Launch Your Equipment Finance Brokerage
Broker-in-a-Box helps you start an equipment finance brokerage with lender access, deal tools, and hands-on support. Choose Done-For-You or Core.
Done-For-You
We build it with you. $7,500
Core
You build it. $1,497 to start
100% remote. No finance background required.
Industries Our Brokers Serve
The Equipment Finance Opportunity
Equipment financing sits inside a $1T+ equipment finance and commercial lending market most people never think about
Broker-in-a-Box is a hands-on, done-for-you program
We don't just teach you -- we help you build a real brokerage. DFY Launch is the fastest path: we build your website, match a starter opportunity, and work alongside you until you get traction. Core is the lower-entry option for self-starters who want the same tools and coaching at their own pace.
Either way, you get real tools, real lender access, and real coaching -- not courses and good luck.
Nearly every truck, machine, and piece of revenue-producing equipment has to be financed by someone. While everyone's chasing crypto, flipping houses, or launching the next "agency," a quiet group of equipment finance brokers is making real money helping businesses get the equipment they need to operate and grow.
As a broker, you're the matchmaker between businesses that need equipment -- trucks, excavators, printing presses, medical devices, manufacturing machinery, restaurant equipment, you name it -- and the lenders who can say yes when banks say no.
On many deals, brokers earn 2-10% of the funded amount in commission:
- •A $50,000 deal might put $2,000-$5,000 in your pocket.
- •A $100,000 deal can mean $4,000-$10,000+.
- •Larger "story credit" or specialized equipment deals can go well into five figures per transaction.
You don't need dozens of closings a month. Just a few solid funded deals can build a real business -- and many brokers do it with nothing more than a laptop, a phone, and the right lender relationships.
Commission figures are illustrative examples. Your results will depend on your effort, deal quality, and market conditions. We do not guarantee any specific earnings.
What Equipment Finance Originators Actually Earn
According to Wheeler Business Consulting's 9th Annual Equipment Finance Compensation and Production Survey (reported by deBanked in January 2025):
50% of surveyed equipment finance originators earned more than $200,000 in total compensation last year.
Nearly half of that group reported over $300,000.
The sample included originators from banks, independent finance and leasing companies, and broker/syndication shops.
This is industry data, not a guarantee of your results. Six-figure income in equipment finance is common for experienced producers who consistently originate and close deals.
Source: Wheeler Business Consulting LLC, via deBanked (Jan 8, 2025)
Read the full survey on deBankedBanks are saying no to small businesses -- but they still need equipment.
Alternative lenders are hungry for well-packaged deals.
Brokers who can connect the two -- with clean packaging -- are in demand.
What You Actually Need to Get Started
A phone and internet connection
Basic communication skills (we show you exactly what to say)
The Lender Rolodex (we give you this inside the program)
Willingness to talk to business owners and treat this like a real business
Josh Shull
CLFPFounder, Broker-in-a-Box
CLFP Certified
Director of Sales
Hundreds Closed
Who Built This
I work in equipment finance every day as Director of Sales for a direct lender. Construction, medical, manufacturing, story credit -- I see what gets funded and what doesn't.
I built Broker-in-a-Box to help new brokers skip the mistakes that slow everyone down: weak deal packaging, no lender relationships, and no real system.
Everything in this program is what I use to close deals today.
Real Progress You Can Measure
No hype -- just concrete milestones you'll hit when you follow the system.
- Website live and credibility assets in place
- First vendor conversations started
- First package assembled correctly
- First lender submission sent
- Real pipeline movement
Individual timelines vary based on effort, niche, and deal cycles. These are representative milestones, not guarantees.
Real Brokers. Real Results.
Results are not typical. Your outcomes depend on your effort, experience, and the deals you work.
"I went from knowing nothing about equipment finance to having real deals in my pipeline in under 60 days. My first funded deal commission was more than I used to make in a month."
Patrick M.
Former construction foreman
"The Lender Rolodex and outreach scripts alone saved me months of trial and error. Within a few weeks I had vendors sending me their tough deals and my first real pipeline."
Alicia R.
Started part-time next to a W-2
"Josh's Broker-in-a-Box is the real deal. Clear, practical, and easy to follow. The step-by-step guidance gave me the confidence to start taking action immediately."
Jeff K.
Broker-in-a-Box Member
What You Get
Real tools to start working deals. Not videos and good luck.
Broker Website + Funnel
Professional site built for credibility and lead capture. Included in DFY Launch.
Lender Rolodex
15-30 active funding partners with "who funds what" notes so you stop guessing.
Deal Toolkit
Apps, templates, checklists, and everything you need to package a clean deal.
Outreach Scripts
Vendor and borrower scripts so you know exactly what to say from day one.
Deal Playbook
Which lenders for which profiles, realistic rate/term guidance, and common deal killers.
Live Coaching + 1:1
Deal Labs 3x/week via Zoom plus a private onboarding call with Josh.
Your Launch Timeline at a Glance
Here's what execution looks like when you follow the system. DFY Launch members get the fastest start.
By Day 7
- •Onboarding complete: training access, Lender Rolodex, and Deal Toolkit ready
- •Lender map reviewed -- you know who funds what
- •Website intake started (DFY Launch) or scripts and outreach list built (Core)
- •First prospect conversations started using the outreach scripts
By Day 30
- •DFY Launch: website live, starter opportunity matched, first packages being built
- •Regular outreach to vendors and business owners using the scripts
- •Multiple real conversations about equipment financing
- •Collected apps, bank statements, and quotes on early opportunities
By Day 45 -- Support Review Checkpoint
- •Pipeline traction: borrower/vendor conversations, credit packages built, lender matching underway
- •DFY Launch: first lender submissions sent or in final review
- •Core: 30+ daily actions completed (tracked in your Battle Plan)
- •If you've done the work and haven't hit the traction benchmarks, your support commitment kicks in
Day 60
- •You've submitted deals to lenders from your Rolodex
- •You've seen approvals, counteroffers, maybe a decline or two (that's normal)
- •Real infrastructure in place: website, pipeline, lender relationships, repeatable process
- •Clear path to your first funded transaction and commission
We do not promise any specific income or results. But we can give you the exact system, tools, and coaching to compress your learning curve and start working real deals faster.
What Your Week Actually Looks Like
Most new brokers can run this in 7-10 focused hours per week around a job or business.
- 1-2 hours:Reviewing training modules, Deal Playbook, and real deal examples
- 3-5 hours:Vendor and borrower outreach using the scripts (calls, DMs, follow-ups)
- ~1 hour:Deal Lab Zoom call for deal review, outreach feedback, and Q&A
Is This For You?
Broker-in-a-Box is built for serious people who want a structured path into equipment finance.
Good Fit
- Willing to treat this like a real business
- Can commit 7-10 hours per week
- Comfortable talking to business owners
- Okay with a learning curve
Not a Fit
- Want push-button passive income
- Refuse to pick up the phone
- Looking for MCA or general business funding
- Unwilling to take responsibility for your results
No finance background required. Sales pros, career changers, and existing brokers all welcome.
Choose Your Path
Both options give you real tools, real lender access, and real coaching.
Fastest Path
Done-For-You
We build your broker setup with you -- website, lender matching, first deal support.
- DFY broker website + application funnel
- Starter opportunity + lender placement
- Deal desk support for your first submission
- Lender Rolodex (15-30 active partners)
- Live coaching 3x/week + 1:1 onboarding
- Scripts, templates, and Deal Toolkit
Best for people who want speed and hands-on help.
Book a CallSelf-Starter
Core
You get the tools, coaching, and lender access -- you build it yourself.
$1,497 today
+ $1,500 after your first commission
- Lender Rolodex (15-30 active partners)
- Live coaching 3x/week + 1:1 onboarding
- Scripts, templates, and Deal Toolkit
- 45-Day Battle Plan (daily checklist)
- First file review before submission
- CRM framework + pipeline tracking
Best for self-starters who want a lower entry point.
Not sure which is right? Book a call and we'll help you decide.
How Equipment Finance Brokers Make Money
A plain-English look at deal economics, commission structures, and how the business actually works.
Ready to get started? Skip the guide -- Book a Call.
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Our Support Commitment
If you do the work and get stuck, we help you review your outreach, deal packaging, and lender strategy -- and adjust the plan.
Broker-in-a-Box provides education, tools, and support. We do not guarantee approvals, funding, commissions, or income.
Still on the Fence?
Here's what happens when you try to do this alone vs. with Broker-in-a-Box:
I don't have finance experience
DIY Approach
(Slow, expensive, frustrating)
Try to figure it out alone through trial and error
Broker-in-a-Box
(Fast, proven, supported)
Get proven scripts, Lender Rolodex, and Deal Playbook from day one
I don't know any lenders
DIY Approach
(Slow, expensive, frustrating)
Spend months cold-calling lenders who ignore new brokers
Broker-in-a-Box
(Fast, proven, supported)
Start with 15-30 active funding partners + 'who funds what' cheatsheet
I can't afford to quit my job
DIY Approach
(Slow, expensive, frustrating)
Jump in full-time with no safety net
Broker-in-a-Box
(Fast, proven, supported)
Start part-time (7-10 hrs/week) and scale as deals close
What if I can't find clients?
DIY Approach
(Slow, expensive, frustrating)
Wing it with generic cold calling
Broker-in-a-Box
(Fast, proven, supported)
Use proven vendor outreach scripts and the Battle Plan targeting strategies
The Choice is Clear
You can spend months (or years) figuring this out on your own, or you can fast-track your launch with a proven system, live coaching, and direct support from someone who does this every day.
Limited spots available. Enrollment closes when cohort fills.
Quick Application
Takes about 60 seconds
Questions? Email js@greatwesternpartnerscorp.com or call 316-285-0705