CFM™ | Free Commercial Deal Tools + Workshop Invitation

CFM^™

Commercial Financing Mastery

Capital Advisory • North America

◆ Free Tools + Workshop Invitation • North America

The Commercial Deal System
Most Brokers Will Never Have

Two Free 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.

Scroll to claim your free tools

What You're Getting — 100% Free

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 Canada (BDC, chartered banks, credit unions) AND USA (SBA 7a, SBA 504)
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

Free Tools Today

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Instant Access

Get Both Tools Free
+ Your Workshop Invitation

Enter your name and email below. Both tools will be sent to your inbox within minutes. You'll also receive an invitation to our free live workshop.

COI Playbook PDF SBL/SBA Screener Workshop Invite

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Exclusive Invitation

What's Inside Your Workshop Invitation

A live, free workshop with Sua Truong. Date and time will be sent by email. Reserve your spot by claiming the tools above.

🎯

Free Live Workshop — What You'll Walk Away With

✓Live 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
✓Completely free. No upsell. No pitch. No catch.

"Your two tools are attached. Your workshop details are below." If you're a residential broker considering commercial, or a loan officer looking to expand your practice, this 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 long does the workshop last?

About one hour. Live Q&A included. We'll send you the exact date and time once you download the tools and confirm your email.

What if I can't make the live workshop?

You'll get a recording. But the live workshop is where the real value happens — you can ask questions on your specific deals in real time.

Is there a catch?

No catch. The tools are free. The workshop is free. 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 the free live workshop — all free, delivered to your inbox in minutes.

Send Me The Tools + Workshop Invite

100% Free. No credit card. No pitch.