A Lewis Business Acumen Program

Launch a Real Private Money Brokerage — Website, Systems, and $100,000+ Training Included.

Everything you need to open the doors A credible broker website on the proven template, the systems that capture and work your leads, and the full 4-week broker training that teaches you how to run the business.

This is not "learn loans." This is a launch. You walk away with a live broker website, the pipeline and follow-up systems behind it, and — in every class-included package — eight live training sessions covering deal screening, lender matching, packaging, and the pipeline math that decides whether you make money or chase your tail.

Website built on the proven template·Broker class capped at 10 students·Three ways to launch·Portal unlocks Day 1

I'm Ready to Go
How It Works

Live sessions teach the business. The portal makes it executable.

Most lending courses sell you a glossary and call it a curriculum. We do the opposite. Four weeks. Eight live one-hour sessions — Tuesdays and Thursdays at 7pm ET, capped at ten students — focused on how the business actually runs: how deals move, how brokers get paid, who you talk to at every step. The portal library is unlocked the moment you enroll, so you can prepare for each session at your own pace.

1

Live Sessions

Two one-hour sessions a week — Tuesday and Thursday — with James and up to nine other students. We cover the decision logic: what a real deal looks like, how to read a lender, where new brokers waste a year.

2

Reps Between Sessions

Every session ends with one specific assignment — screen three deals, build a lender matrix entry, run a borrower intake call. Eight sessions, eight reps. Reps, not theory.

3

Portal Toolkit

Every script, checklist, scorecard, and template lives in your portal — unlocked Day 1. You log in, do the work, and bring the result back to class.

How You Access It

All four workbook-based module packs unlock the moment you enroll.

A structured roadmap tells you exactly what to review before each live session. You can follow it week by week or work ahead — the choice is yours. The live sessions are where the judgment reps happen; the module packs give you the scripts, formulas, lender-guideline examples, and workbook exercises that make those reps possible.

The Curriculum

Four weeks. Eight live sessions. Four workbook packs.

Two live sessions a week — Tuesday and Thursday at 7pm ET. Eight sessions total. Each session anchors a real decision a broker has to make. The four portal module packs unlock Day 1 — the roadmap tells you what to review before each session so the live time is judgment, teardown, roleplay, and reps, not lectures.

Live Sessions

Eight one-hour live sessions on Meet Hour, Tuesdays and Thursdays.

Week 1 · Tue

The Private Money Broker Business Model

What the broker actually does, how brokers get paid, where new brokers waste time, and what separates a funded-loan business from knowing about loans.

Week 1 · Thu

Deal Vision: Seeing the Deal Before the Paperwork

How to quickly identify borrower intent, property type, exit strategy, loan purpose, red flags, and whether the deal deserves deeper review.

Week 2 · Tue

Deal Math Under Pressure

Live math reps using LTV, LTC, ARV, DSCR, rehab budgets, purchase price, cash to close, points, fees, and broker compensation.

Week 2 · Thu

Product Fit: DSCR, Fix & Flip, Bridge, Ground-Up, Commercial

How to decide which loan type fits the deal before shopping it to lenders.

Week 3 · Tue

Lender Guideline Intelligence

How to read lender guidelines from Swift Path resources, spot hard stops, understand soft exceptions, and avoid submitting bad-fit files.

Week 3 · Thu

The Lender Matrix and Match Logic

Build a working lender matrix from real lender criteria: FICO, state, property type, experience, loan size, leverage, DSCR, and exit strategy.

Week 4 · Tue

Borrower Intake and Submission Packaging

Live roleplay: intake call, red-flag screen, document request, deal summary, lender-facing cover memo, and submission order.

Week 4 · Thu

Capstone: Lead to Funded Loan

Full workflow from inbound lead to lender match, submission, follow-up, approval, closing coordination, broker fee, and repeat/referral pipeline.

Portal Library

Four workbook-based module packs — all unlocked the moment you enroll. Each pack carries the good information: short teaching content, workbook exercises, scripts, templates, lender-guideline examples, live-class prep, and one assignment to bring back to class.

Workbook Pack 1 · Week 1

Broker Foundation and Lending Map

Lending landscape, broker role, compliance boundaries, product map, and the language of business-purpose investor lending.

Workbook Pack 2 · Week 2

Deal Math and Product Fit Workbook

LTV, LTC, ARV, DSCR, cash to close, exit strategy, broker points, and matching common investor scenarios to loan products.

Workbook Pack 3 · Week 3

Lender Guidelines and Matrix Builder

Use real Swift Path lender guideline examples to identify FICO floors, state restrictions, experience requirements, loan-size limits, leverage caps, DSCR rules, and hard-stop criteria.

Workbook Pack 4 · Week 4

Intake, Packaging, Closing, and Pipeline System

Borrower intake, red flags, document request flow, lender-facing submission package, follow-up, closing coordination, broker fee tracking, and repeat/referral pipeline.

The Income Reality

The math is real. So is the work.

The $100,000+ Path

Make over $100,000 in the next 12 months.

At a $350,000 average loan size and a 3 point broker fee, each funded loan produces $10,500 in gross broker revenue. The program teaches the pipeline math and operating system needed to turn that into a repeatable business.

A broker gets paid when a loan funds - usually a percentage of the funded amount, called points. In this model, broker fees start at 2 points and commonly range from 2 to 4 points depending on the deal, lender, and agreement. The math is simple. The pipeline that gets you there is the actual skill.

Loan Amount2 Points3 Points4 Points
$150,000$3,000$4,500$6,000
$250,000$5,000$7,500$10,000
$350,000$7,000$10,500$14,000
$500,000$10,000$15,000$20,000
$1,000,000$20,000$30,000$40,000
Average loan$350,000
Broker fee3 points
Revenue per funded loan$10,500
MonthLeadsClose RateFunded LoansMonthly RevenueCumulative Revenue
Month 1810%0$0$0
Month 21010%1$10,500$10,500
Month 3912%1$10,500$21,000
Month 4813%1$10,500$31,500
Month 51415%2$21,000$52,500
Month 61316%2$21,000$73,500
Month 71718%3$31,500$105,000
Month 81218%2$21,000$126,000
Month 91520%3$31,500$157,500
Month 101422%3$31,500$189,000
Month 111324%3$31,500$220,500
Month 121625%4$42,000$262,500

There is obviously no way to guarantee results. Results are completely dependent upon how many qualified leads you generate, how consistently you follow up, and how your close rate improves. This chart shows a realistic ramp with uneven monthly production.

The wrong question is "how much can I make per deal." The right question is "how many leads, conversations, and submissions do I need to close the next funded loan." That math - the pipeline math - is built into the live reps and the week 4 workbook pack. In the example above, the broker starts at a 10% close rate, works toward 25%, crosses $100,000 in cumulative gross revenue in month seven, and reaches $262,500 by month twelve. Income examples are illustrative, not promises.

Inside the Broker Class — included with Brokerage in a Box & Complete Launch

Everything tied to actually getting a deal to the closing table.

After the Four Weeks

The Deal Hot Seat keeps going.

After the four-week intensive ends, you're invited to an optional weekly Deal Hot Seat call that continues indefinitely. Bring a live deal. James reviews it in front of the group. This is where the work becomes a business — the same hour every week, with the same brokers, watching real deals get screened, packaged, and submitted.

See What You Get

A real broker website. Not a mockup.

Every package starts with the proven broker website template. Borrower inquiry form, loan product pages, standard legal pages, mobile-ready. Click through the live template before you buy — your build gets your name, brand, colors, and copy.

The Broker Website Template

Browse the full template live — borrower flow, loan products, inquiry form, and legal pages, exactly as your site will work.

View the live template →
Pick Your Package

Three packages. One brokerage.

Start with the website, or launch the whole business. The class-included packages come with the full 4-week broker training — eight live sessions, the portal library on Day 1, and the indefinite Deal Hot Seat. Tap a package for details.

All three packages check out directly through secure Stripe.

Optional Operations Add-On

Your brokerage support team.

Get the operational support you need to answer incoming calls, schedule appointments, and keep borrower documents moving toward the lender.

Business Phone Number

A professional phone number for your brokerage and incoming business calls.

Call Answering

A team member answers incoming calls and represents your brokerage professionally.

Appointment Setting

Qualified prospects are scheduled on your calendar based on your availability.

Loan Processing Support

A processor helps collect and organize borrower documents for active loan files.

What does a loan processor do?

A loan processor helps keep your loan files organized and moving forward. Your processor requests documents from the borrower, follows up for missing items, organizes what has been received, and helps coordinate document needs between you, the borrower, and the lender.

The processor does not approve loans or make lending decisions. The processor helps the lender receive a cleaner, more complete file.

Start Your Brokerage

Ready to go? Tell us where to reach you.

Start with your contact details. On the next step, you'll choose the package that fits how you want to launch.

Private Money Broker Launch

Choose how you want to launch

Your information is ready. Select a package to continue.

Ready to build a real brokerage?

This is a relationship business supported by systems. The broker who learns to screen, match, package, and follow up — and to do it consistently — is the broker who builds a business that pays. Pick your package and let's get to work.

I'm Ready to Go
I'm Ready to Go