Meridian Blueprint · Complete Bundle
A brokerage is three jobs, not one.
Volume I builds the business. Volume II builds the borrower pipeline. Volume III places the deals. Buying them together costs $59 rather than $87, and they are written to be worked in that order.
The problem
Most new brokers stall at the second job.
The business gets set up, and then the work of finding borrowers and placing paper turns out to be a different skill entirely.
A brokerage with no pipeline
Entity, compliance and lender relationships are the easy part to finish. Deal flow is the part that decides whether any of it earns.
Borrowers who were never going to fund
Time spent on files that cannot close, because nothing qualified them before the work started.
One lender, one appetite
A single funding relationship means every deal outside its box is a dead end rather than a placement.
Term sheets read, not understood
Points, fees, exit conditions and who actually gets paid when — the detail that decides whether the deal is worth brokering.
Operations
Three volumes, worked in order.
Volume I sets the business up: entity, compliance, positioning and the first lender relationships. Volume II is the acquisition system — where borrowers come from, how they are qualified, and what to do with the ones who are not ready. Volume III is placement: matching a file to an appetite, reading term sheets properly, and the advanced scenarios that come up once volume does.
They are sold separately at $29 each and stand alone. The bundle is for working the whole arc.
Job economics
The tables are the working part.
A hundred and twenty-five of them across the three volumes: qualification criteria, term-sheet anatomy, fee structures, scripts, objection handling and the checklists that keep a file moving.
Lending appetites, rates and programme rules change constantly. The volumes teach the structure and the questions; verify current terms with the lender before quoting anything to a borrower.
Miles' Reality Check
Things to consider before you start.
What this business actually is
Brokering is a sales and relationship business with a finance vocabulary. If you do not want to be the person making the calls, this is not the route.
Licensing varies by state
Mortgage brokering, commercial lending and private money sit under different rules depending on where you and the borrower are. Some activities require a licence. Verify before you take a fee.
Good fit / bad fit
A good fit if you want a low-capital business built on relationships and you can hear no repeatedly. A poor fit if you want something passive — nothing about deal flow is passive.
What's inside
Three volumes. One working sequence.
- Volume I — The Business Launch GuideEntity, compliance, positioning and the first lender relationships.
- Volume I — Getting credibleHow to be taken seriously by lenders before you have a track record.
- Volume II — The Borrower Acquisition SystemWhere borrowers come from, and a qualification process applied before the work starts.
- Volume II — Handling the not-yetWhat to do with borrowers who cannot fund today but might in six months.
- Volume III — Deal PlacementMatching a file to a lender's appetite, and reading a term sheet properly.
- Volume III — Advanced scenariosThe situations that appear once volume does, and how they are structured.
By the numbers
What is actually in the box.
3
volumes, in working order
31,000
words of broker instruction
125
tables, scripts and checklists
$59
instead of $87 separately
3
offline dashboards, one per volume
0
income guarantees
Counted from the shipping files of all three volumes.
Questions
Before you buy.
Can I buy just one volume?
Yes — each is $29 and stands alone. Volume I is the usual starting point. This bundle is only cheaper if you intend to work all three.
Do I need a licence?
It depends on your state, the borrower's state and the kind of lending involved. Some activities are licensed, some are not. The volumes flag where it matters; verify locally before taking a fee.
Do I need capital?
Not to broker. You are placing other people's money, which is the appeal — but it means the business runs on relationships and deal flow rather than on a balance sheet.
Are lender contacts included?
No, and be wary of anything that promises them. What is included is how to find, qualify and approach funding sources, and how to be credible when you do.
How is it delivered?
Instant download. Three volumes, each with an offline dashboard that indexes its files. No account, no subscription.
The offer
All three volumes. One payment.
The complete Private Money Broker Playbook is $59 for all three volumes, against $87 bought separately. One payment, no subscription.
Private Money Broker Playbook
$59
One payment. Instant download.
- All three volumes
- 31,000 words of instruction
- 125 working tables
- Term sheets, scripts and checklists
- Offline dashboard for each volume
- $59 instead of $87
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