Guides

Expert guides for commercial mortgage brokers and CRE professionals.

Mar 25, 2025 Broker Strategy

A Broker's Guide to Making Decisions With Current Market Data

Market data adds key context for your deals, which is important for finding a lender and for retaining your clients.

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 21, 2025 Getting Started

From Residential to Commercial: Building Your CRE Lending Network

Building your commercial lender network can be a big task. There are ways to make it easier (and ways to make it harder).

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 17, 2025 Getting Started

Commercial Mortgage Products Explained: What Resi Brokers Need to Know

Commercial loans are very different from your standard residential loans. Here's a look at many of the major types and how to use them for your clients.

Mar 14, 2025 Getting Started

Commercial Property Essentials and What Residential Brokers Need to Know

Lenders look at commercial properties very differently from residential, and so should you. Here's how.

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.

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