Borrow
Smart
University
™
The premier training program for loan officers seeking to increase their knowledge, experience, and credibility.
Become* a Certified Liability Advisor
*minimum 3 years experience recommended
Live Events
Two Days of Powerful Talks
03 April 2023
09:00 am
I'm a paragraph. Click here to add your own text and edit me. It’s easy. Just click “Edit Text” or double click me to add your own content and make changes to the font. Feel free to drag and drop me anywhere you like on your page. I’m a great place for you to tell a story and let your users know a little more about you.​ This is a great space to write long text about your company and your services. You can use this space to go into a little more detail about your company.
Talk about your team and what services you provide. Tell your visitors the story of how you came up with the idea for your business and what makes you different from your competitors. Make your company stand out and show your visitors who you are.
Live Events - $1,497
Two Days of Life Changing Education
Borrow Smart University™ graduates obtain the “Certified Liability Advisor™" designation after two intense days of personally rewarding liability management education. Topics include, Mortgage: Safety, Liquidity, Return, EPR™, Taxes, Leverage, Diversification, Products, Payment, Availability, Amount, Management Protection, and Discipline. You'll learn how to incorporate those concepts into a Borrow Smart Client Conversation™, along with a patented 3-Step client communications system. You'll learn ways to quickly analyze client liabilities and solve for unique borrowing strategies, tax ramifications of buying, selling and refinancing residential real estate for primary, secondary and investment, Reverse Mortgages, 1031 exchanges, and much more. As a CLA™ graduate you recieve content, training, and new tools that create an unfair advantage in the markets you compete. One enormous benefit of earning your CLA™ - you'll automatically get to join our staff of Facilitators at the National Institute of Financial Education - www.niofe.org. There consumers can connect with you for their liability needs.
When you move from selling products, to offering solutions, you open the doors to position yourself as a financial educator. Borrow Smart University™ provides all you need to put maximum leverage in your time, experience in your process, and reach new referral sources that you never thought possible. Learn more about what you get
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About BSU
What is Borrow Smart University?
Competitive pressure make new customers harder to find, more difficult to keep and less profitable when they stay. BSU builds on a proven platform that distinguishes you and your your services based on the value of the advice you provide - not the price that you charge.
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We 100% guarantee our that you will not be the same loan officer that began these classes. If you complete the work, and don't believe you have an edge over your competition, we'll refund your tuition - no questions asked.
Borrow Smart University™ graduates obtain the “Certified Liability Advisor”™ designation, with all the benefits discussed in the live event above... but for those who don't want to incur travel expenses, or take several days out of the office, we have carefully crafted the material into a series of 3 Courses that cover everything from our live event, + downloadable handouts and reference materials. We then followed each course with specific hands on coaching reviews and exercises that provide direct and practical application of the materials to your current lending business. Many find this approach enjoyable, as you set your own pace and can take up to 90 days. We've had students complete in as little as two weeks, and most pace one hour per week and complete the course in less than two months. You have access to our instructors for questions at any time during your online experience.
100%
+32
+80
100%
Completion Rate
Unique
Classes
New
Ideas
Money Back Guarantee
Instructors
Our exclusive live event instructors:
Sample Content
Course 1 - Class Sample
Course 2 - Coach Sample
Course 3 - Class Sample
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Graduate Testimonials
Jake Jacobson, CLA
"The BSU was a unique experience for me, as we had attendees from both sides of the balance sheet. Although the course work was intensive, there was time for each attendee to share thoughts and ideas that were working for them. We learned a lot from each other."
— Name, Title
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OTHER TESTIMONIALS
RON DOERKSON
DEVON FRANCHINO
JACK MORGAN
Chris Schwab:
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“This was a 10 out of 10! The BSU strategies and training are part of a conversation that I cannot imagine many lenders are having with their clients and partners.”
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“This training has already helped me win business easier by immediately having different conversations with financial advisors that puts us in a position of power.”
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“Imagine the best Tuesday Mastermind session at Macadam…now multiply that by 100.”
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“The CLA is a deep dive into advanced strategies and conversations that give us the opportunity to change people’s lives.”
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“Having the ability to illustrate for a client exactly why putting an extra $40,000 down on their new home may not be the most fiscally responsible decision and showing the numbers that support your opinion gives you credibility that the Rocket Mortgage types will never have. It’s an opportunity to earn trust from your clients and partners that you really are looking out for their financial well-being.”
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“It would actually be harder NOT to 10x my investment of time and money. As long as you actually use the tools we were given, it’s a no brainer!”
Dan Summerfeldt:
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"Definitely a 10 out of 10. Having been a small business owner and a Registered Representative (Financial Consultant) in previous careers, the information in the Borrower Smart University coursework expanded my knowledge and gave me a deeper understanding of how to really help my clients be fully informed as they make decisions on how to move forward toward their financial futures."
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"My biggest take-aways were the 7 Concepts & 7 Steps, and how to set myself apart from other lenders."
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"I've already applied the 7 steps (to help a client decide to apply). When I use this more often, I expect my conversion rate to increase."
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"This training will definitely win me more business from clients and referral partners once I have the opportunity to meet with them. Developing my Audio Logo will help me build more intrigue for prospective partners to invest the time to meet with me and learn our powerful process."
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"The more I use it what I learned in Borrow Smart University, the more value I see in it. Prior to taking the course, I'd have balked at the price. After taking it, I see the value..."
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"I'd be stunned if I didn't 20x my return on investment."
Marc Powarczuk:
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“Absolutely a 10 out of 10. This knowledge will definitely have a positive impact on my business moving forward.”
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“My absolute biggest take-aways were 1: learning the 7-steps to Borrowing Smart and understanding how to apply them to my business presentations to win more business, and 2: Understanding EPR™ along with how to help my clients identify and avoid the hidden costs of a transaction.”
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“The number one thing I will be applying immediately to my business is the 7-step borrow smart conversation. This entirely unique approach will absolutely help me add more referral partners, and not just Realtors anymore, but especially financial advisors and CPA’s.”
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“Any loan officer who wants a better approach to adding new business referral partners absolutely must take this course! The 7 steps and the Borrow Smart tools provide a wealth of new knowledge that gives me something fresh and different that nobody else out there is doing to win business.”
