For Commercial & Equipment Finance Brokers

Broker Deal Flow Intensive

With Cheryl Tibbs

30+ years in commercial finance.

Build your process. Move your deals.

Who it's for

Built for brokers ready to sharpen their process

New, early-stage, or active commercial finance and equipment finance brokers who need a stronger deal-flow process.

What we'll cover

Niche selection and merchant offer development

Referral strategy, LinkedIn messaging, and outreach scripts

Discovery, intake, qualification, and document checklists

Lender-fit worksheet and sample submission packaging

Offer comparison, follow-up, commission, and renewal tracking

Format

Demonstrations, guided exercises, a sample deal, brief hot seats, and Q&A. Includes a short break.

Live only

What you get

Leave with a practical, repeatable process for finding, qualifying, packaging, and tracking opportunities.

10 AM to 2 PM ET | 4 Hours, Live Online

$397

Limited Seating