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Broker Built Resources

Tools, Templates & Downloads to Help You Sell, Fund, and Scale

This is your all-in-one hub for everything you need to launch and grow your brokerage. Whether you're starting from scratch or tightening up your systems, everything here was built to make you faster, smarter, and more profitable.

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Core Toolkits

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Broker Startup Kit

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    Business Formation Checklist
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    Licensing, EIN, and Bank Account Setup
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    Sample Operating Agreement
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    CRM Setup Guide
  • ✅
    Domain + Email Setup Instructions
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Daily Sales Toolkit

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    Cold Call Scripts
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    Objection Handling Sheet
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    Follow-Up Templates (Email/SMS/Voicemail)
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    Call Tracker Sheet
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    Daily Planner & KPI Tracker
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Underwriting Toolkit

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    Bank Statement Red Flags Checklist
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    Business Credit Report Explainer (PayNet/Middesk)
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    DSCR Calculator Template
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    Financial Docs Collection Guide
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    Qualifier Cheat Sheet (FICO + Time in Biz + Rev)
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CRM & Automation Toolkit

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    Zoho CRM Template Layout
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    Lead Stage Definitions
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    Email Sequences (Working Capital + Equipment)
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    Automation Workflow Maps
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    Zapier Integration Guide
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Script Packs

Sales Scripts for Every Situation:

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Cold Openers
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Gatekeeper Responses
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Objection Busters
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Application Pitches
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Re-Engagement Calls
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Dead Lead Revival Texts
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Equipment vs. WC Pitch Comparisons
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Email & SMS Templates

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Intro Emails to Clients & Vendors
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Application Reminder Series
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Decline Follow-Up Emails
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Approval Emails
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Text Drip Campaigns (Leads + Deals + Vendors)
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Reconnect Templates for Old Leads
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Training Downloads

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Broker Built Course Workbook (PDF)
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Lesson Slides & Transcripts
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Call Roleplay Guide
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Product Overview Sheets (EFA, Lease, MCA, SBA)
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Rebuttal Practice Cards
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30-Day Ramp-Up Tracker
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Video Library

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How to Pitch Equipment Financing
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Daily Routine for High Performers
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Objection Handling in Real Time
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Understanding Lease Structures
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Breaking Down Real Deals
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CRM Automations Walkthrough
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Bonus:

AI for Brokers – How to Use Broker Built Coach

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Cheat Sheets & Fast Answers

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Prompt Pack for Broker Built Coach
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Deal Qualification Cheat Sheet
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Credit Tier & Lender Fit Guide
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Deal Structure Matrix
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One-Call Close Framework
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Application Process Flowchart
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Printable Resources

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Office Desk Cheat Sheet (1-pager)
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Visual Funding Timeline
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Vendor & Lender Outreach Tracker
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Equipment Quote Request Form
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Client Bank Statement Checklist
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Call Log Template
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Bonus Resource

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Download All Templates in One Zip File

(Coming Soon - Full Resource Bundle)

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New Resources Added Weekly

Stay sharp. New tools drop every week based on real feedback from our Broker Built community. Check back often or hop into the course portal to see what's new.

Weekly Updates
Community Driven
Fresh Tools
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Your tools are ready.

Now go build the business.

Welcome to Broker Built How.

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