CFM™ | Complimentary Commercial Deal Tools + Live Online Workshop Invitation

CFM^™

Commercial Financing Mastery

Capital Advisory • North America

◆ Complimentary Tools + Live Online Workshop • North America

The Commercial Deal System
Most Brokers Will Never Have

Two Complimentary Tools That Separate Transactional Brokers From Institutional Partners

Most mortgage brokers chase deals every Monday.

The best ones don't.

They've built a system that sends deals to them consistently, through referral partnerships with CPAs, accountants, and business networks.

Today we're giving you access to the exact two tools we use at CFM to run that system, plus an invitation to our live online workshop.

Scroll to claim your complimentary tools

What You're Getting: 100% Complimentary

Two Tools. One Complete System.

Deal generation on one side. Deal qualification on the other. That's a complete commercial financing operating system.

Tool 01: PDF Playbook

The COI Playbook

Deal Generation System

How to build a CPA referral engine that sends you qualified commercial deals on repeat
The Broker vs. Partner Diagnostic: shows you exactly where you are right now
The Double-Dip Value Engine: why CPAs actually want to refer to you
The Lease-to-Legacy Case Study: a real $2.25M deal broken down
The Strategic CPA Outreach Script: word-for-word language to open conversations

Tool 02: Google Sheet

The SBL/SBA Deal Screener

Deal Qualification System

Pre-qualify every commercial deal in under 10 minutes
✓Covers: USA: SBA 7(a) and SBA 504 programs Canada: BDC, chartered banks, and credit unions
Auto-calculates LTV, payments, debt service, and your broker compensation
3 Critical Gates tell you instantly: pursue or walk away
Built-in sample deals so you see exactly how to use it

$2.25M

Case Study Deal

Inside the COI Playbook

<10 Min

To Qualify Any Deal

With the Screener

Complimentary Tools

Delivered to your inbox

Instant Access

Get Both Tools Complimentary
+ Your Live Online Workshop Invitation

Enter your name and email below. We'll email you both tools and your invitation to register for the next complimentary live online workshop with Sua Truong.

COI Playbook PDF SBL/SBA Screener Live Workshop Invite

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Exclusive Invitation

What's Inside Your Live Online Workshop Invitation

A complimentary live online workshop with Sua Truong. Once you opt in above, we'll email you the details and the registration link for the next session.

🎯

Live Online Workshop: What You'll Walk Away With

✓Live online walkthrough of the COI Playbook, including real CPA outreach roleplay
✓Real commercial deals run through the Screener step by step, in front of you
✓Open Q&A: bring your own deal and ask your questions directly
✓Hosted live online by Sua Truong, 30+ year commercial financing operator

"Your two tools and your live workshop registration link are on the way to your inbox." If you're a residential broker considering commercial, or a loan officer looking to expand your practice, this live online workshop will change how you see the market.

Qualification

Who Is This For?

🏦

Mortgage Brokers

Residential brokers hitting a ceiling and looking for the next growth opportunity in commercial

📋

Loan Officers

Loan officers interested in expanding their practice into commercial financing deals

🏢

Real Estate Professionals

Agents and brokers wanting to add commercial to their toolkit and access larger transactions

💼

Investors & Business Owners

Anyone trying to understand commercial deal structure and financing from the inside

Zero experience required. These tools work even if you've never touched a commercial deal, because the framework does the thinking for you. If you're serious about building a system instead of chasing deals, this is where you start.

Common Questions

Frequently Asked Questions

Do I need commercial financing experience to use these tools?

No. The tools are designed for brokers transitioning from residential to commercial. They work whether you have 20 years of experience or you're completely new to commercial deals.

How does the live online workshop work?

After you opt in, we'll email you both tools along with a registration link for the next live online workshop. Click the link to register, and you'll receive a confirmation with the date, time, and join details.

How long does the workshop last?

About one hour. Live Q&A included. The exact date and time will be confirmed by email once you register.

What if I can't make the session I registered for?

No problem. We host live online sessions on an ongoing basis, so if you miss the one you registered for, we'll let you know about the next available session. The live online format is where the real value happens: you can ask questions about your specific deals in real time.

Is there a catch?

No catch. The tools are complimentary. The live online workshop is complimentary. We built these because we believe brokers deserve access to real systems, not just theory.

Does the Screener work for both Canada and the U.S.?

Yes, the SBL/SBA Deal Screener covers both markets. Canada side includes BDC, chartered banks, and credit unions. U.S. side covers SBA 7a and SBA 504 programs with auto-calculations for both.

Last Chance

Stop Chasing Deals.
Start Running a System.

Get the COI Playbook, the SBL/SBA Deal Screener, and your invitation to register for the complimentary live online workshop, delivered to your inbox in minutes.

Send Me The Tools + Live Workshop Invite

100% Complimentary. No credit card required.