Frequently asked questions

Live Virtual Course:

• Upon registration, you will receive correspondence via the e-mail you registered with.

• Our course runs from 8:30 AM - 6:00 PM EST for two consecutive days live on our training platform with our instructor.

• Upon successful completion of the course, you can immediately begin submitting deals.

On-Demand:

• Upon registration, you will receive correspondence via the e-mail you registered with.

• You will be able to log in to the course immediately after it is issued.

• The course is self-paced and on-demand. You can progress through the course at your leisure.

• Upon successful completion of the course, you can immediately begin submitting deals.

Live Course: You will attend a live 2-day course beginning on the day that you chose at the time of registration.

On-Demand: You will receive access to your course immediately after payment.

No. Please make sure you read this as it is by far the number one question we get. You do not need any credentials to become a commercial capital broker. Certain states do have requirements when you register your business such as surety bonds and similar requirements to other roles. This will be up to the broker to understand any requirements beyond the knowledge provided in the course.

If you are enrolled in our on-demand version, you are required to pass a quiz at the end of each stage to advance to the next stage in the course and pass a final exam to complete the course. All course-related assessments are untimed and have unlimited attempts. These are put in place to ensure you are trained to the caliber of broker lenders expect in the industry.

The Advisory Package is designed to make onboarding and training your firm as seamless and cost-effective as possible. Instead of paying for individual user seats, the package includes multiple seats under one nominal fee. This means you can train your entire team — or a select portion of your firm — without worrying about per-seat licensing fees adding up. With the Advisory Package, your firm will receive a dedicated admin account within our software. This admin account will have the ability to manage user access, monitor usage, and customize settings to fit your firm’s unique needs. The Advisory Package allows us to onboard and train your entire team (or just the departments you choose), ensuring everyone understands how to get the most out of the platform. This is all covered under the same flat fee — no surprise charges for adding more users. Whether you’re a smaller boutique firm or a larger financial organization, the Advisory Package offers a cost-effective way to give your team the tools and training they need — without the hassle of per-seat billing. The Advisory Package is exclusively available to licensed financial firms and their teams. This includes mortgage brokerages, CPA firms, wealth management firms, and other regulated financial professionals. As part of our onboarding process, we will verify all required licensing and credentials for each user you enroll in the training. This may include:

• NMLS status verification for mortgage professionals

• SEC registration checks for wealth management advisors

• State board licensing confirmation for CPAs

• And similar regulatory oversight checks depending on your firm type This ensures that only qualified, licensed professionals gain access to the training and platform, keeping the integrity of our Advisory Package intact. Disclaimer:

The Advisory Package is available exclusively to licensed financial firms and their employees. All participating individuals must hold valid and verifiable licenses or registrations appropriate to their role and industry. This may include NMLS licenses for mortgage professionals, SEC registrations for wealth management advisors, state board licensing for CPAs, or equivalent oversight for financial professionals. Verification of credentials is required prior to onboarding and training.

No. You are not involved in the transaction of any property. You are also not involved in the sending or receiving of capital. Please make sure you read this as it is by far the number one question we get. This is because you are not involved in the transaction of any property. You are also not involved in the sending or receiving of capital. A lender simply pays you a fee for referring business to them. You do not need any credentials to become a commercial capital broker. Certain states do have requirements when you register your business such as surety bonds and similar requirements to other roles. This will be up to the broker to understand any requirements beyond the knowledge provided in the course.

You are required to pass a quiz at the end of each stage to advance to the next stage in the course and pass a final exam to complete the course. All course-related assessments are untimed and have unlimited attempts. These are put in place to ensure you are trained to the caliber of broker lenders expect in the industry.

First, we recommend attending one of our free webinars or watching a previously recorded session.

Please feel free to contact us with any further questions you may have via the form at the bottom of this page or by e-mailing us at Info@advisorycapitalbrokertraining.com.

No. You pay a one-time fee for the course. You may choose to add additional services through your software platform. However, we make no attempt to collect any further fees or any portion of your commission.

No. You keep 100% of all commissions you generate. Your expected commission is made transparent to you in writing the moment a lender or funding partner accepts your deal.

There is absolutely no way to predict your income potential. The potential of this opportunity is only quantified by the effort you put in. We encourage you to do your own due diligence. Consider that commercial capital deals are larger by nature and the commissions are comparable based on a percentage of the amount of capital in question.

Please be wary of any business opportunity that guarantees a specific level of income without regard to the time and effort put in to grow their business.

For more information, you can watch our quick takes on how much brokers make.

Yes! All of our lenders and funding sources allow you to send them business directly. It is your business and you may conduct business however you would like with whomever you would like. You may also work with lenders who are not yet in your software platform.

As you may expect, we require the utmost integrity and adherence to our ethics and responsibilities. For this reason, we reserve the right to terminate our relationship without reimbursement or show of cause regardless of the situation or scenario. Society and even recent events have shown us the paramount importance we must place on equality and inclusiveness without harm or bias towards any race, religion, gender, political opinion, or other factors of societal norms.

If we feel this has been violated in any capacity, over any medium, for any reason, we may choose to terminate our relationship with you and your organization.

With that said, we have the same commitment to you to always adhere to the same ethical code of conduct and welcome the chance to always learn and become better people and partners for you and your clients.

Finally, you offer financial products and services. It is of the utmost importance that the brokers we train conduct themselves in the best interest of their customers and clients. If we feel this has been violated in any capacity, for any reason, we may choose to terminate our relationship with you and your organization.

Yes. You own your own business. We do not control how you conduct business, we do not have quotas, and you do not share your financial information with us. You never pay us any royalties and are not required to use our services in any capacity.

Unfortunately, the BBB is not something we see any value in. It has become antiquated over time and is no longer the primary source of credibility for almost any business. This article articulates the reason most businesses have stepped away from the BBB and we agree with the essence of the content. https://www.blogmarketingacademy.com/better-business-bureau/

No. We designed our course under the premise that you have no experience and we begin with the fundamentals. The purpose of the course is to give you the knowledge and tools necessary to start and run your own business.

Absolutely. You can target any client you would like. Some international clients may need to locate domestic capital. Some of your clients need capital that can be used in other countries. You can help with that!

This is a part of your due diligence. Your chosen business structure is entirely up to you and your individual preferences. We cannot offer you legal advice on business structure.

Absolutely. It is very common. The amount of time you spend and your ability to leverage our technology can impact the amount of time and effort required.