Six tools you learn with and keep
Every lesson that needs arithmetic, a checklist or a lender list uses one of these tools, and they stay yours after graduation through your school account. Four of them can also go on your website for your clients.
Loan Finder
Which financing fits a business or an investor, ranked, with the reasons, the structure and who lends it.
Package Builder
Intake, sources and uses, cash flow and DSCR, collateral, the document checklist and the Loan Request Summary.
Calculators
Payment and amortization, DSCR, loan sizing, NOI and value, SBA 504 and 7(a), refinance break-even, loan or lease, line cost, merchant cash advance cost, bridge cost.
Lender Matrix
Your private table of lenders: what they do, how big, where, who to call and when you last spoke.
Link Library
Every government form, program page, licensing site and association, in one place we keep current.
Fee Agreement Builder
A broker fee agreement draft from your terms, ready to print, with the SBA Form 159 notes.
Learn with all six tools, then keep using them in your business after graduation. Lifetime school and tool access is included. Optional website hosting and client lead collection are available separately.
Put four of them on your website
Loan Finder, Package Builder, Calculators and Link Library can be shared with clients by link or embedded on your website with your name and colors. A visitor who runs their numbers can send them to you, and the lead arrives in your dashboard and your inbox. Website hosting and automatic client lead collection require an active Broker Websites plan. Lender Matrix and Fee Agreement Builder are private tools for your own work.