Are you ready to launch your own finance business?
Are you looking for a home-based business that makes a difference? Do you have a passion for helping those in your community?
Then you have come to the right spot!
We aren't JUST a training program! We help you get your business off the ground with our business-in-a-box that will enable you to start working in few weeks after getting signed up!
Customized Training Options
We understand people learn in different ways. That's why we've designed our program with our Students in mind!
Choose the business package that fits you best.
We understand life gets busy. But that shouldn't prevent you from pursing your dreams of owning a business! That's why we carefully crafted three packages with your schedule in mind.
Curriculum
Gain access to our years of experience and learn how to:
Be an effective Broker
Learn the products you can offer
Build your client list
Process Loans
Cultivate Client Relationships
Market strategically
Tap into recurring revenue streams!
and MUCH MORE!
It's a Business-in-a-box!
You can literally spend months trying to put everything together for a new business. This is why many business owners choose to go with a franchise. While we are not a franchise, we consider our packages and program to take the best of what franchises have to offer, while allowing you to keep more of your hard-earned money.
All-Inclusive Packaging
How to be an effective Broker
Learning the products you can offer
Building your client list
Process Loans
Client Relationship Building
Marketing Strategies
Tapping into revenue streams that are recurring!
and MUCH MORE!
Ready-to-Use Tools
Online applications
Lead magnets
Funnels
Lender Marketplace
Pre-Created content
Streamline Marketing with Powerful Automation
If you are going to be the best, you need the best tools and support! We aren't just a training program.
Our students connect with us on our instant messaging platform and we are here to assist in any way we can - so you can rest assured we have your back.
Clear Path University
Our University boasts over 150 lessons and will continue to grow!
Marketing Strategies
Marketing Content
Lender database
Additional tools to monetize your business and create recurring revenue streams!!!
Updated to keep you in the "know"
CRM, Marketing, and Tools
Central platform to manage your clients
Platform with pre-built nurturing and reactivation campaigns for SMS and email
Pre-built content for SMS and Email campaigns
Mobile app to manage your business wherever you are!
and MUCH more!!!
Flexible Pricing Options to Suit Your Needs
Business Broker Essentials
Learn at your own pace while still getting the very best of our experience.
$3750
one-time fee, plus $199/month subscription
Training & Resources
Access to Clear Path University©
Business Loan Broker 101: The foundational course that introduces students to the world of business loan brokering.
The Products: An overview of various loan products that brokers can offer their clients
Additional Products: Resources like credit repair services, merchant processing, and government programs that can assist clients and create recurring revenue streams for your business.
Do it yourself marketing: Guidance on marketing strategies that loan brokers can implement independently.
Access to Let's Shop!©
Branded, online Loan Applications
Required Documents' Tracking
Preferred Lender database
Borrower-to-Lender ideal-match algorithms
Business Starter Package
Registered standard domain (.com .co. etc.)
Branded multi-page website
Business email address and aliases
Business phone number
A2P and 10DLC Registration (SMS-enabled)
Business Platform
CRM to manage customer relationships
Unified Conversations - all communications visible in one panel
Sales and Special Offer Pipelines
Track 'New Prospect' to 'Loan Approved'
Replace your spreadsheet or current CRM subscription
Marketing Tools
All fully-branded for your business
'Special Offer' Templates
Pre-programmed, automated Workflows
Email Campaigns (Rich text & HTML)
SMS Campaigns (Text messaging)
Email, Text and Campaign Templates
Forms and Surveys
Social Media Integrations
Integrated Post scheduling
Comprehensive data analytics
Calendar Management
Manage multiple meeting types
Online Booking
Calendar Integration
Replace your online scheduler (Calendly, etc.)
Learning Management System
Create and offer online training courses
Courses can be Free or Paid
Desktop or Mobile accessibility
Images, Video, Documents, etc.
Track user engagement
Measure course mastery through assessments
Additional Features
Reputation Management
Invoice Management
Online Store (Shopify) Capabilities
Affiliate Manager
Team Dashboards and Analytics
Broker Group Advantage
Virtual 3-day Training program to accelerate your lending business.
$6250
one-time fee, plus $199/month subscription
Everything In Essentials+
Unlimited Users for your staff
Unlimited Contacts & Users
Group virtual training (over three days)
Training & Resources
Access to Clear Path University©
Business Loan Broker 101: The foundational course that introduces students to the world of business loan brokering.
The Products: An overview of various loan products that brokers can offer their clients
Additional Products: Resources like credit repair services, merchant processing, and government programs that can assist clients and create recurring revenue streams for your business.
Do it yourself marketing: Guidance on marketing strategies that loan brokers can implement independently.
Access to Let's Shop!©
Branded, online Loan Applications
Required Documents' Tracking
Preferred Lender database
Borrower-to-Lender ideal-match algorithms
Business Starter Package
Registered standard domain (.com .co. etc.)
Branded multi-page website
Business email address and aliases
Professionally designed Branding Package (Logo, Color Pallette, Font, etc.)
Business phone number
A2P and 10DLC Registration (SMS-enabled)
Business Platform
CRM to manage customer relationships
Unified Conversations - all communications visible in one panel
Sales and Special Offer Pipelines
Track 'New Prospect' to 'Loan Approved'
Replace your spreadsheet or current CRM subscription
Marketing Tools
All fully-branded for your business
'Special Offer' Templates
Pre-programmed, automated Workflows
Email Campaigns (Rich text & HTML)
SMS Campaigns (Text messaging)
Email, Text and Campaign Templates
Forms and Surveys
Social Media Integrations
Integrated Post scheduling
Comprehensive data analytics
Calendar Management
Manage multiple meeting types
Online Booking
Calendar Integration
Replace your online scheduler (Calendly, etc.)
Learning Management System
Create and offer online training courses
Courses can be Free or Paid
Desktop or Mobile accessibility
Images, Video, Documents, etc.
Track user engagement
Measure course mastery through assessments
Additional Features
Reputation Management
Invoice Management
Online Store (Shopify) Capabilities
Affiliate Manager
Team Dashboards and Analytics
Premium Broker Package
Want custom 1-on-1 virtual training done at your pace? This is for you!
$8750
one-time fee, plus $199/month subscription
Everything In Advantage+
1-on-1 Training - at your pace
Training & Resources
Access to Clear Path University©
Business Loan Broker 101: The foundational course that introduces students to the world of business loan brokering.
The Products: An overview of various loan products that brokers can offer their clients
Additional Products: Resources like credit repair services, merchant processing, and government programs that can assist clients and create recurring revenue streams for your business.
Do it yourself marketing: Guidance on marketing strategies that loan brokers can implement independently.
Access to Let's Shop!©
Branded, online Loan Applications
Required Documents' Tracking
Preferred Lender database
Borrower-to-Lender ideal-match algorithms
Business Starter Package
Registered standard domain (.com .co. etc.)
Branded multi-page website
Business email address and aliases
Professionally designed Branding Package (Logo, Color Pallette, Font, etc.)
Business phone number
A2P and 10DLC Registration (SMS-enabled)
Business Platform
CRM to manage customer relationships
Unified Conversations - all communications visible in one panel
Sales and Special Offer Pipelines
Track 'New Prospect' to 'Loan Approved'
Replace your spreadsheet or current CRM subscription
Marketing Tools
All fully-branded for your business
'Special Offer' Templates
Pre-programmed, automated Workflows
Email Campaigns (Rich text & HTML)
SMS Campaigns (Text messaging)
Email, Text and Campaign Templates
Forms and Surveys
Social Media Integrations
Integrated Post scheduling
Comprehensive data analytics
Calendar Management
Manage multiple meeting types
Online Booking
Calendar Integration
Replace your online scheduler (Calendly, etc.)
Learning Management System
Create and offer online training courses
Courses can be Free or Paid
Desktop or Mobile accessibility
Images, Video, Documents, etc.
Track user engagement
Measure course mastery through assessments
Additional Features
Reputation Management
Invoice Management
Online Store (Shopify) Capabilities
Affiliate Manager
Team Dashboards and Analytics
Need more information?
Frequently Asked Questions
How long is training?
Training typically takes 15-25 hours to complete. While we will be covering many topics and you will be learning a lot during this time... please keep in mind that all students will have access to our University - so you can always refer back. In addition, we are connected in our instant messaging platform should a question arise.
How do I get my customers?
In training, we discuss our 3 prong approach to building your pipeline. Not only will you have access to our marketing platform, but you will also have pre-created content to help build your pipeline, nurture clients, and help your business stay top of mind. So when your clients are ready to go... you are ready to help!
How much can I make?
This varies based on the products you offer. Commissions can range from 1-15%+! If you close two loans a month averaging $100,000, with an average commission rate of 8%, you could be making near 6 figures a year. The sky is the limit.
What does my day to day look like?
In training we go over the essentials of how to be a good broker, scheduling, following up, and how to close deals. But at the end of the day, you set your hours and when you work! Our platform will automate a lot of the communications and touch points you need to have in order to keep clients moving forward!
Do I need a license?
Currently, most of the states you will be free to operate - license free. In training, we will go over licensing requirements (if any) so you will be in the know at all times.
Why would a business owner need a loan broker?
There are many reasons to use a broker! Here are just a few:
Expertise and Industry knowledge
Time and Resource Savings
Access to multiple lenders (get the best terms and rates!)
Customized loan solutions
Negotiation and Advocacy
Access to unadvertised deals
Credit guidance
Objective advice
What products can I offer?
See our products page for exactly what you can offer. But one thing that helps our program stand apart, is that we show you how to add additional revenue streams that are recurring for your business!
What does a loan broker do?
You help clients through their funding journey. Every client is different and has a unique story and situation. Some will need fast quick cash, while others might need a more tailored funding plan. Either way, you will be equipped to help meet them wherever they're at in their journey.
Expertise and Education for Loan Brokers
Empowering Small Businesses to
Soar to New Heights
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Contact Us
info@mail.clearpathfinancialtraining.com
(512) 807-0025
© 2024
Clear Path Financial Training. All Rights Reserved.