Equipment Finance Broker Training + Launch System

Launch Your Equipment Finance Brokerage Faster

Get lender access, deal tools, and live support so you can start packaging and submitting real deals -- without spending months trying to figure it all out alone.

Start today for $1,497

Success payment: $1,500 only after your first earned commission

Book a Call
CLFP-certified founderLive Deal Labs 3x/week15-30 lender partners includedFirst file review included

100% remote. No finance background required.

Industries Our Brokers Serve

Trucking
Construction
Medical
Printing
Manufacturing
Restaurants

Start With Core

Everything you need to launch your brokerage. Lender access, deal tools, live coaching, and a structured launch plan.

Recommended

Core

The full system, live support, and lender access -- at a lower entry point.

$1,497 today

+ $1,500 only after your first earned 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
or Book a Call

Done-For-You

DFY Launch

Everything in Core, plus we build your broker website and provide hands-on deal desk support.

$7,500

One-time payment

  • Everything in Core
  • DFY broker website + application funnel
  • Starter opportunity + lender placement
  • Deal desk support for first submission
  • Priority onboarding within 72 hours

For people who want speed and hands-on build support.

Book a Call

Not sure which is right? Book a call and we'll help you decide.

CLFP-certified founder. Active operator. Live coaching 3x/week. First file review included.

CLFP-certified founderLive Deal Labs 3x/week15-30 active lender partnersFirst file review includedStructured 45-day launch plan1:1 onboarding call

What You Get

Not just training. The actual tools, lender access, and support to start working real equipment finance deals.

Lender Rolodex

Know where to send deals on day one. 15-30 active funding partners with notes on what they fund and how to reach them.

Outreach Scripts

Stop guessing what to say. Vendor and borrower scripts built for equipment finance conversations.

Deal Toolkit

Apps, templates, checklists, and intake packets to package a clean deal lenders actually want to review.

Deal Playbook

Which lenders for which profiles. Rate/term guidance. Common deal killers and how to avoid them.

Live Coaching + 1:1 Onboarding

Deal Labs 3x/week where real packages get reviewed. Plus a private onboarding call to map your launch.

45-Day Battle Plan

A daily checklist from day one through your first submission. No guessing what to do next.

CRM + Pipeline Tracking

A simple system to track deals, follow-ups, and pipeline so nothing falls through the cracks.

Broker Website (DFY Launch)

A professional site built for credibility and lead capture. Included with DFY Launch or available as an add-on.

Is This For You?

This is a real business -- not a passive income fantasy. Here's who it works for.

Good Fit

  • Willing to treat this like a real business
  • Can commit 7-10 hours per week to outreach and deal work
  • Comfortable talking to business owners and vendors
  • Want a system, tools, and support -- not just information
  • Sales pro, career changer, or existing broker looking to level up

Not a Fit

  • Looking for push-button passive income
  • Unwilling to pick up the phone or do outreach
  • Looking for MCA or general business funding
  • Unwilling to take responsibility for your results
  • Need guaranteed income before you start

No finance background required.

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."

PM

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."

AR

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."

JK

Jeff K.

Broker-in-a-Box Member

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.

Book a Call

Limited spots available. Enrollment closes when cohort fills.

Josh Shull, CLFP

Josh Shull

CLFP

Founder, 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.

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.

Questions

Still have questions? Reach out directly.

Apply Now

60 seconds. We'll reach out to discuss which path is right for you.

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How Equipment Finance Brokers Make Money

A plain-English look at deal economics, commission structures, and how the business actually works.

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Do the Research. Then Make a Decision.

Free guides written by people who actually broker equipment finance deals. No theory. No sales pitch. Just the information you need to decide if this business is right for you.

Browse all guides and articles