Attend the SBA Academy™ for $400​
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4 Live interactive webinars
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4 Private coaching sessions
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Access to documents library
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Loan Processing by DealFlo
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Access to DealFlo Certified Lenders
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Email: info@dealflo.net
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1. Making SBA/CRE loans simple
This is an introduction to SBA/CRE lending that explains the many types of loans and how to structure one to best fit the need of each borrower. Each borrower will have a unique loan situation: from the type of property, to how it is vested, to whether it is an owner-user or an income property. The goal is to empower brokers to quickly recognize a commercial loan opportunity so they can confidently place the loans with DealFlo Certified Lenders™.
Topics include:
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SBA 7a & 504
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CRE
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Owner User
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Income Property
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CDC Debenture
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Bridge Loan
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Construction Loan
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Tenant Improvement
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Title Vesting
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...plus more
2. Getting your foot in the door
Now that brokers understand that SBA/CRE is simple, we next help them find CRE/SBA loans in their market. This starts with customizing each private coaching session to help brokers:
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Develop and execute a marketing strategy
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Build a referral network
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Create a Pre and Post loan sales calling plan
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Become a “Relationship” LO instead of a “Transaction” LO
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​​Getting your foot in the door is an artistic skillset — it is a skillset we at DealFlo are willing to share with those motivated to expand their mortgage business by becoming a DealFlo Commercial Loan Broker™.
3. Putting your lender hat on
We now take a deep dive into what information to collect from borrowers and how to pre-qualify them. Unlike in residential lending where lenders look at a handful of metrics; commercial lending will evaluate more than a dozen. So it is imperative we impart this specialty knowledge to ensure DealFlo Commercial Loan Broker™ become successful with CRE & SBA loans out of the gate.
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Topics include:
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DSCR
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LTV
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Environmental report
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Net Worth/Liquidity
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Appraisal report
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CAP rate
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NNN/Gross rent
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...plus more
4. Crossing the finish line
Wondering what to do with your new SBA/CRE loan request? Hand off all the heavy lifting to our Loan Processing Team so we can get it to the finish line. In this training session, we will walk through the steps involved in moving a loan from intake all the way to funding.
Letting us do what we do best as expert loan processors enables DealFlo Commercial Loan Brokers™ to dedicate 100% time to finding loans in their markets and beyond. Combining DealFlo's domain expertise in SBA/CRE lending with the market expertise of our DealFlo Commercial Loan Brokers™ makes for a very rewarding partnership.
Broker, CA
“The training provided by DealFlo opened my broker business up to unlimited opportunities. I no longer have to rely solely on the home loan market to grow my company."
Lender, FL
"We have a higher funding rate with loans coming from brokers trained by DealFlo. It makes the entire process a whole lot easier for us."
Borrower, AZ
“I normally go to my bank whenever I needed a loan until I found out my loan broker started doing commercial as well. Its so much easier to going to one place to get all my loans.”
