Fintology
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Broker guide

Every broker guide post on the Fintology blog, written plainly for brokers and lending teams.

Best CRM for Loan Brokers: How to Choose One in 2026: the key points of this Fintology guide
Latest · 15 min readBest CRM for Loan Brokers: How to Choose One in 2026What a broker CRM has to do, what the main options cost in October 2026, the rules that now apply to texting and client files, and a pipeline you can copy in an afternoon.Tori Porter · October 11, 2026
Six steps to becoming a business loan broker, from learning state rules to closing a first deal
Broker guide · 11 min readHow to Become a Business Loan Broker in 2026What the job really is, which states need a license, how to set up, and the exact steps to your first funded deal.
 Typical published broker commission ranges by product, from revenue-based financing to SBA loans
Broker guide · 8 min readBusiness Loan Broker Commissions: What Brokers Earn by ProductHow broker pay works, typical published ranges for each product, what moves your number up or down, and the rules to know.

Approvals, amounts and terms are decided by the lender offering each product and are never guaranteed.