Choose the support your business needs
CLBI brings commercial-finance education, lender relationships, practical tools and experienced coaches into one brokerage launch system. Start with a foundation you can build yourself, add a custom brand and marketing engine, or equip a whole team. Compare exactly what you receive and choose your next step with Josh.
Discuss CLBI Programs With JoshBroker-in-a-Box is independent from CLBI and may receive compensation if you enroll through its introduction. CLBI provides the training and program support.
Compare the three paid programs
Start with the level of implementation help you will actually use. Each program includes a different combination of education, support and launch services.
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.
Turn your existing experience into a brokerage launch
You have access to customers
You work with business owners, buyers, vendors or referral partners and can describe where your first financing conversations will come from.
You want a practical system
Build on relevant product knowledge, lender access, deal-packaging tools and operational systems supplied in your selected program.
You are ready to put the tools to work
Set a regular schedule for prospecting and follow-up, with a launch budget that supports the work of building a pipeline.
You want your own finance business
Use your relationships with business owners to develop financing conversations, manage applications and coordinate transactions with lenders.
Match the program to your launch
- Kick Start: Build independently with self-paced education, lender access, deal tools, six months of weekly coaching, individual deal support, marketing templates, a four-page website and a 30-day CRM trial.
- Executive: Launch with a business partner, a custom brand and 10–15-page website, two years of marketing, live skills training, one-to-one CEO mentoring, Masterminds and a year of CRM access.
- Elite: Bring training to your office and develop your team with CEO-led mentoring and private lender sessions. Add branded videos, printed prospectuses, one year of SEO, three CRM users and entity setup with attorney consultations.
Plan the full launch investment
- The products and lenders relevant to your intended customers, and how submission and deal support work.
- The included service periods and any optional website, CRM or marketing renewals after those periods end.
- The total payable under your chosen payment schedule and the treatment of your referral discount.
- Current written cancellation and refund terms, plus ownership and ongoing costs for your website, branding, CRM and data.
- How you will find customers and make time for prospecting, documentation and lender coordination.
Read participant experiences
CLBI's Google reviews offer individual perspectives on its training and support. Use them alongside a discussion about the services you need and the current program terms. Individual experiences do not establish typical results.
Read CLBI's Google reviews (opens in a new tab)After enrollment
CLBI’s welcome process includes team welcome calls and an introduction to your project coordinator. Executive and Elite clients also receive a welcome package by mail with a welcome letter, the Broker Handbook and local Colorado coffee. Your selected program then guides the education, coaching and launch services you put to work.
Work through your program choice with Josh
Bring your customer relationships, intended financing products and questions about launch support. Compare the program benefits, review the investment and plan your next step with Josh.
Discuss CLBI Programs With JoshStill comparing training approaches?
Already spoken with Josh? Request My Enrollment Link (opens your email app)