Launch a Real Equipment Finance Brokerage
We build the infrastructure with you -- broker website, lender rolodex, outreach system, and live deal support -- so you can start working real deals faster.
DFY broker website + application funnel
Lender Rolodex + who-funds-what notes
3 live deal rooms/week + 1:1 onboarding
Industries Our Brokers Serve
Real Brokers. Real Results.
These are real Broker-in-a-Box members. Their results are not typical, and your outcomes will depend on your effort, experience, and the deals you work. We do not guarantee any specific results.
"I went from knowing nothing about equipment finance to having real deals in my pipeline in under 60 days. I closed my first funded deal in Month 2 and made more on that one commission than I used to make in a month at my old job."
Patrick M.
Former construction foreman turned equipment finance broker
"The Lender Rolodex and outreach scripts alone saved me months of trial and error. Instead of guessing where to send files, I had a clear plan. Within a few weeks I had vendors sending me their tough deals and my first real pipeline."
Alicia R.
New broker who started part-time next to a W-2
"Josh's Broker-in-a-Box is the real deal. He walks you through the entire process from start to finish in a way that's clear, practical, and easy to follow. The step-by-step guidance, real-world examples, and proven strategies gave me the confidence to start taking action immediately. If you're serious about getting into equipment finance brokering, this is the blueprint."
Jeff K.
Broker-in-a-Box Member
The Equipment Finance Opportunity
Equipment financing sits inside a $1T+ equipment finance and commercial lending market most people never think about
Broker-in-a-Box is a hands-on, done-for-you program
We don't just teach you -- we help you build a real brokerage. DFY Launch is the fastest path: we build your website, match a starter opportunity, and work alongside you for 30 days. Core is the lower-entry option for self-starters who want the same tools and coaching at their own pace.
Either way, you get real tools, real lender access, and real coaching -- not courses and good luck.
Nearly every truck, machine, and piece of revenue-producing equipment has to be financed by someone. While everyone's chasing crypto, flipping houses, or launching the next "agency," a quiet group of equipment finance brokers is making real money helping businesses get the equipment they need to operate and grow.
As a broker, you're the matchmaker between businesses that need equipment -- trucks, excavators, printing presses, medical devices, manufacturing machinery, restaurant equipment, you name it -- and the lenders who can say yes when banks say no.
On many deals, brokers earn 2-10% of the funded amount in commission:
- •A $50,000 deal might put $2,000-$5,000 in your pocket.
- •A $100,000 deal can mean $4,000-$10,000+.
- •Larger "story credit" or specialized equipment deals can go well into five figures per transaction.
You don't need dozens of closings a month. Just a few solid funded deals can build a real business -- and many brokers do it with nothing more than a laptop, a phone, and the right lender relationships.
Commission figures are illustrative examples. Your results will depend on your effort, deal quality, and market conditions. We do not guarantee any specific earnings.
What Equipment Finance Originators Actually Earn
According to Wheeler Business Consulting's 9th Annual Equipment Finance Compensation and Production Survey (reported by deBanked in January 2025):
50% of surveyed equipment finance originators earned more than $200,000 in total compensation last year.
Nearly half of that group reported over $300,000.
The sample included originators from banks, independent finance and leasing companies, and broker/syndication shops.
This is industry data, not a guarantee of your results. Six-figure income in equipment finance is common for experienced producers who consistently originate and close deals.
Source: Wheeler Business Consulting LLC, via deBanked (Jan 8, 2025)
Read the full survey on deBankedBanks are saying no to small businesses -- but they still need equipment.
Alternative lenders are hungry for well-packaged deals.
Brokers who can connect the two -- with clean packaging -- are in demand.
What You Actually Need to Get Started
A phone and internet connection
Basic communication skills (we show you exactly what to say)
The Lender Rolodex (we give you this inside the program)
Willingness to talk to business owners and treat this like a real business
Who's Behind Broker-in-a-Box?
Josh Shull
Founder, Broker-in-a-Box
Certified Lease & Finance Professional
Director of Sales, Direct Lender
Hundreds of Deals Closed
Daily Vendor & Owner Conversations
I'm the Director of Sales for a direct equipment finance lender. I live in the world of story credit and weird files -- construction guys, printers, medical practices, and manufacturers trying to grow their businesses.
I built Broker-in-a-Box because I got tired of seeing new brokers fail for preventable reasons: no lender relationships, bad packaging, no real system.
This program gives you the same tools and playbook I use every single day.
Real talk: I don't hand you a stack of videos and wish you luck. This is a hands-on, execution-focused program. I give you real tools, real lender intel, and real coaching -- and I expect you to treat it like a real business.
What's Inside the Box
Real tools to start working deals in 60 days. Not videos and good luck.
DFY Broker Website + Funnel
Included in DFY Launch / $2,500 add-on for Core
Lender Rolodex
15-30 active funding partners + who-funds-what notes
Deal Toolkit
Apps, templates, checklists
Outreach Scripts
What to say to vendors & borrowers
Deal Playbook
Structure deals like a pro
Battle Plan
45-Day daily checklist + launch roadmap
Pipeline / CRM Framework
Track deals in any CRM
Deal Labs + Live Coaching
3 sessions per week + 1:1 onboarding
Result: When vendors or borrowers look you up, you look like a real broker on Day 1 -- not a side-hustle experiment.
Your Launch Timeline at a Glance
Here's what execution looks like when you follow the system. DFY Launch members get the fastest start.
By Day 7
- •Onboarding complete: training access, Lender Rolodex, and Deal Toolkit ready
- •Lender map reviewed -- you know who funds what
- •Website intake started (DFY Launch) or scripts and outreach list built (Core)
- •First prospect conversations started using the outreach scripts
By Day 30
- •DFY Launch: website live, starter opportunity matched, first packages being built
- •Regular outreach to vendors and business owners using the scripts
- •Multiple real conversations about equipment financing
- •Collected apps, bank statements, and quotes on early opportunities
By Day 45 -- Guarantee Checkpoint
- •Pipeline traction: borrower/vendor conversations, credit packages built, lender matching underway
- •DFY Launch: first lender submissions sent or in final review
- •Core: 30+ daily actions completed (tracked in your Battle Plan)
- •If you've done the work and haven't hit the pipeline benchmarks, your guarantee applies
Day 60
- •You've submitted deals to lenders from your Rolodex
- •You've seen approvals, counteroffers, maybe a decline or two (that's normal)
- •Real infrastructure in place: website, pipeline, lender relationships, repeatable process
- •Clear path to your first funded transaction and commission
We do not promise or guarantee any specific income or results. But we can give you the exact system, tools, and coaching to compress your learning curve and get working deals faster.
What Your Week Actually Looks Like
Most new brokers can run this in 7-10 focused hours per week around a job or business.
- 1-2 hours:Reviewing training modules, Deal Playbook, and real deal examples
- 3-5 hours:Vendor and borrower outreach using the scripts (calls, DMs, follow-ups)
- ~1 hour:Deal Lab Zoom call for deal review, outreach feedback, and Q&A
Who Is Broker-in-a-Box For?
Whether you're starting from scratch or already brokering deals, the system meets you where you are.
New Broker
Serious beginners who want speed and support
- Sales pros and career changers ready to build
- DFY Launch = fastest path (website + lender matching from day one)
- Lender Rolodex so you know who to call and why
- Scripts for every conversation -- vendors and borrowers
- Week-by-week Battle Plan so you never wonder "what next?"
No finance background required. If you can talk to business owners and follow a plan, you can do this.
Established Broker
Already brokering, want to level up
- Tighten packaging and get faster approvals
- Expand lender options with active funding partners
- Move faster with stronger structure and review
- Upgrade your web presence and credibility overnight
- Get deal review from Josh directly
If you already broker deals, DFY helps you tighten packaging, expand lender options, and move faster with stronger structure and review.
Good Fit
- Willing to treat this like a real business
- Can commit 7-10 hours per week
- Like talking to business owners
- Okay with hearing "no" sometimes
Not a Fit
- Want push-button passive income
- Refuse to talk on the phone
- Looking for MCA or general "business funding"
- Unwilling to take responsibility for your results
Not sure if DFY or Core fits best? Book a call and we'll map the right path.
Two Ways to Launch
DFY Launch is the fastest path. Core is the lower-entry option for self-starters.
Fastest PathDFY LaunchWe build + accelerate | Self-StarterCoreLower entry point | |
|---|---|---|
| Lender Rolodex (15-30 + who-funds-what) | ||
| Battle Plan + Deal Toolkit | ||
| Live Deal Labs (8+ weeks) | ||
| 1:1 onboarding call | ||
| First file review before submission | ||
| DFY broker website + application funnel | ||
| Starter opportunity + lender placement plan | ||
| Priority review + package build support | ||
| Guarantee | 30-Day Approval Win | 45-Day Pipeline |
Fastest Path
DFY Launch
We build your site + match a starter opportunity + work with you for 30 days.
Done-for-you launch + 30-Day Approval Win Guarantee
- Done-for-you broker website + application funnel + tracking
- Starter opportunity + lender placement plan (matched + guided)
- Deal desk support: package build + lender placement plan
- Priority review for first submission
- Deal Labs 3x per week for 8+ weeks
- 1:1 onboarding + launch plan
- Lender Rolodex + Deal Toolkit + Battle Plan
- Private community access
Self-Starter
Core
You get paid first. We help you build pipeline and submit deals.
$1,497 today + $1,500 after your first commission
- 45-Day Battle Plan (daily checklist)
- Deal Labs 3x per week for 8+ weeks
- First file review before submission
- Lender Rolodex + "who funds what" notes (15-30)
- Deal Toolkit: scripts, templates, checklists, intake packets
- CRM framework + pipeline tracking
- 1:1 onboarding call
- Private community access
Optional website sprint available -- see below
Optional for Core: DFY Broker Website Sprint
Core Add-OnFor Core enrollees who want a professional site without building it themselves.
- Authority site + application funnel
- Tracking installed (GA4 + UET)
- Delivered fast
How Core Payment Works
$1,497 due today to enroll and get immediate access to everything in Core.
$1,500 due after your first earned commission is received (money hits your account). You agree to report your first commission within 48 hours and provide basic proof (redacted is fine). Card on file authorization is required for the success payment.
Limited spots -- enrollment closes when cohort fills or the price may go up.
Our Guarantees
We put real commitments behind both enrollment options. Do the work, and you're protected.
45-Day Pipeline Guarantee
Do the work for 45 days. If you don't build real pipeline traction, you get your $1,497 back.
Action requirements
- Complete 30 of 45 daily actions (tracked)
- Attend 4 Deal Labs (or watch replays + submit notes)
- Provide proof of outreach activity
Pipeline outcomes (by Day 45)
Must achieve at least 2 of:
- 1.10 qualified borrower conversations
- 2.5 qualified vendor conversations
- 3.2 complete credit packages built correctly
- 4.1 lender submission sent (after review)
If you do the actions and don't hit the outcomes, you get your $1,497 back.
30-Day Approval Win Guarantee
Get a written lender offer / term sheet OR confirmed underwriter review on a complete matched submission.
Your requirements
- Complete onboarding within 72 hours
- Respond to requests within 24 business hours
- Provide required docs for the starter opportunity
What "win" means
A written lender offer/term sheet (conditional approval) OR confirmed lender review on a complete, matched submission -- within 30 days of enrollment.
If not achieved within 30 days:
We keep working with you at no additional cost until you get your first approval/offer (up to 60 additional days).
Approval depends on lender criteria and documentation; no income or funding guarantee.
Commission figures are illustrative examples from the equipment finance industry. They are not guarantees or typical results. Your outcomes depend on your effort, market conditions, and many factors outside our control.
Still on the Fence?
Here's what happens when you try to do this alone vs. with Broker-in-a-Box:
I don't have finance experience
DIY Approach
(Slow, expensive, frustrating)
Try to figure it out alone through trial and error
Broker-in-a-Box
(Fast, proven, supported)
Get proven scripts, Lender Rolodex, and Deal Playbook from day one
I don't know any lenders
DIY Approach
(Slow, expensive, frustrating)
Spend months cold-calling lenders who ignore new brokers
Broker-in-a-Box
(Fast, proven, supported)
Start with 15-30 active funding partners + 'who funds what' cheatsheet
I can't afford to quit my job
DIY Approach
(Slow, expensive, frustrating)
Jump in full-time with no safety net
Broker-in-a-Box
(Fast, proven, supported)
Start part-time (7-10 hrs/week) and scale as deals close
What if I can't find clients?
DIY Approach
(Slow, expensive, frustrating)
Wing it with generic cold calling
Broker-in-a-Box
(Fast, proven, supported)
Use proven vendor outreach scripts and the Battle Plan targeting strategies
The Choice is Clear
You can spend months (or years) figuring this out on your own, or you can fast-track your launch with a proven system, live coaching, and direct support from someone who does this every day.
Limited spots available. Enrollment closes when cohort fills.
Frequently Asked Questions
Still Have Questions?
Reach out to Josh directly -- he responds to every message personally.
How to Become a Six-Figure Equipment Loan Broker
A behind-the-scenes look at how brokers earn $1,500-$10,000+ per deal in a $1T+ market.
Serious about launching? Skip the guide -- Book the call.
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Quick Application
Takes about 60 seconds
Questions? Email js@greatwesternpartnerscorp.com or call 316-285-0705
Do the Research. Then Make a Decision.
Free guides written by people who actually broker equipment finance deals. No theory. No sales pitch. Just the information you need to decide if this business is right for you.
How to Become an Equipment Finance Broker
The real path. No fluff, no gatekeeping.
How Brokers Make Money
Deal economics, commission math, honest numbers.
Broker Training Guide
What actually matters vs. what wastes your time.
Start a Brokerage
Entity to first deal. The launch playbook.