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.

We do not offer any discounts or financing directly. We do offer the ability at checkout to utilize a third party Buy Now Pay Later program. These are known groups such as Affirm, Klarna, AfterPay, Etc. These groups determine your eligibility outside of our program and make payment to us on your behalf should you decide to finance with them. Simply follow the prompts at checkout if you are interested in using their services. We have also had some brokers report success utilizing a consumer lending platform, Fiona, to finance their program. Fiona has 31 lenders who have financed our program before. Ensure you simply select “Other” for the loan purpose and proceed with getting offers from all interested lenders. The only thing to be cognizant of is completing the process early in order to get your funds and then making payment before you can register for the course. You may also make payment and then replenish your personal funds with the lender of your choosing from Fiona. For more information, please watch the video.

We really think the question is, "why are the other programs so expensive?". We work with the same exact lenders as the other popular programs. Yes, every single one. You will find that the lenders work with every broker training program. There is nothing exclusive about any broker training program, including ours. Because of the software platform you get access to, we also have roughly double the number of lenders. The other programs are heavily focused on marketing their program and they have a large staff to do so. You are the one who is paying for that overhead. With our small staff of 12+/-, we are focused on the broker and providing a personal relationship and response to your inquiries. We also realize you may want to go with the most popular program and we may not be a fit for you. We are not the biggest and we like it that way. We do not spend the majority of our time attracting new brokers and focus more so on the brokers we do have. We would afford you this respect if you joined us as well. You will quickly notice we do not try to sell you on the course and often will not go out of our way to try to get you to signup. All of the other items included in the other programs' various packages are antiquated and extremely overpriced. It simply doesn't cost thousands of dollars to manage websites and social media these days.

For the last 3 years, we have collected feedback from prospective brokers and our current brokers. We have heard the resounding request to have a self-paced version of the course. The truth is, neither a 3-day course nor a 30-day course is enough time to bring a broker up to speed on over 100 financial products along with the many nuances of each individual lender’s requirements. Many of our active brokers were returning to our course to gain insight and clarification. They would report being overwhelmed and noted gaps in their knowledge after the first course. We needed a way to refresh our brokers' learning. This, coupled with many complaints about being available for three consecutive days, not having resources for when they hired new staff members, and many other needs for access to the content of the course led us to our decision. We decided to follow suit with academia and corporate environments' adoption of digital learning by offering a fully on-demand self-paced version of the course. We still have quizzes, exams, and a lead instructor to answer questions. However, we now have a fully interactive course that challenges you to interact as a broker in simulations, provide content with visually enticing content, and provide real-world scenarios for you to consider. We are now able to streamline the experience by removing classroom logistics, breaks, lunches, and other disruptions in a typical course. We have taken a 7-day course down to hours of learning. We utilized the industry standard course authoring software and a fully dedicated staff to build this course for almost a year to ensure you have the best and most professional experience. Let us know what you think about Sonia!

Live Virtual Course: Upon registration, you will receive correspondence via the e-mail you registered with. Our course runs from 9:30 AM - 5:00 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. Live In-Person Course: Upon registration, you will receive correspondence via the e-mail you registered with. Our course runs from 9 AM - 5:00 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. 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.

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.

They will...at first. Banks have very stringent lending practices and are very risk-averse. They typically only lend for specific reasons to specific clients. Banks typically only offer loans and lines of credit. These are only 2 facilities of the facilities you will be able to offer. You will be able to offer financial facilities that clients will rarely be familiar with. You will be able to offer financing with virtually any credit scenario, cash scenario, collateral scenario, industry, and amount of time in business. Are you aware banks will be one of your main sources of partnerships? Banks need to protect their depository accounts. They would much rather send referrals to you rather than to another bank. Are you also aware many credit unions can only have certain percentages of their portfolio go towards commercial lending? They have accounts that need your help! There are also Special Asset Departments (SAD) at every bank where their sole purpose is to liquidate loans that are struggling or sever relationships with companies that are struggling with their loans. If you develop relationships with SADs, they are looking to send business your way! This is just a taste of what we cover in the course regarding networking and business development.

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.

Think of it like this...when the banks are lending your lenders will get competitive, and when the banks stop lending your lenders will seize the opportunity. Remember, businesses are different than consumers. They must have capital to stay in business. When businesses hit a zero balance, they are out of business. COVID-19 is a great business case for the commercial capital space. Not only did most lenders and funding partners see an increase in need. The country leaned on these private funding sources to aid in the SBA's PPP financial facility in order to protect the economy. You would have made 1-2% on every one of the 5 million PPP Loans you submitted for processing! We are never willing to use the phrase "recession-proof"; no one should. However, when banks stop lending, that does not mean businesses won't need capital to keep things moving. Our funding sources thrive in these instances.

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.

Warm Targeted Leads are built from reverse-engineered lender criteria. We can provide targeted leads that match the exact criteria due to our advanced data warehouse. The broker will then contact each of those leads utilizing the proprietary approach we teach you in the course to be able to articulate the amount of capital that they are already qualified for along with the benefits of each product. It is a warm lead in the sense that they already match the lender criteria, but the real value is in the broker being able to explain to them how the capital helps them, how it protects their balance sheet, and how they can avoid placing a liability on their balance sheet with some various products. We build this for you after you provide us some information that we request regarding products you want to target and if there are any geographic or demographic constraints you might like to callout. No. This is not cold calling and we strongly discourage cold calling tactics as it can hurt the brand of the broker and the community.

When you complete the course, you will receive leads with the direct contact information for referral partners in an area you would like to target. This could be based on state, city, metro, referral type, zip code, nationwide, and may other data points that you select. We then provide you with those relevant referral partners. These partners will often be CPAs, attorneys, real estate developers, real estate investors, mortgage brokers, and various others. We try to target those who have a fiduciary responsibly to their clients or those who will have a repeat need for capital. We build this for you after you provide us some information that we request regarding products you want to target and if there are any geographic or demographic constraints you might like to callout.

The marketing and advertising leads are acquired through paid-search efforts where we are actively advertising for you via various social platforms or search engine advertising in order to drive organic traffic to you and your website. The primary difference is that these leads would come to you rather than you contacting them. The targeted leads are the reverse engineered lending criteria contacts. We build this for you after you provide us some information that we request regarding products you want to target and if there are any geographic or demographic constraints you might like to callout.