Broker Operations
Free CLBI training videos covering broker operations.
Broker Operating System: The 3-Part Framework to Fund More Deals
Breaks down the three-part operating framework that experienced commercial loan brokers use to move deals from intake to funding consistently.
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Stop Hustling: 12 Cheat Codes for Business Loan Brokers
Twelve practical shortcuts that help business loan brokers work more efficiently, avoid common time-wasters, and focus on activities that actually close deals.
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Why Your Brokerage Isn't Growing (It's Not What You Think)
Identifies the real reasons most brokerages stall after launch. Covers the structural and behavioral problems that prevent growth, beyond the obvious answers.
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Brokers: Specialize or Get Ignored
Makes the case for why specialization matters in commercial lending. Explains how generalist brokers struggle to stand out and why focused positioning wins.
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Commercial Loan Broker Platforms: Are They Helping or Hurting You?
Evaluates the broker platform landscape. Covers the tradeoffs of using marketplace platforms versus building direct lender relationships as an independent broker.
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Work Smarter, Not Harder: The Efficient Commercial Loan Broker's Guide
Covers the systems and habits that let experienced brokers handle more volume without burning out. Focuses on process efficiency, not just working more hours.
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Scaling Your Brokerage
Covers what it takes to grow beyond a solo broker operation. Discusses hiring, systems, deal delegation, and the mindset shift required to build a real firm.
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Commercial Loan Broker Market Update for 2024
A market overview covering lending conditions, deal flow trends, and what brokers should be aware of in the current commercial lending environment.
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How Long Do Deals Take to Close?
Covers realistic deal timelines in commercial lending. Explains why different loan products take different amounts of time and what brokers can do to accelerate closings.
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Commercial Loan Broker CRM Walk-Thru
A walkthrough of the CRM system used by CLBI brokers. Shows how deals are tracked, pipeline is managed, and follow-ups are automated.
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