Broker & Originator
Training Program
The training, deal-structuring playbooks, and originator library to build a real SBA practice. This is how originators build a pipeline that lasts.
Your Path to Closing Deals
Four steps from learning the fundamentals to building a sustainable origination practice.
Master SBA Fundamentals
Start with our originator training articles and podcast episodes. Build the knowledge base that separates closers from collectors.
Start Reading →Complete Originator Training
Our structured training program covers everything from sourcing to packaging to closing. Real deals, real scenarios.
Start Training →Package and Structure
Apply the frameworks. Build a lender-ready package and pressure-test your structure against real underwriting standards.
Start Training →Build a Sustainable Practice
Layer the skills. Sourcing, prioritizing, and keeping clients. This is how originators build a durable book of business.
Understand Fee Economics →Why Learn With Lords of Lending
We don't sell shortcuts. We build originators.
How Originators Get Paid
Understand referral-fee economics, how lenders structure originator comp, and how to build sustainable deal revenue.
Mentorship From Active Closers
Learn directly from Shane, Steph, and Brian — originators who structure SBA deals every week.
Structuring Training
Learn to package and structure deals yourself. What underwriting expects, how to spot dealbreakers, and how to position a clean file.
Nationwide Curriculum
The frameworks work in all 50 states. SBA rules are federal, and so is everything we teach.
Training & Education
Free access to our podcast, articles, and originator training resources.
Long-Term Growth
Originators we train don’t close one deal. They build careers. The curriculum scales with you.
What You'll Learn
- Mastering SBA 7(a) and 504 loan structures
- Deal packaging that gets a file to yes
- Reading borrower financials like an underwriter
- Building a referral pipeline from zero
- What lenders actually underwrite, and the traps that kill deals
Eligible Uses
Acquisition & Expansion
Construction Loans
Partner Buyout
Succession Planning
Refinance Business Debt
Originator Training Library
Every article our team has written on building a successful SBA origination practice.
How to Become an SBA Loan Broker in 2026
Step-by-step guide to launching your SBA loan brokerage, building lender relationships, and closing your first deals.
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SBA Loan Originator Training: The Complete Resource
The complete SBA originator training resource covering sourcing, packaging, lender matching, and deal closing.
Read Article →
How to Source SBA Loans: 12 Strategies That Work
Proven strategies for sourcing SBA loan deals, from referral partners and CPAs to digital marketing and trade shows.
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SBA Loan Packaging: The Originator's Checklist
The complete SBA loan packaging checklist originators need to submit clean, lender-ready deal packages.
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Understanding SBA Referral Fees: How the Industry Works
How SBA brokers and originators earn referral fees in the market, typical fee structures, and what lenders expect from originator relationships.
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Building an SBA Lending Pipeline from Zero
How to build a consistent SBA lending pipeline from scratch using relationship-driven and digital strategies.
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How to Match Borrowers with the Right SBA Lender
Learn how to match SBA borrowers with the right lender based on deal size, industry, geography, and risk appetite.
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The SBA Originator's Tech Stack
The essential CRM, document management, and communication tools every SBA loan originator needs to scale.
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SBA Convention Season: How to Network and Win Deals
How to maximize SBA industry conferences, build lender relationships, and turn convention contacts into closed deals.
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SBA Lending Myths That Cost Originators Deals
Debunking the most common SBA lending myths that cause originators to lose deals and damage lender relationships.
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SBA Fee Structures Explained: The Complete Breakdown for Originators
Complete breakdown of SBA guarantee fees, servicing fees, and originator compensation structures.
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The Complete SBA Documentation Checklist
Every document an SBA originator needs to collect, organize, and submit for a clean loan package.
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How to Build a $10M SBA Pipeline in 12 Months
A month-by-month playbook for building a $10 million SBA lending pipeline from scratch in your first year.
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Building an SBA Brokerage: From Solo to Scale
How to grow from a solo SBA originator to a scalable brokerage with systems, hiring, and lender diversification.
Read Article →What a Lender-Ready File Includes
Knowing what a clean SBA package looks like is half the battle. Here is the document set lenders expect, so you can coach your borrower and walk in prepared.
- Completed loan application
- Last 3 years business tax returns
- YTD business financials
- Business debt schedule
- Last 3 years personal tax returns
- Purchase agreement(if applicable)
- Copies of notes to be refinanced(if applicable)
- Business plan(if applicable)
Questions About Training?
