Sales and Marketing
Free CLBI training videos covering sales and marketing.
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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Why Loan Brokers Can't Be Generalists Anymore
Explains how the commercial lending market has changed and why brokers who try to do everything are losing to specialists in specific product categories.
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The Generalist Loan Broker Strategy Is Dead
Explains why the old approach of being a generalist commercial loan broker no longer works in today's market and what to do instead.
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Corporate Loan Broker: Avoid Costly Credibility Mistakes
Identifies the credibility mistakes that cost new brokers deals. Covers professional presentation, communication, and positioning errors to avoid.
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Business Loan Broker Training - How to Set Realistic Client Expectations
Covers how to manage borrower expectations from the first conversation. Prevents deal fallout by teaching brokers what to communicate early and clearly.
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Business Loan Broker Training - Broker Credibility in 3 Steps
Three concrete steps new brokers can take to establish credibility quickly with both borrowers and lenders, even without a long track record.
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How Top Brokers 10x Their Income: The Secret to Higher Commissions
Explores what differentiates high-earning brokers from those who plateau. Covers deal size selection, relationship depth, and commission negotiation strategies.
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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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