SBA Broker Fee Blueprint

Description

Turn SBA Packaging Into a Predictable, Six-Figure Revenue Stream — Without Guessing What to Charge

Most brokers are underpaid—not because the deals aren’t profitable, but because the fee strategy is inconsistent, unclear, or based solely on what “everyone else charges.” The result?
Underpriced work, unpredictable income, and fees that don’t reflect the true value of SBA packaging expertise.

The Broker Fee Blueprint™ changes that.

This blueprint shows you exactly how top-performing commercial brokers set, structure, and defend their fees across SBA deals. Whether you package files part-time or run a full brokerage, this guide gives you the formula to stop leaving money on the table and start earning what your expertise is worth.

What You’ll Learn

• Industry-backed fee ranges for packaging, consulting, and support across SBA 7(a) and 504 files.

• How to price deals based on complexity, documentation level, urgency, and borrower experience.

• The complete breakdown of packaging vs. placement fees and when each applies.

• How brokers structure tiered fee options to increase close rates and earn more per client.

• Scripts and templates for explaining fees with confidence—and avoiding negotiation traps.

• How to stay compliant with SBA rules (including when Form 159 is required and when it’s not).

This is the fee strategy most brokers wish they had when they started.

Who This Blueprint Is For

• New brokers who want a clear, professional fee structure

• Mortgage pros adding SBA as a new revenue stream

• Consultants packaging files but unsure how to price

• Experienced brokers wanting more predictable income

• Anyone charging too little due to fear of “losing the client”

If you want clarity, confidence, and a proven way to charge what your work is worth—this is for you.

What’s Inside

✔ SBA-Aligned Fee Ranges
✔ Tiered Pricing Models
✔ High-Ticket vs. Low-Ticket Offer Structure
✔ When & How to Charge an Engagement Fee
✔ How To Build a “Done-For-You” Packaging Offer
✔ Fee Justification Scripts
✔ Borrower-Facing Fee Explanations
✔ Compliance Guide (Form 159, lender-paid vs. borrower-paid scenarios)
✔ Bonus: Fee Strategy for High Complexity Deals (Real Estate, Projections, DSCR Issues, Restructures)

Why You Need This

SBA packaging is not low-value work — it’s the difference between a declined file and an approved deal.

A strong fee strategy lets you:

• Earn more per client

• Reduce no-shows and time wasters

• Filter out unqualified borrowers

• Increase professionalism

• Build predictable monthly revenue

This blueprint pays for itself the very first time you apply it.