Guides

Expert guides for commercial mortgage brokers and CRE professionals.

Showing 38 broker strategy guides Clear filter

May 2, 2026 Broker Strategy

Commercial Mortgage Broker Licensing by State

Commercial mortgage broker licensing varies by state, with most states exempting pure commercial brokering from NMLS but roughly 20 requiring some form of license or registration. Here is a state-by-state breakdown of where you need a license, where you do not, and how to verify current requirements.

Apr 24, 2026 Broker Strategy

E&O Insurance for Mortgage Brokers: A Commercial Broker's Guide

Errors and omissions (E&O) insurance protects commercial mortgage brokers from claims alleging professional negligence, misrepresentation, or failure to deliver promised services. Here is what coverage typically costs, what it does and does not cover, and how to shop for a policy that fits a commercial mortgage brokerage.

Apr 24, 2026 Broker Strategy

Preferred Equity for Multifamily Development: A Broker's Guide

Preferred equity for multifamily development fills the gap between senior construction debt and sponsor equity on ground-up apartment deals. Here is how preferred equity is priced, structured, and documented, and what brokers need to know before placing one.

Apr 21, 2026 Broker Strategy

Commercial Mortgage Broker Business Plan: A Working Template

A commercial mortgage broker business plan that works starts with three numbers: closings per year, average loan size, and commission rate. Here is a peer-to-peer template covering market positioning, licensing, lender network, revenue model, and the first 12 months.

Apr 17, 2026 Broker Strategy

Best CRM for Commercial Mortgage Brokers: A Practical Comparison

A broker-focused comparison of CRM platforms for commercial mortgage brokers: HubSpot, Salesforce, Pipedrive, Follow Up Boss, Zoho, and purpose-built CRE tools. What to look for, what to avoid, and how to choose based on deal flow and team size.

Apr 16, 2026 Broker Strategy

Cold Storage and Food Distribution Warehouse Financing

How to finance cold storage, refrigerated distribution, and food processing warehouses. Covers loan types, specialized equipment and racking considerations, cap rates, and what lenders look for in temperature-controlled industrial deals.

Apr 14, 2026 Broker Strategy

Commercial vs Residential Mortgage Brokering: Key Differences

How commercial mortgage brokering differs from residential: deal structures, underwriting, compensation, licensing, timelines, and what brokers should know before choosing a path or expanding into commercial.

Apr 1, 2026 Broker Strategy

Why Residential Brokers Are Adding Commercial to Their Business

Residential mortgage brokers are expanding into commercial real estate lending at a record pace. Here's why the shift is happening, what's driving it, and how to position yourself for the transition.

Mar 31, 2026 Broker Strategy

Cannabis Real Estate Financing

How to finance commercial real estate for cannabis operations including dispensaries, cultivation facilities, and processing centers. Covers lending challenges, available loan types, lease structures, and what brokers need to know about this emerging property niche.

Mar 30, 2026 Broker Strategy

Schedule a Demo Below

See how Janover Pro can transform your financing process. Book a personalized demo with our team today.