FAQ

Most broker associations are only profit-oriented using brokers to attract lender sponsor dollars for conferences. They are not ran as associations in any capacity and brokers consistently complained about the lack of experience and industry knowledge these organizations have. Because there is a focus solely on conferences without prioritizing the long-term success and protection of brokers, the CCBA is the only true association in the industry that covers all commercial products, built to protect brokers’ interests, advocate for transparency, and foster a sustainable broker-lender community. Every membership fee delivers tangible benefits designed to help you build and grow your business while shaping a stronger, more ethical industry.

Please avoid any group, association, training organization, or body that utilizes the term "Loan Broker". We strongly discourage the use of this phrase and the stigma associated with it. The CCBA is driven to separate quality advisors from those focused on debt and damage to borrowers.

Our advocacy efforts are grounded in evidence-based research, broker discovery, and collaboration with decision-makers. We submit thousands of letters on behalf of brokers each year and provide data-driven insights to policymakers. This ensures that when regulations are written, the voices of brokers are heard and their interests are protected.

CCBA enforces a strict Code of Ethics for both brokers and lenders. Complaints are investigated thoroughly, and members found to be in violation may face corrective action, suspension, or removal. This commitment to accountability helps maintain a trusted, ethical community.

Brokers and lenders deserve more than promises of networking. We focus on delivering tangible value with every membership, including technology, training, and legal resources. We build high-quality solutions at cost so that members can grow their businesses with reliable support.

There are no other platforms built exclusively for commercial capital brokers. Every tool we create is developed in-house, with direct input from our members. This ensures our technology is relevant, reliable, and maintained for the long-term success of brokers and lenders. Our approach is nonprofit in nature, focused on delivering maximum value without inflated costs.

Broker members gain access to industry-leading tools, advocacy support, legal resources, and a trusted network of lenders. Membership provides real opportunities for growth, education, and collaboration, along with a voice in the reform and regulation of the industry.

Lender members gain direct access to qualified and vetterd brokers, increased visibility through our platform, and opportunities to participate in advocacy and community initiatives. Membership strengthens relationships, enhances collaboration, and supports ethical and transparent deal flow.

You can complete your registration directly on our website. Broker registrations are reviewed manually, while lender registrations are verified to ensure alignment with our standards and agreements. Once approved, you will receive a request to sign our Code of Ethics and Enforcement Policy documents. Once executed, login details and access to member resources will be provided.

Access is restricted to trained and experienced brokers. All broker registrations are manually reviewed and will not be granted immediate access. Verification may include confirming completion of one of our partner training programs or demonstrating substantial transaction volume across multiple financial facility types. Brokers without training credentials must provide documentation reviewed by our general counsel showing substantial funded volume per facility type. This process ensures that only qualified professionals can access the platform, maintaining the integrity of the broker-lender community.

Broker members have access to the Funding Scenario Tool, AI driven Deal Packager, Client Portals, and the Lender Library. These tools are designed to streamline deal packaging, improve efficiency, and strengthen relationships with lenders.

Lender members gain access to profile hosting, a deal submission and communication platform, and a marketplace for reviewing unmatched opportunities. These tools create visibility, build connections, and make managing broker relationships seamless.

The AI driven Deal Packager automates the process of compiling borrower information, financials, and documentation into professional, lender-ready packages. This ensures accuracy, saves time, and improves deal presentation quality.

Yes. We provide guided training and support for all members to ensure you can use every feature effectively. Our support team can walk you through each tool step by step or provide video resources for self-paced learning. We also have a live support team on the platform at no additional cost.

Yes. Members are encouraged to join regional councils and beta groups. These opportunities allow you to collaborate with other professionals, share feedback, and help shape future tools, resources, and advocacy initiatives.

Our Ethics Committee oversees the process of reviewing and investigating complaints. Actions can range from advisory guidance to membership suspension or revocation, depending on the severity of the issue. This ensures a professional, ethical environment for all members.

Complaints can be submitted directly through our website using the designated form. Include as much supporting documentation as possible so the Ethics Committee can conduct a fair and thorough review.

Members who violate the Code may receive advisory guidance, formal warnings, or in serious cases, suspension or revocation of membership. This process protects the integrity of our community and ensures all members operate with professionalism.

You can reach our support team via email or through the contact form on our website. Members also have access to live support through our platform for more immediate assistance.

Yes. Members are invited to share insights, articles, or industry updates for publication in CCB Magazine. Contributions are reviewed by our editorial team to ensure quality and relevance.

Participation is encouraged through advocacy campaigns, councils, beta testing groups, and events. You can also volunteer for initiatives or contribute to educational content that supports the broker-lender community.