CLBI — America’s Premier Commercial Loan Broker Training
Build a Commercial Finance Brokerage Around the Relationships You Already Have.
Turn your sales experience and business relationships into a commercial finance business. CLBI provides the training, lender access, coaching, and launch tools. Josh Shull, CLFP, helps you choose the program and put your enrollment plan together.
A 30-minute phone call about your goals, the programs, and a practical next step.
CLBI delivers the training and program services. Broker-in-a-Box is independent and may receive referral compensation when you enroll through Josh.
Make an informed decision
Hear from people who have used CLBI.
Explore participant perspectives on CLBI’s training, mentoring, and business launch support. You can also ask Josh about speaking with a recent participant whose background resembles yours.
Reviews describe individual experiences. Income and results are not guaranteed.
Practical support for the business you are building.
Education across commercial real estate, equipment, SBA, and working capital
Lender access, deal support, and documents you can use in your brokerage
Coaching to turn the coursework into a practical launch plan
Website, marketing, and team services matched to your selected program
Compare the paid programs
Choose how you want to launch your brokerage.
Compare the training, coaching, lender access, website, marketing, and support included in each program. Start with the essentials, launch with custom infrastructure, or equip a team.
Monthly figures are rounded. Your CLBI enrollment agreement sets out the exact payment schedule, discount application, service dates, any renewal charges, ownership and cancellation terms.
Program details checked October 21, 2026 against CLBI’s published programs and program materials. Referral savings shown are Josh’s offers.
CLBI provides the training and program support. Broker-in-a-Box may receive referral compensation if you enroll through its introduction. Income and results are not guaranteed.
Build from your existing strengths
A different starting point. A focused plan.
Your relationships and experience should shape your customer-acquisition plan and the training you choose.
Finance professionals expanding their business
Already in equipment finance, mortgage, SBA, or banking? Identify the additional products, lender relationships, and operational support you need for an independent or broader commercial finance business.
Your customer, dealer, and vendor relationships can provide a starting point. Learn how to qualify financing requests, work with lenders, and build a brokerage around the businesses you already understand.
Make financing a serious business line alongside the services you already provide. Compare a solo launch with the training, systems, and implementation needs of a team.
Also relevant for business brokers, commercial insurance professionals, accountants, and consultants who want to operate a financing business. A useful starting point is customer access, a clear support gap, and time to execute.
Your enrollment starts a working relationship with CLBI’s team. Welcome calls, a project coordinator, and your program’s education and coaching give you a clear place to begin.
Compare your target customers, support needs, investment, and timeline with Josh. Select Kick Start, Executive, or Elite, then review your enrollment agreement and referral savings.
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Get a personal welcome from CLBI
Welcome calls and a project coordinator introduction help you get started. Executive and Elite clients also receive a welcome package by mail with a welcome letter, the Broker Handbook, and local Colorado coffee.
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Learn with coaching and deal support
Work through your education and use your program’s coaching to apply it. Bring real borrower scenarios, improve your deal packaging, and learn how to match requests with lender requirements.
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Put your brokerage into motion
Build a prospect list, start financing conversations, and follow up consistently. Use your included website, tools, and lender network. Executive adds custom branding and managed marketing; Elite adds onsite training and team services.
Practical questions before you choose a program
Kick Start gives a self-directed broker education, lender access, tools, six months of weekly coaching, and deal support. Executive adds a supported launch for you and a business partner with live training, custom branding, website, marketing, CRM, and mentoring. Elite adds onsite team training and services for a larger operation.
You can start without a lending background. CLBI’s education covers the products, terminology, documentation, and deal process, while coaching helps you apply what you learn. Sales experience, organization, and business-owner relationships provide a useful foundation. Existing finance professionals can build on their knowledge and expand their product and lender access.
Start with existing customers, equipment dealers, professional referral partners, and other business-owner relationships. CLBI provides outreach scripts and marketing templates; Executive and Elite add two years of managed marketing. Consistent prospecting, useful financing conversations, and follow-up remain part of your work as a broker.
It requires consistent time for prospecting, document collection, lender coordination, and follow-up, including availability during business hours. Discuss a realistic weekly schedule and any employment obligations before making a commitment.
CLBI delivers the education, lender access, coaching, and launch services included in your program. Josh helps you compare the programs, apply his referral savings, and plan your enrollment.
Kick Start: save $200 with code KICKSTART200, bringing the paid-in-full price to $3,795. Executive: save $1,000 with code EXEC1000, bringing the paid-in-full price to $18,495. Elite: save $1,000 with code ELITE1000, bringing the paid-in-full price to $33,495. Mention the code when arranging your enrollment with Josh. Payment-plan totals and discount application are set out in your written enrollment terms.
CLBI’s welcome process includes welcome calls and an introduction to your project coordinator. Executive and Elite clients receive a mailed welcome package with a welcome letter, the Broker Handbook, and local Colorado coffee. Your selected program determines your training, coaching, and launch services; Josh can walk you through the sequence and available live-training dates before enrollment.
Requirements depend on the locations, financing products, and role involved. Include licensing and compliance research in your launch plan, and obtain qualified advice for the activities you intend to perform.
No. Building a commercial finance brokerage requires active prospecting, relationship building, deal packaging, and follow-up. Results depend on your execution, borrower demand, lender approval, and transactions actually funding. Plan for launch expenses without relying on an immediate commission.