifestyle can be transformed by minor tweaks to how they pitch, overcome common objections, and drive the deal process from initial conversation to close.
Our Skills Boot Camp is a 3 day intensive focused on teaching, practicing, and refining these skills. Students rehearse key conversations they will have with clients, lenders, and partners. They get immediate immediate feedback from the coaching staff, refining their presentations and scripting in drill after drill. The Boot Camp is about perfecting your craft and making sure you are 100% ready to ace every situation you will face as a broker.
Marketing for brokers
In today's world, books are judged by their covers. And you will be judged on the the quality of your website, the look of your logo, and what you posted on social media this week. Our marketing packages cover all of these critical components and more.
Our team of marketing specialists works to make your look like a rock star by crafting your brand, designing your website, sending out targeted marketing emails, posting regularly on your social media accounts, and publishing high quality articles directly on your website. Our marketing services even include your own commercial loan broker CRM to make sure you are staying on top of (and in front of) every contact you have.
Stand out in a crowded market as a Certified Loan Broker. Show clients your expertise and skill.
Stand out with Certification
lenders & Toolbox
Our complete loan broker toolbox is packed with every tool you need to effectively grow and run your brokerage, including full access to an enormous lender network waiting to finance all the loan types your clients will need.
Most commercial loan brokers have to develop these tools through lots of trial and error, taking up precious time they could be using to close deals. Our team has done all the trial and error for you to develop the most comprehensive, tried and tested system. With our proprietary toolbox you can close more deals, see a boost in marketing, and avoid costly mistakes.