31 lessons7 modules

EDGE: From Pass-Through Broker to Transaction Advisor

Learn to establish trust, triage and pre-underwrite the deal, build a realistic Capital Path, and present a prepared file to the right lender.

Ken Moore

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31 lessons across 7 modules
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Is this you?

For the serious commercial broker who values customer service and is tired of wasting time on files that crash in underwriting — use EDGE to qualify the deal, ask the good questions early, and turn a loose request into a prepared path to the right lender.

What’s inside

7 modules, 31 lessons.

01From Glorified Fax Machine to Transaction Advisor3 lessons

Why Million-Dollar Transactions Deserve More Than Pass-Through Brokerage13 min

Know What You’re Really Dealing With Before You Present It14 min

The EDGE Flow: NDA, Triage, Pre-Underwriting, and Capital Path15 min

02Start the Trip Where the Customer Is4 lessons

No GPS Can Map the Route Until It Knows Where You’re Starting8 min

You Do Know You’re a Professional, Right? Lead as an Advisor, Not a Ticket Taker9 min

Find Out the Customer’s Goal, Not Just the Loan Amount9 min

Use the NDA to Establish Trust and Open the Real Conversation8 min

03Triage the Deal Before It Wastes Everyone’s Time4 lessons

Run a Real or Sample Deal Through the EDGE Intake10 min

Surface Liens, Shared Ownership, and Missing Context Early10 min

Separate What You Know About the Customer from What the File Proves10 min

Use the EDGE Triage to Decide Whether the Trip Can Start11 min

04Find the Deal’s DNA Through Pre-Underwriting5 lessons

Read the Deal’s DNA Before Choosing the Tests8 min

When “I’ve Worked on Houses” Does Not Prove “I Can Run the Build”8 min

Pair Industry Submission Standards with the Good Questions9 min

Turn EDGE Hub Follow-Ups into a Stronger Customer Conversation8 min

Distinguish the Building Risk from the Business Risk9 min

05Replace the Waiting Game with Productive Clarity5 lessons

Why “A Few Weeks” Can Become a Lie the Customer Plans Around8 min

Stop Mistaking a Term Sheet for Progress8 min

Replace the Mental Waiting Room with Productive Activity9 min

Give Context, Invite Questions, and Say When You Do Not Know8 min

Protect Your Credibility Without Promising a Yes9 min

06Build the Capital Path to the Right Lender5 lessons

Read the EDGE Capital Path Without Turning It into a Guarantee9 min

Compare the Available Routes, Timelines, Obstacles, and Tradeoffs10 min

Recognize When the Original Loan Request Is Not the Right Route9 min

Give a Useful No, a Repair Path, or a Prepared Way Forward10 min

Preserve Neutrality by Supporting the Loan Instead of Funding It9 min

07Present a Prepared File and Operate Like an Advisor5 lessons

Match the Deal to the Right People and Companies11 min

Use EDGE Outputs to Prepare the Customer Before Submission11 min

Send the Lender Answers Before the Underwriter Has to Ask12 min

Turn the Engagement Fee into a Real Advisory Product11 min

Guidance for Every Transaction: Trust the Process and Improve with Every File13 min

Your guide

Ken Moore

Every lesson in this course is drawn from Ken’s own story — told in their own words, and built to walk you through the same path.

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