BROKER TRAINING

Are you a mortgage broker/LO looking to get into the commercial game?

We provide step-by-step training to help you gain experience and knowledge in the world of investment real estate funding - one play at a time.

For over 21 years, we have been helping brokers like yourself succeed and enter this lucrative aspect of financing.

If you do not want to get into commercial funding, we are happy to provide a referral fee on closed transactions you refer to us.

Not good with paperwork? You originate, we can PROCESS for you!
Team up with us and WIN!

When you're ready to step up your game.

Need Expert Advice? Schedule a Session!

Book now for only $49!

You'll receive great information that can push your knowledge of commercial deals to the next level!  When most are only doing residential deals, and your colleagues don't know what to do - we can help!  Cash in on commercial business by stepping up your knowledge so you can look good to your prospective client. 

1. Easy to incorporate into your schedule (available in 30 or 60 minute sessions).

2. Pay as you need help (choose from single session, 4 session, and 8 session packs).

3. You choose the topics (can be student led Q&A, or a list of topics to cover with your coach) OR choose from our commercial training modules.

Both are great options: 1) For the broker who wants to train and come at it with basic core knowledge, then go apply it.  2) By session (as needed) for those who get a commercial deal in the door and want training/guidance along the way.  Either way, you are in control of how you want to learn!

Current (we are always updating based on the needs of our brokers) commercial loan training modules* are:

Module 1 - What to do when a deal comes in the door

Module 2 - Client documents to review

Module 3 - Work it, deny it, delay it - sizing the deal up for placement

Module 4 - Lender selection

Module 5 - Loan application and package

Module 6 - Broker fees, contract, pricing tips

Module 7 - Preliminary acceptance by lender and selling the deal

Module 8 - Term sheet request, execution, what next (due diligence)

Module 9 - Ordering title, appraisal

Module 10 - Closing time frames, managing client expectations

Module 11 - Common problems

Module 12 - Finding new deals

*It is recommended that these modules be learned/taken in sequence. As they build on one another in the learning process. The 30 minute sessions will be a skinny version vs. the 60 minute sessions which allow for more conversation and depth of the module.

Terms:  After we receive your payment, we will call you within one business day to schedule the date/times that work best for our training sessions - done over Zoom.  

 

If you know you want multiple training sessions, it is highly suggested you book all sessions in advance to get on our calendar!  You can schedule as many sessions per week as you like, depending on availability and how quickly you want to learn.

Fees paid are non-refundable. Please provide at least a 24 hour notice if you need to reschedule for any reason. Sessions may be rescheduled up to 30 days out, based on availability on our calendar.

We keep our fees low to allow affordable training!  In exchange, as we work through a deal with you, we ask for an honorarium of just 0.25% (one fourth of a percent) of your origination fee as a mentor fee when your deal(s) close.  This is paid to us on the honor system.

There are no special licenses (most states), software, or other expensive costs needed for training.  

Note:  Sessions are one on one (individual broker/loan officer).  Contact us for group rates, based on number of attendees and length of consultation and/or training. 

Let's Get You Started!

 

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Let us help you make more money.

Existing clients who own investment properties.

New clients you can source for business.

....and a guide along the way to closing!

Help is here, when you need it.