Brokers Triage

Unlock the key difference between successful brokers and traditional bankers in this must-watch episode with Derrick Brown, former SVP at Wells Fargo and co-founder of Commercial Loan Broker Institute. Derrick shares real-world insights from 27+ years in banking and brokering, revealing how the “triage first” approach can save you time, protect your income, and close more deals. Discover why speed, adaptability, and knowing when to dive deep are essential skills for every top-performing commercial loan broker.

Whether you’re a banker looking to pivot or a broker wanting to sharpen your edge, this video breaks down the exact steps, mindset shifts, and daily practices that set high earners apart. Grab your notepad—these are the frameworks and habits that can transform your business!

⏰ Timestamps
00:00 – Introduction & Darrick’s banking background
02:10 – The “Banker’s Trap” & why habits matter
05:30 – Triage vs. Underwriting: The broker’s advantage
09:00 – The triage process: steps & sample questions
13:20 – Real-world example: banker vs. broker
16:00 – Mindset shift: Protecting your time & income
19:45 – Key takeaways: Speed, matching, and getting paid
22:00 – Final thoughts & next steps

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