Guides

Expert guides for commercial mortgage brokers and CRE professionals.

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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 for 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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