Commercial Lending Mentoring
Most brokers know commercial is the gap. Very few know who to learn it from, until a deal walks in.
A commercial enquiry does not wait for you to be ready. It arrives as a self-employed client buying their factory, a trust buying a shop, a tradie who needs equipment finance by Friday. As you read this, you can probably name the last one you referred away.
What the program is
The Commercial Lending Program takes credit-trained professionals from banking and finance backgrounds and builds the other half of the skillset: finding clients, winning trust, running a pipeline you own, and turning one settlement into a referral engine. Your credit knowledge stops being the whole toolkit and becomes what it should be: your unfair advantage.
What's included:
scheduled sessions
Booked in advance on Google Meet through the availability calendar. Deep coaching, deal review, credit memo drafting and next-stage planning happen here, with more sessions bookable as your pipeline grows.
Weekly Coaching Group
Deal support
The FYI Broker Toolkit
Working software tools, including the BID Snippet tool, plus Belinda’s own templates: pre-appointment questionnaire, first interview guide, deal worksheet, engagement letter, credit memorandum and pricing comparison.
Video library
42 hours of instructional video organised by stage, with the full Commercial Know How curriculum and Loom training on scripts, process, lending strategy and CRM integration.
Thursday Wins
Is this right for you?
- Who this is for
- Residential brokers with self-employed, company or trust clients who keep getting asked about commercial
- Bankers and credit professionals moving into broking who know credit but haven’t had to find clients, run the first interview or get paid
- Established brokers who want to add commercial as a second arm and lift income per client
- Brokers who have been referring commercial deals away and want to keep them
- Anyone who wants a process, not a product list, from a mentor who has written commercial for 20 years
- Brokers ready to learn on live deals and work through templates on real scenarios
- Who this is not for
- Brokers expecting commercial enquiries to arrive on their own. You’ll be shown how to find the clients yourself
- Anyone looking for a quick fix or a one-deal answer, as the program builds a long-term strategy over six months
- Brokers who won’t commit to regular sessions and put the templates to use
- Anyone expecting a lender BDM-style service. This is mentoring on your side of the table, not deal placement
Commercial Lending Mentoring
Pricing on request
Direct mentor support from Belinda, the full Commercial Know How curriculum, her working templates, and everything the FYI system carries. No tiers, no add-ons.
- Structured 1-on-1 mentoring
- Deal support
- FYI Broker Toolkit access
- Instructional video library
Free first chat. We check fit both ways.
Straight answers to real questions
I’m a residential broker. I don’t have any commercial clients.
Look at your existing book. Self-employed clients, company and trust borrowers, anyone with an ABN: those are commercial conversations you are already sitting in. The program starts with your first client and the pre-appointment questionnaire, so the first deal comes from the book you already have.
Commercial deals take months. Can I afford the time?
They take months when you learn the process on a live file. They take far less when the engagement letter, the credit memorandum and the pricing comparison are templates you already hold and have written before. That is exactly what Part B is for.
My aggregator has commercial BDMs. Why do I need this?
A lender BDM is there to place deals with their lender. They are not there to teach you the five Cs of credit, write your credit memorandum, or price a facility across four banks and present it. The program is the layer that sits between you and every lender, on your side of the table.
I don’t want to be locked into set appointments. What if I need help between sessions?
Set sessions are for deep coaching. They are not the only contact point. If something is urgent on a file, you message or call. The scheduled Google Meet is where the thinking gets done; the channels between are how a live deal gets unstuck.
Commercial mentoring places are open now.
Intake is limited, and a waiting list opens once it fills.