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Q1 Workshop – Mastering Client Success: From Intake to Impact: Structuring Bankable Deals from Day One

February 11 @ 1:00 pm - 2:00 pm EST

This workshop equips commercial loan brokers with a repeatable, tech-powered process to structure deals for success before submission. From Intake to Impact covers LOI readiness, deal storyboarding, coaching clients through complex credit narratives, and using AI and automation to assess lender fit—so brokers walk away with a stronger pipeline and higher-quality submissions.

Pricing:

  • Free for CLBA Members (Find your access code in the member portal.)
  • $99 for Non-Members
    Non-members who attend and join CLBA within one week will have the $99 applied toward their membership dues.
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