STEP 1
Identify the opportunity
Describe the customers and transactions the finance capability will serve. Keep a short list of real questions to discuss with Josh; avoid sharing sensitive borrower documents through a general inquiry form.
Start with the business you want to build.
Start with your existing business: the clients you serve, the financing requests you encounter and the person who would run the new operation. A defined customer focus and accountable owner make the training and system choices more useful.
Your first planning conversation
- What financing needs are you already hearing from business owners or acquisition clients?
- Will you run the brokerage yourself, with a partner or through a team?
- Which services would you implement internally, and where would launch support save your team time?
A practical starting plan
STEP 2
Assign the work
Decide who owns qualification, document collection, lender submissions, client updates and follow-up. Identify the tools and training those people need.
STEP 3
Choose your launch support
Compare the brand, website, marketing, coaching and lender-meeting services against the work your business can carry out itself.
Choose the support you will use.
Executive deserves a close look when you want a supported brokerage launch with custom branding, a website, managed marketing and mentoring. Elite adds team training and implementation services. Kick-Start remains a foundation for a self-directed launch. Josh can help match the scope to your business and participants.
Compare programs, inclusions and tuitionA useful first watch: The 7 Questions to Ask Before You Take Any Deal.
Take your next step toward a brokerage of your own.
Talk through your market, support needs and launch investment with Josh. If you have already chosen a program, you can get started through the program comparison.
Frequently Asked Questions
You can start with Kick-Start and upgrade to Executive by paying the difference between the programs. Confirm how your prior payments, offers and included service dates apply before upgrading.
Josh helps you connect your background, customer opportunities, available time and investment with the CLBI education, lender resources, coaching and launch services you would use.
Put your launch plan on paper.
Read the free Starter Kit, use the launch checklist, and identify the areas where training and support could help. CLBI’s downloadable checklist and email resources are also available.
Read the Free Starter Kit NowGet CLBI’s free launch checklist
Over 100 steps to help you prepare your brokerage. Sign up directly with CLBI for the download and its educational email resources.
Get CLBI’s ChecklistOpens CLBI’s existing signup form. CLBI handles delivery and email follow-up. CLBI privacy and terms.
Broker-in-a-Box may receive referral compensation if you enroll through our introduction. This does not change your cost. Income is not guaranteed. Results vary.