Free PDF · 8 pages
The Broker Launch Kit
Everything to go from "I want to broker business funding" to your first clean file: state rules, setup, lender agreements and a 30-day plan.
What's inside
- Know the rules. Which state rules apply to you and your clients, including the Texas registration deadline on December 31, 2026.
- Set up the business. Entity, insurance, website and system, before your first client.
- Pick your lenders. The questions to ask before you sign any broker or ISO agreement, including clawbacks.
- Build a clean file. A document checklist and discovery-call script you can reuse on every deal.
- Your first 30 days. A week-by-week plan and a referral-partner email you can copy.
Who it's for
New brokers, and consultants, coaches, credit, tax, insurance and real estate pros adding funding to what they already do.
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