7 Steps to Launch an Equipment Finance Brokerage | Broker-in-a-Box
A practical 7-step checklist for launching your equipment finance brokerage. No theory. Just what to do, in what order, starting now.
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- The Key Takeaway
Frequently asked questions
How much money do I need to launch?
Between $2,000 and $10,000 covers everything -- entity, website, tools, and training. You are not funding deals. Lenders fund deals. Your job is to find them and package them.
Do I need a physical office?
No. Most equipment finance brokers work from home. Clients care whether you can get them funded, not whether you have a lobby.
How fast can I get my first deal funded?
There is no reliable universal timeline for a first funded deal. Training can improve preparation, but no program can guarantee a specific timeline. Some brokers fund deals quickly; others take much longer regardless of training.