Commercial Mortgage Brokers - The Difference Between Mediocrity and Excellence

Of course there's a lot that goes into being alike trying to predict the future. Of course if the
successful commercial mortgage broker likecommercial mortgage broker doesn't think they
marketing, contacts, sales skills, technicalcan close it, or won't be that competitive, they
knowledge of the industry, market knowledge,won't work on it. Again this is all about protecting
bank contacts, proper administration set up, etctheir time.
so I'm not trying to over simplify the issue; but inIs it a fundable deal? They know, without having
general why are there commercial mortgageto put weeks into shopping banks, where to place
brokers that make seven figures incomes andthe loan. They determine within a half hour if they
many that can't break $100,000 per year?like the deal or to walk from it. They know how
The most important component to this, I believe,to review borrower's tax returns and financials as
is the quality of the deals that the commercialthis is what underwriting is going to look at when
mortgage broker DECIDES to work on. For manythey consider the loan request. Questions like:
this may seem a little contrary to theirWhat's the Net Operating Income? Can we hit the
fundamental "sales" outlook that operate under arequired Debt Coverage Ratio's? How are the
more reactive basis and work on any or all loansbusiness trends, etc? Have to be answered
that cross their desk. Perhaps they're not thatsatisfactorily.
busy and work on weaker loan requests. ButWe see many newer commercial mortgage
successful commercial mortgage brokers arebrokers that submit loan requests that have no
empowered.chance of closing because the cash flow is
Excellent commercial mortgage brokers areunderwater. If the broker knew how to review
extremely careful and selective on whichtax returns they wouldn't have bothered to work
borrowers and which deals they will work on. Ifon the file from the beginning! (We wrote a
they don't like the deal they won't work on it. Iftraining manual on how to prescreen commercial
they don't think they will get multiple transactionmortgages, available on our website)
out of the borrower they'll be less interested inCan I get multiple deals from this borrower and
working with that borrower. If they feel aare the loans fat? The ideal client is one that
borrower is just shopping them they walk orpurchases or refinances multiple loan per year and
convince the borrower to take them seriously.will have some loyalty. Will they sign my exclusive
Again, for whatever reason, they will pass on thebroker fee agreement? Rather than spending
loan request and invest their time into deals thatyour time prospecting, you're submitting packages
are not only doable but will serve their long termand negotiating deals. Rather than sending mailers
goals.to commercial real estate brokers, you're
One component to this is being excellent atreviewing term sheets and scheduling closings.
screening loan requests. What's happening here isAgain there's a lot that goes into being an
the commercial mortgage broker is trying toexcellent commercial mortgage broker but one of
determine, before they put a lot of time into thethe biggest factors is how the broker chooses to
deal, if they can close it and how competitivespend his time and which deals he chooses to
they will be with their existing contacts. Think of itwork on, or to run from.