Guides

Expert guides for commercial mortgage brokers and CRE professionals.

Showing 34 broker strategy guides Clear filter

Mar 24, 2025 Broker Strategy

Financial Analysis for Commercial Properties: Beyond Personal Credit

Commercial property underwriting looks very, very different from residential. Here's what you need to understand.

Mar 19, 2025 Broker Strategy

Understand the Licensing/Regulatory Requirements for Commercial Mortgage Brokers

In CRE debt brokerage, there's usually a lot less licensing and regulatory hurdles to deal with compared to the residential side. However, where you're doing business matters.

Mar 11, 2025 Broker Strategy

Working With First-Time CRE Investors: A Debt Broker's Guide

It can be a headache working with first-time investors. It can also be a long-term way to build your success as a broker. Here's how to do it.

Mar 7, 2025 Broker Strategy

How to Build a Truly Client-Centric Brokerage

Most brokers are still operating under a transaction-centered approach. It can be far more lucrative (and far better for your clients, too) to pivot.

Mar 7, 2025 Broker Strategy

How to Structure Your CRE Deal Package to Get Lenders Interested

Your goal: Make it easy for a lender to say yes to your deal. How you structure your deal package matters.

Mar 7, 2025 Broker Strategy

Bad Lender Data Kills Deals

Bad data makes everything worse, but good, updated lender data can empower you to do so much more, so much better and faster.

Mar 7, 2025 Broker Strategy

Going Beyond Deal Flow as a CRE Debt Broker

Success as a broker might look like a numbers game when it comes to your pipeline, but focusing on quality and hidden opportunities can change the game. Here's how it's done.

Mar 7, 2025 Broker Strategy

A Smoother CRE Deal Process = a More Successful You

Every deal's unique, but every process isn't. Learn what you can do to more effectively use your time to qualify and package deals and find lenders.

Mar 7, 2025 Broker Strategy

Build Lender Relationships in New Geographic Areas

Expanding your brokerage to a new market can be tough, but it's gotten much easier for brokers with the right set of tools in their toolbox.

Mar 7, 2025 Broker Strategy

Finding New Opportunities Within Your Client Portfolio

Once a deal's closed, it's tempting to simply move on to finding a new client. Here's why that can be a costly mistake.

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