Signature Gold Program – $25,500

Overview Of Our Best Selling Entrepreneur Package

Our signature gold program has been with us since the inception of our program. Certain features have been added and expanded over the years to ensure that you get all of the education and resources needed to start your own commercial finance business and grow that business to be a success.

Commercial Capital Training Group - Platinum PackageElite Platinum Package

View all of the features and benefits that our Elite Platinum Package offers.
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Our commercial finance training course and finance entrepreneur start-up program has been established in a time when banks are lending less to business owners and alternative funding businesses are emerging to fill the lending gap that exists among businesses of all sizes.

We also offer entrepreneurs interested in focusing more on their business an elite Platinum Program that includes and expanded marketing package, lead generation for two years, your very own commercial finance product and more.

Below is an overview of the features and benefits or our signature Gold Program. If you have any questions please do not hesitate to contact us.


Financial Business TrainingA 7-day Comprehensive Training Held in Our Albany, NY Headquarters Taught By Our Founder and CEO, Kris Roglieri

Our program is the most comprehensive commercial finance training program in the country, period. We also have the most experience when it comes to actual commercial lending and marketing, as our founder owns two national commercial finance companies for over 20 years financing over 2 Billion dollars in transactions and also the nation’s only finance marketing agency which does marketing for banks, lenders, brokers and financial services firms. All that experience and knowledge is translated into our training which our graduates benefit from tremendously.

Our one-of-a-kind training program has eliminated all the costs, trials and tribulations that one would have to face in trying to enter this industry. We start off by learning the basics about running your own financial business. Being your own boss is a great experience, and we will show you how to effectively manage your business in any situation. We’ll even show you how to grow your business by hiring an effective sales force to help you with your continued growth. Throughout the training, you will learn about over 45 different commercial finance products that you will be able to offer, and you will actually meet the lenders live that you will be approved to do business with. You will discover various ways to make an unlimited income by understanding your lenders and the products they have to offer. They will teach you how to target the appropriate businesses for their products. You will learn about each lender’s program and what types of businesses they serve. Whether you have a $50,000,000 deal or a $25,000 deal, you will learn how to effectively engage the client you are working with and how to properly present transactions to your lenders. There will be real examples of transactions to study from and talk about and we even do some role playing in class. Then comes marketing. We know marketing just like we know the finance business and, even better, we know marketing in the finance world, as our founder owns the nation’s only dedicated finance marketing agency. We will go through and teach every form of marketing and how to generate prospects in this industry with every form of media that is out there.


Commercial Loan Broker MarketingA One-Of-A-Kind Marketing Power Package Education

We spend almost two days on marketing and targeting businesses. Marketing is one of the most important factors in any business. Our instructors with over 75 years of combined experience will show you effective techniques for marketing that will get you clients on your first day in business. We know marketing in this industry better than anybody because our founder owns the nation’s only full service marketing agency that only concentrates on clients in the finance industry. Our sister company, The Finance Marketing Group, provides marketing services to banks, lenders and brokers in the finance industry. You will have a specialized marketing team consisting of over 30 people behind your business for any marketing need. Some of the topics that we cover in marketing are: internet marketing, direct mail, free marketing, email marketing, SEO marketing, pay per click marketing, vendor marketing, publication marketing, indirect marketing, video, content strategy, public relations strategies, and many more. We will show you how to target direct clients that desperately need your services. Finding businesses that need financing is relatively easy with our proven marketing techniques that stem from our own commercial finance marketing agency.


Commercial Finance WebsiteState-of-the-Art Optimized Website (A $5,000 Value)

One of the most important ways to establish your business’s presence is on the Internet. That is why as part of your investment we develop and customize a fully functioning professional website along with a content management system (CMS) for you. Your hosting is also included free for one year. From your logo to optimizing your website so it will be seen, we handle all the details for you so you don’t have to. In fact, your website will be online and ready go before you leave our training. Through our proprietary marketing techniques, you will be able to utilize your website to attract thousands of clients for years to come.


Lead GenerationOur Guaranteed Lead Program™ (7-25 Leads For One Month)

This is one of the most important marketing tools you will have in your toolkit. You will find no other program offering these guaranteed leads. You can begin using this service as soon as you get home and obtain highly selective, real-time, exclusive, leads where the clients are looking for the services you will be able to provide. You will be able to zero in on the prospects you want and you will be able to focus on different product segments that people are looking for. You could be booking your first deal on the first day of your business.


Social Media MarketingSocial Media Marketing and Management (Two Full Years)

We all know that we need to have social media, but sometimes we just don’t have the time to get it done. We know how important it is, so we help get you started by creating your company pages on the following social media outlets: Facebook, Twitter, and LinkedIn. That is not all, we also do social media management and marketing for you for two full years. With a dedicated team that knows commercial finance, we build your online presence and build up your followers to give you some authority on the web.


Content MarketingContent Marketing (Two Full Years)

In today’s online marketing world, nothing is more important than creating fresh quality content related to your services to help assist your business website appear in the search engine results.

With a dedicated team of writers, we will develop fresh content for your blog each month and syndicate it out to your social network. We will write content tailored to the products you want to offer and we will also optimize it for better search engine presence and make you a thought leader in the industry.


Finance Email MarketingEmail Marketing (Two Full Years)

Staying in front of your current clients and letting them know about your products is very important, just as important as networking. We not only set you up with MailChimp, one of the best email marketing companies in the world to help provide an email service to you and your customers, we also are going to develop fresh content each month and stay in front of your contacts, track your open rate, and report back to you each month. Essentially we will create an email drip campaign to your database and market to them to harness leads.


lead-generation1000 Free Leads to Use Any Way You Want For Direct Mail

You will be enrolled in one of the country’s premier companies that has comprehensive databases that include 210 million U.S. consumers, 14 million U.S. businesses, 13 million executives and professionals and so much more, all collected and refined with their exclusive data compilation standards. Here you will have 1000 free leads to choose from. We will teach you how to zero in on targeted leads to market to so you will have steady business year after year. These leads are used primarily for direct mail.


Google Analytics SetupGoogle Analytics Setup

Google Analytics is an extremely powerful tool that can help you identify keywords, referral sources, website traffic, measure your marketing campaigns, how long visitors are staying on your site and much more.

We will set you up with an account and setup some basic conversion/goal tracking metrics that will allow you to see how well your website performs. You can’t improve what you can’t measure.


Comprehensive Commercial Finance Training ManualComprehensive Training Manual

After 7 days of intensive training, we’re sure you will want to reference and study a few things when you get home. Our training manuals encompasses everything you will have learned including examples that we discuss and critical lender information. You will receive a general manual that covers all topics in class, a Marketing manual containing all marketing concepts and outlets presented and our lender guideline book. In addition you will receive all our lender’s program guidelines and handouts that they distribute.


Hotel & AirfareYour Hotel Included and a $500 Credit Towards Airfare (For 1 person)

Included in your investment is a 7 night stay at a 4-Star Hotel and we also give you a $500 credit towards airfare. We will fly you to our headquarters located in the capital of New York, Albany. When you get here, you will stay at one of our finest hotels, the Hotel Albany (A Hilton Brand), conveniently located downtown across the street from our corporate offices and training facility. After training, feel free to relax and enjoy what New York’s Capital District has to offer.


finance-documentsComprehensive CD Loaded with Legal Forms, Applications, Agreements, and Marketing Material

We took on all the headaches and legal bills in having to make up legal documents and forms. It is all provided to you on our document CD. In this CD you will have all the forms and applications that you will need for all your lenders. Also included will be all the legal documents, fee agreements, NCND’s, applications, spreadsheets, cash flow calculation tools, independent contractor agreements and marketing materials you will need in order to properly run your finance business. You will also have access to our Graduate Log-In section located at the top of our website which gives you access to all your forms online and provides for an easy way to access new and updated forms that we develop from time to time.


business-stationary-packageBusiness Identity Package

We will supply you with a custom professional business identity package that will establish your presence immediately with anyone you encounter.

Included are business cards, letterhead, and envelopes with your business information on them. You will be in business the minute you leave our training facility. This stationery package will allow you to convey your professional presence in front of your clients.


Accredited Loan Broker TrainingRecognized Graduate By Our Lenders of the Commercial Capital Training Group

After completing our training, you will have gone through the most comprehensive commercial finance training program there is. You will earn the privilege of becoming a recognized graduate by our lenders of the Commercial Capital Training Group. This will allow you to do business with our lenders and show your clients that you are an experienced, knowledgeable commercial finance professional in the industry.


Finance LendersLenders, Banks and Private Investors to Work With Directly That You Will Meet Live At Our Offices

One of the most important aspects of our program is that you will be able to submit transactions to lenders directly. There is no need for a middleman to take a piece of your commission. By training with us, our lenders have agreed to waive the typical 3 years’ time in business and experience qualifications for our graduates. We can’t stress enough how important that is when entering into this industry. Our lenders consist of FDIC banks, private institutions, hedge funds, life companies, private equity firms, publicly traded lenders and private investors that you will be approved to do business with. You will have the right contacts to get deals done no matter what type of credit, how small or large a business is, or what dollar amount a business is seeking. It would take somebody years and years to gain experience and to build the relationships that you will have in just 7 days.


Continuing Financial EducationLifetime One-On-One Live Support and Continuing Education After You Leave Our Offices

One thing that makes our graduates so successful is the ongoing one-on-one live support and training that we provide after you graduate. Whether it’s your first week in business or three years down the road, we are always there to guide and advise you in any situation. Our trainers and founders are always a phone call away to guide or assist you in any way. You will have a dedicated support person who you will meet during training to work with you one on one after you graduate for life. After your initial training, we will continue to educate you and provide you with new cutting edge programs to further develop your financing business for no additional fees. That’s right, we work diligently in bringing you new lenders and competitive programs to offer your clients after training. We are always on the cutting edge of technology and the latest trends in the commercial finance industry, and you will be too.

Our success is solely based on your success, so we have a vested interest in making sure you succeed with your business.


underwriting-softwareDeal Underwriting Software Provided

We give you the very same software underwriting tools that our founder’s own direct lending companies use. This software and deal analysis program allows you to easily input data from information your client gives you and it will determine whether the deal works or not. You will be able to “spread” the financials of a business, see if a loan cash flows with the business or commercial real estate and basically pre-underwrite a transaction before it goes to a lender. This is very important as this will make your job easier and look very professional in front of your lenders. In fact, this deal analysis software we give you is the very same software most of our lenders use to determine if a deal works or not. This tool is why our graduates typically have higher approval ratios than other non CCTG brokers.


Financial Legal FormsTime Tested Legal Documents and Agreements

In every business it is important to have the right legal documents to run that business. Well in this business it is perhaps one of the most important things to have to ensure your business is protected. We provide you with every legal agreement and document you will ever need in running your own commercial finance company. These agreements are specifically tailored to our industry and business model. You have to protect what you learn with us and the valuable relationships you will leave with. You also have to protect and insure your fee income that you would charge in some cases. Such agreements include Client Fee Agreements, Referral Agreements, Non-Compete Agreements, Non-Circumvent Agreements, Independent Contractor Agreements, Employee Agreements etc. These are the very same agreements our own lending companies use so they have been vetted and enforced in a court of law.


Broker Sales ForceHow to Grow Your Business with a Sales Force

We spend a better part of day talking about how to effectively grow your company with sales force when the time is right. We will show you how to do this inexpensively with a low overhead business model.

Topics covered are where to find sales agents, how to interview them, how to judge their ability to perform, how to train them, what to pay them, the agreements used, and how to manage them. You will get a proprietary blue print of how to grow this business.


loan-broker-softwareBreakthrough (Cloud) CRM System

We give you a customized CRM Deal Management System so you can manage and track all of your deals in one cloud based system.

This innovative technology lets you invite lender’s into your portal to view documents in a safe and secure way, while at the same time organizing your pipeline of deals. This is a great tool to find the best lender for your transactions.


Alternative Lender NetworkAccess To Over 3,000 Lenders On Our Live Deal Exchange Platform

You will meet over 45 “core” lenders live through our 7 day training program. These lenders will be your core lenders that make up your diverse product offering with the most competitive product offerings. But to even diversify your capabilities, we will give you access to our deal exchange platform where in addition to the 45 “core” lenders you will meet at training you will have access to over 3000 lenders that are active in this deal exchange platform. This proprietary platform and technology lets you upload your deal to a live exchange that over 3000 banks and lenders check every day and bid on. It simply allows over 3000 commercial lenders to bid on your deal so that you’re getting the best possible offer to your client.


Additional Services You Can Offer

Up Sell Marketing ServicesGenerate A Residual Income By Up Selling Marketing Services

Another great aspect of our program is that you will have exclusive access to our premium digital marketing agency and will have the opportunity to start generating an alternative source of residual income through this bonus program.

As a graduate of the Commercial Capital Training Group and a new business owner, you will be spending a lot of your time connecting with business owners that not only need capital, but potentially need marketing. This is your opportunity to up sell our marketing services and starting collecting 10% commissions for Gold members and 15% commissions for Platinum members on a monthly basis for the life of the clients account. Click here to learn more about our business marketing services.