Blog
Practical posts for people who run or are starting a lending brokerage: getting started, finding and working leads, what a CRM costs and how to roll one out.
- Buying a CRM · October 12, 2026A 30-day CRM implementation plan for a lending brokerageA 30-day CRM implementation plan for MCA and business loan brokerages: who owns it, what to set up first, the pilot, the cutover and how to tell it worked.Open
- Buying a CRM · October 12, 2026Google Sheets as a CRM for loan brokersHow to run a loan or MCA brokerage on Google Sheets or Excel: the five tabs and columns that work, the formulas, where a spreadsheet breaks, and when to move.Open
- Starting out · October 12, 2026How to become a business loan brokerHow to become a business or commercial loan broker in 2026: state licensing and registration, lender relationships, how brokers get paid, and the tools to start with.Open
- Starting out · October 12, 2026How to become an MCA broker (ISO)How to start as a merchant cash advance broker or ISO: registrations, ISO agreements, points and clawbacks, building a funder list, getting merchants and staying organized.Open
- Running a brokerage · October 12, 2026MCA leads: the types, how to judge a vendor, and how to work themLive transfers, exclusive web leads, aged leads and UCC data compared: how fresh each is, how to vet an MCA lead vendor, and how to measure cost per funded deal.Open
- Running a brokerage · October 12, 2026Speed to lead for MCA and business loan brokersWhy the first hour decides most funding leads, what the research says, and how a loan or MCA brokerage gets new leads called in minutes, legally and every time.Open
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