Compare the full program investment alongside the services you will use. Kick Start supports a self-directed launch; Executive adds substantial custom infrastructure; Elite adds team implementation services. Choose the combination of training, business assets and ongoing support you want to put to work.
Discuss Program Cost With JoshCurrent program prices and referral savings
The paid-in-full totals below show Josh’s $200 Kick Start discount and $1,000 Executive and Elite discounts. Published installment options are shown separately from the discounted paid-in-full totals.
Kick Start
Launch your own brokerage with training, tools and weekly coaching
Published program price, paid in full
$3,995
Paid in full after Josh’s $200 discount
$3,795
Referral code KICKSTART200
Published payment option: $1,331/mo × 3. See payment terms below.
Included support
- Self-paced commercial finance education
- Lender network and individual deal support
- Weekly coaching for six months
- Contracts, scripts, checklists and deal tools
- Ready-to-post social media templates
- Four-page website with copy and imagery
- 30-day CRM trial
Executive
A complete brokerage launch for you and a business partner
Published program price, paid in full
$19,495
Paid in full after Josh’s $1,000 discount
$18,495
Referral code EXEC1000
Published payment option: $3,249/mo × 6. See payment terms below.
Included support
- Education, lender access, deal support and Broker Toolbox
- Program for you and a business partner; three-day live Skills Boot Camp
- Weekly Jump Squad for three months
- Twice-monthly Masterminds for two years and one-to-one CEO mentoring
- Custom brand, 1,000 business cards and 10–15-page website
- Done-for-you marketing and live lender meetings for two years
- Broker CRM for one year and certification
- Mailed welcome letter, Broker Handbook and Colorado coffee
Elite
Launch or expand a commercial finance division with your team
Published program price, paid in full
$34,495
Paid in full after Josh’s $1,000 discount
$33,495
Referral code ELITE1000
Published payment option: $3,833/mo × 9. See payment terms below.
Included support
- Executive launch services and mailed welcome kit
- Multi-day training at your office and CEO-led team mentoring
- Private lender presentations and custom brand videos
- 500 printed eight-page corporate prospectuses
- SEO campaign for one year
- CRM for three users for one year
- Entity setup and three months of unlimited attorney consultations
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.
What changes between the programs?
Kick Start: learn and build independently
Build your foundation with education, lender access, individual deal support and six months of weekly coaching. Use ready-to-post marketing templates, practical deal tools, a four-page website with copy and imagery, and a 30-day CRM trial.
Executive: add launch infrastructure
Executive equips you and a business partner with three-day live skills training, CEO mentoring, a custom brand and 10–15-page website. Daily social posts, multiple blog articles each month and twice-monthly emails run for two years, alongside twice-monthly Masterminds. A year of CRM, printed business cards and certification round out the launch.
Elite: implement with a team
Elite adds multi-day training at your office, CEO-led team mentoring and private lender sessions. Your team also receives branded videos, 500 printed prospectuses, a year of SEO, three CRM users for one year, entity setup and three months of in-state attorney consultations.
Plan the full launch investment
Total payable
Get a written enrollment total for your chosen payment schedule, including the referral discount, payment dates and any additional fees.
Included service periods
Check coaching, CRM, marketing, website and support access. Ask what ends, what you own and what optional continuation would cost.
Expenses outside the program
Ask about hosting, subscriptions, live-training travel, entity costs or other expenses outside the agreed scope, then budget for your business’s own operations.
Written terms
Read the written cancellation and refund terms, upgrade terms and service deliverables for your selected program.
Assess your readiness to use the investment
Identify who you will approach for financing conversations, which products those customers need and where you need education or implementation help. Make room for prospecting, applications, documentation and lender follow-up. Your budget should cover training and launch expenses without depending on an immediate commission.
CLBI provides the training, lender access and included program support. Josh helps you evaluate the program options and fit before enrollment. Income and results are not guaranteed.
Talk through the investment with Josh
Use a 30-minute phone call to discuss your customer relationships, missing capabilities and program options. Review your program, referral savings and next enrollment step with Josh.
Discuss CLBI Programs With JoshSee how to request your referral discount
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