All VideosBroker Tools and CRM
4 Videos
Broker Tools and CRM
Free CLBI training videos covering broker tools and crm.
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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Commercial Loan Broker Web Design
Covers what a commercial loan broker website needs to include and how to present your brokerage professionally online to attract borrowers and build credibility.
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Branding for Commercial Loan Brokers
Covers the fundamentals of professional branding for commercial loan brokers. Explains how to position yourself credibly in the market from day one.
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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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More Video Topics
All VideosCommercial Loan Broker TrainingBusiness Loan Broker TrainingCLBI OverviewBroker StartupBroker Income and CommissionsLender AccessSales and MarketingBroker OperationsBanker to BrokerMortgage Broker to Commercial LendingTax and Accounting ProfessionalsEquipment FinanceSBA LoansWorking CapitalFactoringCommercial Real EstateBusiness Acquisition FinancingSuccess StoriesReviews and TestimonialsCompliance and Legal Basics