Commercial Loan Broker Training – Commercial Mortgage Training



Learn to Originate & Fund Commercial Real Estate Loans







Online Training Course

The ICS Commercial Loan Advisor Jump Start Training & Certification Program will provide you with the technical information, origination skills, tools, and resources you need to originate, structure, and fund commercial loans.

Loan Programs

The Commercial Loan Advisor Jump Start Training & Certification Program is straight to the point. Your focus will be learning the 5 core industry loan products, how to propose the proper product, and how to complete and submit a loan package to ICS for funding. Training covers the basics of commercial lending, loan programs available, terminology, how to originate loans, package loans, and submit them correctly for lender placement. You can complete the Online Commercial Loan Training Course and pass the exam in 4-10 hours or less.

Your Business Development Region

The ICS Business Development training section shows you exactly how to build, manage, and cultivate your business development region. We show you how to generate leads, and how to market to borrowers and referral partners efficiently. You will learn how to develop and market to your prospect list, find opportunities, and use key marketing tools and strategies to save yourself time. 

Loan Advisor Certification Exam

The Final Loan Advisor Certification Exam is 200 questions, in addition to mutliple quizes you will complete along the way. You can take the final certification exam as many times as needed at no additional cost.

You need contact leads to begin building your book of business to establish relationships with commercial real estate owners, realtors, bankers, and residential mortgage loan officers. Without contacts, you have nothing to work with. If hired by ICS upon completing training, we provide unlimited access to thousands of contacts to help you get started. We show you how to contact realtors and property owners, what to say, and what tools to use to make this process as seamless as possible. We provide all the contacts, email templates, and call scripts you need to be succecssful.

1 Million+ Realtor Contacts


20,000+ Property Owner Contacts


Daily GoToMeetings Online / FAQ / Training

If hired after completing training, you will connect with your Regional Sales Manager and other Loan Advisors at ICS via our daily GoToMeeting online. Our daily meetings are usually one hour, include training topics, FAQ, and much more. It's a great way to stay connected and stay on track. ICS holds daily GoToMeetings Monday - Friday.



500+ Page Training Guide + Online Training

The ICS online training program is straight and to the point. We show you exactly what to do and say. We provide you the information and direction you need to be successful in this business. Includes online training and a 500+ PDF training manual.

Online Training Sections

Welcome to ICS JUMP-START Training

ICS Loan Advisor Training Guide - PDF

Keep it Simple Daily - Just Do It!!

Using and the FAQ Quick Search Tool

Getting Support at ICS

ICS Lending Platform Registration


ICS Referral Partner Program



Recourse vs. Non-Rourse Loans

Quiz - Know Your Stuff

Using Your Loan Payment Calculator

Quiz - Loan Payment on $2,300,000 at 5.5%

Core Loan Programs

Bridge Loan Video

Loan Programs Video

Permanent Loans

Go to and Upload the Permanent Bank Loan Flyer

Fix & Flip - Rehab Loans

Quiz - Loan Payment on $5,500,000 at 7.5%

New Construction Loans

Construction Loan Video

SBA Loans

5 Core Loan Programs

Quiz - Residential Home Loans

Required Documents For Funding

Access Forms at ICS

Don't Forget - Keep it Simple Daily

The Loan Process - Origination to Funding

Submitting Loans to ICS for Funding Online

How to Submit Loans to ICS - Video

ICS Funding Fee Agreement

Sending a Funding Agreement to Client - Video

Your Pitch

Commercial Real Estate Companies Near You

Your Own Website

INTRO EXAM - ICS Commercial Loan Advisors - 160 Questions

Go to and Upload a Funding Fee Agreement

Go to and Upload a Rent Roll Form

Give us Your Best ICS Pitch - Record & Upload

Again.....Give us Your Best ICS Pitch - Record & Upload

And again.....Give us Your Best ICS Pitch - Record & Upload

One Last Time.....Give us Your Best ICS Pitch - Record & Upload (clone)

Your Referral Partner Intro Email

Referral Partner Call - Video

Give us Your Best Referral Partner Follow-up Phone Pitch

Let's Hear it Again - Give us Your Best Referral Partner Follow-up Call

Property Owner Call Script

Property Owner Call - Video

Mass Calling Techniques For Pros

Documents Needed for a Bank Loan

Documents Needed for a Non-Bank Loan

Final Certification Exam


Complete Online Training / Pass Exam

4-10+ Hours

Many Loan Advisors can get through training and pass their exam in 4 to 10 hours. Others go through training multiple times before proceeding to their 1st live onboard training session in step 2. 

Complete Onboard Training Session

You will complete your onboard training video covering the basics of working with ICS, loan programs, login procedures, using your ICS website, email practices, working with referral partners, and general FAQ. 

You must know how to originate a loan, how to submit a loan to ICS, gather and upload documents, and how to navigate the ICS website in order to be hired to ICS.

Apply to Join an ICS Corporate Loan Advisor Team

Once you have passed the ICS Final exam, completed your onboarding, and attained your ICS Certification, you may apply to join an ICS Corporate Loan Advisor Team, if you have not already been hired. If you are not hired by ICS or choose to work independently, you can work with ICS as a Referral Partner.

Certification "helps you earn" a position with ICS, it DOES NOT guarantee you a spot on our team. We are highly selective.

Teamed with a Regional Sales Manager & Support Team

If hired, you will be teamed with a Regional Sales Manager. Your Regional Sales Manager will be your primary point of contact when originating loans. Referral Partners are teamed with a Senior Loan Advisor at ICS to refer loans to.


PST Monday Tuesday Wednesday Thursday Friday
9 to 10am Onboard Training


Sales Meeting


Sales Meeting


Sales Meeting


Sales Meeting


All Meetings are held online via GoToMeeting

Get Certified