30-Day Jump Start Training Guide

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30-Day Roadmap

Commercial Mortgage Broker Jump Start Training Program

The 30-Day Roadmap is a practical tool designed to help you get started the right way. It outlines exactly what you should be doing each day during your first 30 days—and beyond—throughout your career as a Commercial Mortgage Broker.

This program focuses on execution, consistency, and relationship-building.

What You Will Accomplish in the First 30 Days

Over the next 30 days, you will:

  • Learn the fundamentals of commercial mortgage lending

  • Research and connect with property owners

  • Research and connect with referral partners

  • Build your Top 100 Building Owner Prospect List (with phone numbers and emails)

  • Build your Top 100 Referral Partner Prospect List (with phone numbers and emails)

  • Potentially originate 1–2 funded loans, and possibly more

A Hands-On Approach

The best way to learn commercial mortgage lending is through a hands-on approach—doing the work that Commercial Mortgage Brokers do every day.

You will be learning while:

  • Actively building your book of business

  • Developing relationships in your target market

  • Gaining real-world experience originating, packaging, and funding loans

The fastest way to learn how to close commercial loans is to do the work required to close them.

Keep It Simple – It’s Who You Know

Commercial mortgage brokerage is a relationship-driven business.
Your success will be determined by the quality and consistency of the relationships you build.

Weekly Action Plan

Week 1: Study, Setup, and Initial Prospect Research

Focus: Education, systems setup, and foundational prospecting

  • Study all training sections

  • Master core commercial loan programs

  • Identify your target geographic market (primary city or cities)

  • Identify your Top 25 Building Owner Prospects in your market

  • Begin researching your Top 25 using Property Radar or another third-party service

  • Complete ownership research for your Top 25, including phone numbers and emails

  • Identify:

    • 25 Bankers and/or Residential Loan Officers (with phone and email)

    • 25 Real Estate Brokers (with phone and email)

  • Set up Constant Contact or another email marketing platform

  • Set up Slybroadcast or another automated voicemail service

Week 2: Begin Outreach and Expand Prospect List

Focus: Initial outreach and momentum

  • Ensure your email account is fully set up and professional

  • Ensure your mobile or business voicemail greeting is ready

  • Begin contacting:

    • Your Top 25 Building Owners

    • Realtors

    • Bankers and Residential Loan Officers

  • Research an additional 25 Building Owner Prospects, including phone and email

Week 3: Continued Outreach and Prospect Expansion

Focus: Consistency and repetition

  • Continue contacting:

    • Your original Top 25

    • Realtors

    • Bankers and Residential Loan Officers

  • Research an additional 25 Building Owner Prospects

  • Begin contacting newly researched building owners

Week 4: Scale Prospecting Activity

Focus: Pipeline growth

  • Research an additional 25 Building Owner Prospects

  • Continue contacting new and existing building owners

By the end of Week 4, you should have:

  • 100 researched building owners

  • A growing list of referral partners

  • Active conversations and early deal flow

Daily Prospect Journal

Property Owners

The most important activity you can perform each day is identifying new property owners and referral partners to connect with.

While it may seem old-fashioned, one of the best ways to learn your market is to:

  • Spend time in your target area

  • Hand-pick properties you would like to finance

  • Learn the neighborhoods, businesses, and ownership patterns

The more familiar you are with an area, the easier conversations become when you connect with owners.

Once properties are identified, use the tools and resources in your Loan Dashboard to research ownership details, phone numbers, and emails.

Referral Partners

Referral partners include:

  • Realtors

  • Bankers

  • Residential loan officers

  • Attorneys

  • Other professionals who work with property owners

By researching these professionals in your target market, you can begin connecting via phone and email. A simple and effective strategy is sending weekly rate and loan program updates to stay top of mind.

Using the Daily Prospect Journal

Your daily prospect journal is a simple but powerful tool to:

  • Write down property addresses

  • Take notes on conversations

  • Track outreach to referral partners

You can later transfer this information into:

  • Your Loan Dashboard

  • Outlook

  • Any CRM you choose

Keep it simple. Do the work. It works.

Don’t Wait — Work While You Learn

Your daily goal should be to research at least:

  • 4 property owners per day

  • 4 referral partners per day

  • 20+ total prospects per week

Once you locate a phone number and email:

  • Send an introductory email immediately

  • Include current loan programs and rates

If you’ve studied your loan programs, you’ll be prepared when calls and emails come back.

20 prospects per week is only the starting point.
With focus and consistency, you can research 100+ properties and referral partners per week.

Final Thought

Success in commercial mortgage brokerage comes from consistent daily action, not waiting for opportunity.

Follow the roadmap.
Do the work.
Build the relationships.

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