The Complete


Designed for entrepreneurs who are serious about achieving rapid success as Commercial Loan Brokers.

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.


Online Training & Broker Tools

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
Full Investment: $4,995


/ month for 2 payments

Live Training + Corporate Identity

Includes The Basic 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

Logo DesignCUSTOM LOGO - Brand strategy session followed by design of your corporate logo. Full custom design with unlimited revisions.
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$547 Value

Business CardsDESIGN + PRINTING - Full graphic design for your business cards. 1000 cards printed and shipped to your doorstep.
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$250 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

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

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

Total Value $31,297
Full Investment: $9,495


/ month for 3 payments


Our Most Popular Program

Includes The Start Up PLUS...

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.

$25 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.
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$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

Lead PipelineBONUS LEADS - 2 months of contacts to prime your pipeline. Minimum of 12 monthly businesses that are in your area, matching your target client profile, and have a revenue of $1M +

$1000 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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$7000 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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$7000 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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$7000 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.)
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$1500 Value

Credit Repair SystemCREDIT REPAIR BUSINESS - Boost clients' credit to improve their access to funding. Training & platform included. You generate revenue, but service delivery is 100% outsourced.

$2500 Value

Total Value $100,875
Full Investment: $19,495


/ month for 6 payments


Massive Marketing + Team Support

Includes The Executive 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

Lead PipelineLOCAL CLIENTS - 6 months of contacts to prime your pipeline. Minimum of 12 monthly businesses that are in your area, matching your target client profile, and have a revenue of $1M +

$7500 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 $147,950
Full Investment: $34,495


/ month for 9 payments

Ready to create your financial freedom by owning a successful finance company?


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.

Coaching & Mentoring

The most successful business owners have had the privilege of a seasoned mentor to help guide them on their way to the top.  Our coaching program now makes this opportunity available to all.

Your personal coach is a seasoned finance veteran with a minimum of 10 years experience owning and managing their own brokerage.  You will establish a detailed growth plan, hold regular coaching and accountability 1:1 sessions, get access to join monthly webinars with finance industry experts, and more.

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.