CLBI referral savings. View discounts

Josh’s CLBI Referral Discounts

Josh ShullUpdated October 2026

Save $200 on Kick Start or $1,000 on Executive or Elite through Josh’s CLBI referral discounts. Compare the program benefits below and use your matching referral code when you enroll.

Discuss Your CLBI Discount With Josh

Direct 30-minute phone conversation with Josh. Broker-in-a-Box is independent from CLBI and may receive referral compensation if you enroll through its introduction.

CLBI Enrollment Discounts

Discuss the program and referral savings that fit your launch.

Kick Start Program

Published price: $3,995. Paid in full with Josh’s discount: $3,795.

KICKSTART200$200 off
Executive Program

Published price: $19,495. Paid in full with Josh’s discount: $18,495.

EXEC1000$1,000 off
Elite Program

Published price: $34,495. Paid in full with Josh’s discount: $33,495.

ELITE1000$1,000 off

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.

How to use your referral savings

  1. 1

    Book directly with Josh

    Use the CLBI call button to choose a time. Bring your business idea, customer relationships and questions about the support you need.

  2. 2

    Choose the right level of support

    Discuss the services you will use, your ability to implement them and the total investment. The discount should support a suitable program choice.

  3. 3

    Apply your program code

    Use KICKSTART200 for Kick Start, EXEC1000 for Executive or ELITE1000 for Elite. Review your written enrollment total and payment schedule before paying.

Choose by the services you need

Kick Start: For self-directed individuals using education, lenders, deal support and six months of weekly coaching while building much of the operation themselves. Experienced professionals can fit this option.

Executive: For you and a business partner: a supported launch with custom branding, a 10–15-page website, two years of marketing, CRM, live training and mentoring.

Elite: For teams building a finance business: onsite training, CEO-led team mentoring, private lender sessions, branded videos, SEO and added legal and implementation support.

Compare prices and included services

Your enrollment details in writing

  • Your final program price, discount eligibility, payment dates and total payable.
  • The exact service scope, included periods and any optional renewal or operating costs.
  • Written cancellation and refund terms, plus ownership of your website, branding and data.
  • Your customer development plan and time to prospect, handle documentation and follow up with lenders.

CLBI provides the program’s training and support. Josh helps you evaluate the program options and fit before enrollment. Income and results are not guaranteed.

Talk through your CLBI program and savings

Discuss the right support level, current pricing and Josh’s referral discount before you make a paid enrollment decision.

Discuss CLBI Programs With Josh

Already spoken with Josh? Request My Enrollment Link (opens your email app)

Frequently Asked Questions

Josh Shull, CLFP

Director of Sales at Global Financial & Leasing Services, with 9+ years in commercial equipment finance. Josh helps experienced professionals evaluate brokerage fit and compare CLBI's paid training and launch support.

Learn more about Josh

Discuss your CLBI program options with Josh.

Use a 30-minute phone call to compare your goals, the support you would use, and the investment for your launch.