CLBI public educational video
Understand the launch process
Explore the decisions and practical setup involved in starting a brokerage.
Watch on YouTube (opens in a new tab)CLBI training · Personal guidance from Josh Shull, CLFP
The Proven System for Building a Serious Commercial Loan Brokerage
Build your own commercial finance business with CLBI’s paid training, lender access, tools, coaching and community. Put your experience and relationships to work with a practical system to start faster, assess and place deals with confidence, and build a brokerage that can scale.
A 30-minute phone call to choose your launch path. Ready now? Get started with a program below.
Broker-in-a-Box is operated independently by Great Western Partners Corporation. Josh helps with CLBI program guidance and enrollment coordination and may receive compensation for eligible enrollments. CLBI provides the programs and processes payment.
See the work
See the skills. Explore the launch support.
Watch CLBI teach a practical broker skill, explore real branding and website work, and read independent reviews. Then choose the support that fits the business you want to build.
CLBI public educational video
Preview a practical broker skill
See how a broker qualifies a financing need before approaching lenders.
Watch on YouTube (opens in a new tab)CLBI client portfolio
Explore real branding and website work.
View projects in CLBI’s portfolio, then compare the four-page Kick-Start website with Executive’s custom brand and 10–15-page website. Ask which scope applies to the examples you like.
View CLBI’s portfolio (opens in a new tab)These are public educational videos and portfolio examples, not a preview of every paid service. Current program inclusions and written enrollment terms govern your purchase. Individual experiences and delivered assets do not establish typical financial results.
Read CLBI’s Google reviews (opens in a new tab)Build from your existing strengths
Build the brokerage that fits your experience.
Your relationships and experience should shape your customer-acquisition plan and the training you choose.
Mortgage professionals adding commercial financing
Build on your lending experience to serve commercial property and business-financing opportunities. Develop the product knowledge, lender relationships and deal process your next business line needs.
Plan your move into commercial financeEquipment and B2B sales professionals
Your customer, dealer, and vendor relationships can provide a starting point. Learn how to qualify financing requests, work with lenders, and build a brokerage around the businesses you already understand.
Explore equipment finance as a starting pointBusiness owners adding a finance capability
Make financing a serious business line alongside the services you already provide. Compare a solo launch with the training, systems, and implementation needs of a team.
Plan a finance capability for your businessAlso relevant for business brokers, insurance professionals, accountants and consultants. Existing relationships help; you can also build a network deliberately. Plan time for learning, prospecting, borrower documents, lender coordination and follow-up.
Assess your fitCompare the paid programs
Choose how you want to launch your brokerage.
Compare the training, coaching, lender access, website, marketing, and support included in each program. Start with the essentials, launch with custom infrastructure, or equip a team.
Kick-Start
Build your foundation and direct your own brokerage launch
Program tuition
$3,995
With Josh’s $200 referral savings
$3,795
Referral code KICK200
Payment flexibility: 3-payment option available. See payment terms below.
Included support
- Self-paced commercial finance education
- Lender network and individual deal support
- Weekly small-group coaching for six months
- Contracts, scripts, checklists and deal tools
- Ready-to-post social media templates
- Four-page website with copy and imagery
- 30-day CRM trial; $37/month to continue
Executive
Get more hands-on help with your brand, systems and launch
Program tuition
$19,495
With Josh’s $1,000 referral savings
$18,495
Referral code EXEC1000
Payment flexibility: 6-payment option available. See payment terms below.
Included support
- Education, lender access, deal support and Broker Toolbox
- You and a business partner; three-day live Zoom Skills Boot Camp
- Weekly Jump Squad for three months
- Twice-monthly Masterminds for two years and one-to-one CEO mentoring
- Custom brand, 1,000 business cards and 10–15-page website
- Managed marketing and live lender meetings for two years
- Broker CRM for one year and CLBI certification pathway
- Mailed welcome letter, Broker Handbook and Colorado coffee
Elite
Build a commercial finance operation with your team
Program tuition
$34,495
With Josh’s $1,000 referral savings
$33,495
Referral code ELITE1000
Payment flexibility: 9-payment option available. See payment terms below.
Included support
- Executive launch services and mailed welcome kit
- Multi-day training at your office and CEO-led team mentoring
- Private lender presentations and custom brand videos
- 500 printed eight-page corporate prospectuses
- SEO campaign for one year
- CRM for three users for one year
- Entity setup and three months of unlimited attorney consultations
Compare support, responsibilities and included periods side by side
| Your decision | Kick-Start | Executive | Elite |
|---|---|---|---|
| Launch approach | You direct the launch with training and tools | Custom launch support for you and a business partner | Implementation and training for your team |
| Website | Four-page starter site | Custom 10–15-page site and branding | Executive foundation plus added team services |
| Marketing | Templates you post and manage | Managed social/blog/email campaigns for two years | Executive marketing plus one-year SEO and brand videos |
| Coaching | Weekly small-group sessions for six months | Weekly Jump Squad: three months; Masterminds twice monthly: two years; CEO mentoring | Executive foundation plus team mentoring |
| CRM | 30-day trial; $37/month continuation | One year included; renewal price to confirm | Three users for one year; renewal price to confirm |
| Your preparation | Market focus, setup choices, outreach and implementation | Business/brand input, approvals, database and outreach | Team roles, preparation, approvals and execution |
Payment plans are available separately from the listed referral savings. Review the exact installment amounts, discount eligibility, included service periods and written enrollment terms with CLBI before paying. Sending an enrollment request does not enroll you or take payment.
Program details reviewed October 23, 2026 using CLBI’s published programs, current materials and delivery updates. Savings are for eligible Broker-in-a-Box referrals. Josh will confirm your applicable offer and CLBI enrollment terms.
CLBI provides the training and program support. Broker-in-a-Box may receive referral compensation if you enroll through its introduction. Income and results are not guaranteed.
A system you can put to work
From a financing conversation to a clear lender submission.
Build the skills and habits behind a serious brokerage. Your selected CLBI program brings together education, lender resources, tools and coaching; you use them to develop customers and manage opportunities.
Learn the business
Understand financing products, borrower questions and how lenders evaluate an opportunity.
Develop lender access
Learn lender criteria and build the relationships to place suitable requests.
Work a repeatable process
Use tools and checklists to assess, package, submit and follow up.
Keep building with support
Apply your learning with the coaching and broker community included in your program.
Try a practical starting point
Your first lender brief
An illustrative Broker-in-a-Box worksheet.
- The request
- What does the business need, how much financing is required, and how will it use the funds?
- The repayment story
- Which cash flow supports repayment, and what information supports that explanation?
- The borrower and assets
- What do we know about the business, ownership, financials, collateral and transaction structure?
- The lender fit
- Why might this request fit this lender’s product and criteria? What still needs clarification?
- The next action
- Which documents, borrower answers and lender conversations are needed next?
Download the Free WorksheetLearn how to prepare a submission
This is a public educational example created for Broker-in-a-Box. It is not a lender application or a preview of a specific CLBI form. Program tools and support vary by tier.
A practical program conversation
Choose support around the business you want to build.
Josh helps you connect your background, customer access, time and investment with the services you would actually use. You can leave the call with a recommended program, questions to resolve, or a practical next step while you prepare.
- Who will you approach for financing conversations?
- What can you implement yourself, and what should CLBI build or run?
- Which coaching, systems and launch services would you use?
- What are the full costs and next steps before you enroll?
The tools support your work. Your relationships move it forward.
As a broker, you still prospect, qualify requests, gather documents, develop lender relationships and follow up. Executive’s managed marketing and Elite’s team services support that work; they do not guarantee leads, loan approvals or commissions.
Live training and client/lender conversations require availability. Build a realistic schedule and operating budget before making the investment.
Talk Through My Launch With JoshFrom the decision to the daily work
Know what comes after enrollment.
Josh coordinates your next step with CLBI. CLBI handles purchase and program delivery, welcomes you, and introduces your project coordinator. Your preparation and service scheduling shape the launch sequence.
Talk through your launch with Josh01
Review your program and enroll with CLBI
Work with Josh to choose your program, then review the written CLBI scope, payment schedule, eligible savings and cancellation terms. Complete enrollment and payment through CLBI.
02
Get a personal welcome from CLBI
Welcome calls and a project coordinator introduction help you get started. Executive and Elite clients also receive a welcome package by mail with a welcome letter, the Broker Handbook, and local Colorado coffee.
03
Learn with coaching and deal support
Work through your education and use your program’s coaching to apply it. Bring real borrower scenarios, improve your deal packaging, and learn how to match requests with lender requirements.
04
Put your brokerage into motion
Build a prospect list, start financing conversations, and follow up consistently. Use your included website, tools, and lender network. Executive adds custom branding and managed marketing; Elite adds onsite training and team services.
Practical questions before you choose a program
Kick Start gives a self-directed broker education, lender access, tools, six months of weekly coaching, and deal support. Executive adds a supported launch for you and a business partner with live training, custom branding, website, marketing, CRM, and mentoring. Elite adds onsite team training and services for a larger operation.
You can start without a lending background. CLBI’s education covers the products, terminology, documentation, and deal process, while coaching helps you apply what you learn. Sales experience, organization, and business-owner relationships provide a useful foundation. Existing finance professionals can build on their knowledge and expand their product and lender access.
Start with existing customers, equipment dealers, professional referral partners, and other business-owner relationships. CLBI provides outreach scripts and marketing templates; Executive and Elite add two years of managed marketing. Consistent prospecting, useful financing conversations, and follow-up remain part of your work as a broker.
It requires consistent time for prospecting, document collection, lender coordination, and follow-up, including availability during business hours. Discuss a realistic weekly schedule and any employment obligations before making a commitment.
CLBI delivers the education, lender access, coaching, and launch services included in your program. Josh helps you compare the programs, apply his referral savings, and plan your enrollment.
Kick-Start: save $200 with code KICK200, bringing the tuition after discount to $3,795. Executive: save $1,000 with code EXEC1000, bringing the tuition after discount to $18,495. Elite: save $1,000 with code ELITE1000, bringing the tuition after discount to $33,495. Mention the code when arranging your enrollment with Josh. Payment-plan totals and discount application are set out in your written enrollment terms.
CLBI’s welcome process includes welcome calls and an introduction to your project coordinator. Executive and Elite clients receive a mailed welcome package with a welcome letter, the Broker Handbook, and local Colorado coffee. Your selected program determines your training, coaching, and launch services; Josh can walk you through the sequence and available live-training dates before enrollment.
Requirements depend on the locations, financing products, and role involved. Include licensing and compliance research in your launch plan, and obtain qualified advice for the activities you intend to perform.
Kick-Start includes a 30-day CRM trial, with continuation at $37 per month. Executive includes CRM for one year and marketing for two years; current marketing continuation is $347 per month. Confirm Executive/Elite CRM renewal rates, hosting, domain and other service costs in your written terms. Also budget for your own business operations.
Executive’s three-day Skills Boot Camp is delivered live via Zoom, with approximately eight hours of training each day. Confirm the next available dates before enrolling. Elite separately includes team training at your office, with arrangements confirmed in the written scope.
You can begin with Kick-Start and upgrade to Executive by paying the difference between the programs. Confirm how your prior payments, discounts and service dates apply before upgrading.
CLBI offers a 72-hour enrollment cancellation window, subject to your enrollment terms. Read the actual refund conditions and cancellation instructions before purchasing. Specified-term services have separate renewal provisions, including written cancellation notice at least 28 days before renewal where applicable; this is not a cancel-anytime promise.
No. Building a commercial finance brokerage requires active prospecting, relationship building, deal packaging, and follow-up. Results depend on your execution, borrower demand, lender approval, and transactions actually funding. Plan for launch expenses without relying on an immediate commission.
Resources for your research
Get answers, then choose your next step.
CLBI program review
Program details and questions to consider
Program costs and discounts
Compare the investment and support
Broker fit quiz
Assess your goals, readiness, and needs
Free training videos
Learn about products and the daily work
Business acquisition financing
Explore a path for business brokers and advisors
All guides and resources
Find practical answers as you research
CLBI educational video
How Brokers Get Paid Points, Fees & Splits
Only looking to introduce an occasional financing client? See the separate referral options.
Your brokerage launch starts with a clear plan.
Read the free Starter Kit: a launch checklist, an explanation of how brokers get paid and a practical next-seven-days plan. Then get CLBI’s comprehensive checklist and email resources through its existing signup form.
Read the Free Starter Kit NowGet CLBI’s free launch checklist
Over 100 steps to help you prepare your brokerage. Sign up directly with CLBI for the download and its educational email resources.
Get CLBI’s ChecklistOpens CLBI’s existing signup form. CLBI handles delivery and email follow-up. CLBI privacy and terms.
Take the next step
Take the next step toward your own brokerage.
Compare your program options, review the investment and referral savings, and plan your enrollment with Josh.
Ready to review enrollment details? Request My CLBI Enrollment Details