Commercial loan broker training is an investment in the skills, lender relationships and systems you will use to build a business. With CLBI, you can start with education and guided support, add a custom brokerage launch, or bring training and implementation services to an entire team.
Compare Your Investment With JoshCLBI program prices and what you receive
The paid-in-full prices below include Josh’s $200 Kick Start savings or $1,000 Executive and Elite savings. Published installment options appear separately. Open each program page for the full training, coaching, technology and launch-service details.
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.
Match the investment to the launch you want
Kick Start: build your foundation
Self-paced commercial-finance education, lender access, practical documents and scripts, six months of weekly coaching and individual deal support. A four-page website with copy and imagery, marketing templates and a 30-day CRM trial give your independent launch a starting system.
Executive: launch with a built-out business
For you and a business partner: custom branding, a 10–15-page website, 1,000 printed business cards and two years of marketing. Add three-day live skills training, one-to-one CEO mentoring, Masterminds, CRM and certification so you can focus on developing customer and lender relationships.
Elite: equip and train your team
Add multi-day training at your office, CEO-led team mentoring and private lender presentations. Branded videos, printed prospectuses, a one-year SEO campaign, three CRM users and entity setup with attorney consultations support a coordinated team launch.
Compare the full value of the program
Skills you can use
Look for education and practice in assessing requests, packaging a transaction, communicating with borrowers and working with lenders.
Support while you implement
Compare the named coaching components and included periods. Six months of Kick Start weekly coaching, Executive’s three-month Jump Squad and two-year Masterminds are distinct program elements.
Business assets built for you
A starter website, a custom brand, a full website and a managed marketing campaign solve different launch needs. Compare the specific deliverables and who does the work.
Tools that support your daily workflow
Documents, loan-analysis resources, CRM pipeline tracking, an online application and follow-up automation help you organize the work after training.
Budget for the business around the program
Include your operating expenses, prospecting time, business setup and any travel alongside the program investment. Review optional subscription or service renewals after the included periods, ownership of your brand and data, and written cancellation and refund terms.
Building a brokerage takes consistent outreach, documentation and follow-up. Income and funded transactions are not guaranteed; plan your launch without depending on an immediate commission.
Choose your program and plan your next step
Talk directly with Josh Shull, CLFP about your background, the customers you want to serve and the support you want in place. Compare the investment, available referral savings and enrollment steps in a 30-minute phone call.
Discuss CLBI Programs With JoshSee detailed program costs and payment options
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