Learn How Capital Actually Works.
And how that understanding is applied to real commercial loan deals.
Legacy Lending Academy teaches the principles capital uses to evaluate risk — and how to structure deals that get funded.
Why Legacy Lending Academy?
Real-World Training, Not Theory
We teach what actually works in today’s market — from sourcing deals to submitting files that get funded.
Step-by-Step Business Launch System
From paperwork to prospecting, you’ll get a clear path to start and grow your brokerage with confidence.
Guided Tech Setup & Tools
Access professionally designed website, CRM, and email templates built specifically for commercial loan brokers. We give you the structure, tools, and guidance — you customize and launch your business your way.
Learn at Your Pace, Launch on Your Terms
Online access, flexible format, and lifetime content access mean you can learn anytime, anywhere.
Built by Brokers, for Brokers
This isn’t corporate fluff. Legacy Lending Academy was created by a seasoned broker who’s closed millions in deals — and is now showing others how to do the same.
Exclusive Access to Lenders
Upon completion, gain access to a network of vetted lenders actively looking to fund deals.
Meet The Founder
Andre Woodley
Andre Woodley has spent more than 25 years in the lending industry helping businesses access real capital. After launching Declare Capital in 2014, he worked directly with entrepreneurs to structure and close commercial funding deals across multiple industries.
Legacy Lending Academy was created to pass on that real-world knowledge — training new brokers to operate professionally, close legitimate deals, and build long-term income through commercial lending.
What's Included in Your Training
Extensive Commercial Loan Broker Training
Are you ready to take your career in commercial lending to the next level? Our Extensive Commercial Loan Broker Training will give you the knowledge, tools, and confidence to thrive in this lucrative industry. Whether you’re just starting out or looking to refine your skills, this training is designed for entrepreneurs who want to succeed as professional commercial loan brokers.
Understanding Commercial Lending Products
Mastering the Art of Client Acquisition
Navigating the Loan Application Process
Legalities and Compliance
Sales Strategies for Loan Brokers
Effective Marketing for Loan Brokers
Managing Multiple Clients and Deals
Complete Business Setup Guidance
Starting a successful commercial loan brokerage business can be a daunting task, but with our Complete Business Setup Guidance, we break down every step to ensure you’re ready to hit the ground running. Whether you're a seasoned entrepreneur or new to the industry, our comprehensive approach will help you establish a strong foundation for your business.
Here’s what you’ll get:
Setting Up Your Business Entity
Creating a Business Plan
Building a Strong Brand Identity
Setting Up Your Office and Operations
Financial Setup: Budgeting and Accounting
Building Your Client Acquisition Strategy
Managing Multiple Clients and Deals
Compliance and Licensing
Creating Your Sales Process and Pipeline
Website Template + Launch Guidance
Launching your commercial loan brokerage business online is one of the most important steps to reaching a wider audience and establishing credibility. That’s why, as part of this exclusive offer, we provide you with a fully functional website template to start building your online presence right away.
Here’s what you’ll get:
A Website Design Template
Mobile-Optimized for All Devices
SEO-Optimize Function for Search Engines
Content Management System (CMS)
Lead Generation Tools Integrated
Ongoing Website Support
Professional Branding
CRM Platform Access
A Customer Relationship Management (CRM) system is essential for managing client interactions, tracking leads, and maintaining long-term relationships. With our Integrated CRM System, you’ll have a powerful tool at your fingertips to manage your business more efficiently and effectively, helping you grow your commercial loan brokerage with ease.
Here’s what you’ll get:
All-in-One Client Management
Lead and Opportunity Tracking
Sales Pipeline Management
Email and SMS Marketing Automation
Customizable Dashboards & Reporting
Task and Calendar Management
Automated Workflows
Seamless Integration with Other Tools
Ongoing Support and Training
Guaranteed Access to Lenders Upon Completion
Upon completing the Legacy Lending Academy training program, you’ll not only have gained the knowledge and tools to succeed as a commercial loan broker, but you’ll also be granted direct access to a network of trusted lenders. This exclusive benefit ensures that you can immediately start brokering deals with real, active lenders once you've completed your training.
Here’s what you’ll get:
Direct Access to Top Lenders
Pre-Approved Broker Partnerships
Exclusive Lender Deals
Fast-Track Your Brokering Career
Ongoing Lender Relationships
Support for Loan Placement
Weekday Training & Educational Q&A Calls
In addition to the core training, students receive access to weekday training and educational Q&A calls designed to reinforce the material and help concepts click in real-world situations.
These sessions are focused on learning, clarification, and professional development, not shortcuts or deal promises, and are structured to help you think like a commercial loan broker.
What these calls include:
Clarification on training concepts and modules
Educational discussion of deal scenarios and case examples
Guidance on how to analyze opportunities the right way
Insight into how lenders view common deal structures
Strategic Partnerships for Residual Income
Ongoing reinforcement as you move through the training
Financial Foundations Module
This module breaks down key financial statements, underwriting ratios, and credit evaluation used by lenders. You’ll learn how to read bank statements, understand tax basics, and analyze financial data for accurate deal placement and lending decisions.
Here’s what you’ll get:
Profit & Loss (P&L) Statement
Balance Sheets
Cash Flow Statements
Statements of Equity
Analyze underwriting ratios used by lenders
Understand depreciation and amortization
Read and interpret financial statements for deal placement
Understand tax basics as they relate to lending decisions
Evaluate personal credit and business credit
Review and analyze bank statements
Business Foundation & Entity Set-Up
This module covers the foundations of building a legitimate business, guiding you through LLC formation, operating agreements, EIN setup, and opening a business bank account the right way—so you start strong and stay compliant.
Here’s how we’ll help you unlock this earning potential:
Choose a compliant and professional business name
Properly form your LLC
Understand and obtain an Operating Agreement
Apply for and use your EIN correctly
Open a business bank account the right way (and avoid common red flags)
(Bonus Module) Merchant Services Sales
Learn the core concepts of payment processing, including credit card pricing models, merchant account setup, risk evaluation, and compliance. This module also explains chargebacks, disputes, and the roles of key players involved in the payment ecosystem.
Here’s what you’ll get:
Key players in the credit card processing ecosystem
How credit card pricing models work
Risk assessment in merchant processing
Introduction to payment processing fundamentals
Processing structures and merchant account setup
Understanding chargebacks, disputes, and compliance
30-Day Satisfaction Guarantee
If you decide within your first 30 days that Legacy Lending Academy is not the right fit, you may request a refund.
Why Legacy Lending Academy Works
Legacy Lending Academy was built for people who want more than a side hustle — they want a system, a strategy, and a business they can scale.
This isn’t theory or fluff. You’ll learn how to:
Anyone Who Wants to Earn Residual Income Helping Businesses Grow
Structure real commercial loan deals, including Real Estate, SBA, Equipment Loans, MCA’s, and more
Anyone Who Wants to Earn Residual Income Helping Businesses Grow
Find the perfect loan for your customer
Anyone Who Wants to Earn Residual Income Helping Businesses Grow
Help small businesses get funded fast
Anyone Who Wants to Earn Residual Income Helping Businesses Grow
Get paid multiple ways (front-end fees, and backend bonuses, residual income)
Whether you're starting from scratch or have some experience, we’ll walk you through the full process step-by-step.
Course Breakdown
This course provides a step-by-step guide to becoming a successful commercial loan broker. You will gain expertise in understanding various loan products, creating strategic business plans, building strong networks, mastering marketing and lead generation, navigating deal mechanics, and closing deals efficiently
Introduction to Commercial Lending
Anyone Who Wants to Earn Residual Income Helping Businesses Grow
Commercial
Loan Broker
Anyone Who Wants to Earn Residual Income Helping Businesses Grow
Business
Financing
Anyone Who Wants to Earn Residual Income Helping Businesses Grow
Earning
Potential
Understand the role of a commercial loan broker
Gain familiarity with the landscape of commercial lending
Overview of Commercial Lending
Importance of a Loan Broker in Business Financing
The EARNING POTENTIAL in Commercial Lending
Financial Foundations
Anyone Who Wants to Earn Residual Income Helping Businesses Grow
Financial
Statements
Anyone Who Wants to Earn Residual Income Helping Businesses Grow
Cash Flow
Anyone Who Wants to Earn Residual Income Helping Businesses Grow
Credit Risk
Profit & Loss (P&L) Statement
Balance Sheets
Cash Flow Statements
Statements of Equity
Analyze the underwriting ratios used by lenders
Understand depreciation and amortization
Read and interpret financial statements for deal placement
Understand tax basics as they relate to lending decisions
Evaluate personal credit and business credit
Review and analyze bank statements
Types of Commercial Loans
Anyone Who Wants to Earn Residual Income Helping Businesses Grow
Loan
Types
Anyone Who Wants to Earn Residual Income Helping Businesses Grow
Commercial
Loans
Anyone Who Wants to Earn Residual Income Helping Businesses Grow
Investments
Loan
Learn the features and uses of different commercial loans
Understand how to match loan types to client needs
SBA Loans
Equipment Leasing
Asset-Based Lending
Project Financing
Bridge Financing
Investment Real Estate Loans
Lines of Credit & Business Lines of Credit (BLOC)
Merchant Cash Advances (MCA)
Specialty Healthcare Financing
401K Retirement Funding
Mezzanine Financing
Hard Money Financing
Business Blueprint & Operations
Anyone Who Wants to Earn Residual Income Helping Businesses Grow
Target
Audience
Anyone Who Wants to Earn Residual Income Helping Businesses Grow
Business
Plan
Anyone Who Wants to Earn Residual Income Helping Businesses Grow
Unique
Value
Defining your target audience
Developing your Unique Value Proposition (UVP)
Setting realistic business goals and objectives
Budgeting and Setting up operations
Building Your Network
Anyone Who Wants to Earn Residual Income Helping Businesses Grow
Lender
Relationship
Anyone Who Wants to Earn Residual Income Helping Businesses Grow
Client
Relationship
Anyone Who Wants to Earn Residual Income Helping Businesses Grow
Networking
Techniques
Build Lender Relationship (Banks, Private Lenders, Specialty Lenders)
Strengthening Client Relationships
Networking techniques to expand your influence
Marketing and Lead Generation
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Cold
Outreach
Anyone Who Wants to Earn Residual Income Helping Businesses Grow
Lead
Generation
Anyone Who Wants to Earn Residual Income Helping Businesses Grow
Online
Marketing
Online Marketing Strategies: Websites, Social Media, SEO, PPC
Offline Marketing Strategies: Events, Print Materials, Networking
Cold Outreach: Cold Calls, Email Campaigns, Direct Mail
Building a Referral System: Engaging Realtors, Financial Advisors, and CPAs
Deal Evaluation & Lender Matching
Anyone Who Wants to Earn Residual Income Helping Businesses Grow
Matching
Clients
Anyone Who Wants to Earn Residual Income Helping Businesses Grow
Broke A
Loan
Anyone Who Wants to Earn Residual Income Helping Businesses Grow
Finding
Deals
Sourcing Deals: Identifying Opportunities and Prospect
Evaluating Clients: Assessing Financials and Loan Viability
Matching Clients with Leaders
Deal Execution & Funding Process
Anyone Who Wants to Earn Residual Income Helping Businesses Grow
Navigating
Clients
Anyone Who Wants to Earn Residual Income Helping Businesses Grow
Deal
Close
Anyone Who Wants to Earn Residual Income Helping Businesses Grow
Managing
Clients
Preparing Documents for Lender Approval
Managing clients expectations
Navigating final negotiations
Ensuing compliance and smooth Disbursement
Business Foundation & Entity Setup
Anyone Who Wants to Earn Residual Income Helping Businesses Grow
Legal Structure
Anyone Who Wants to Earn Residual Income Helping Businesses Grow
Operating Setup
Anyone Who Wants to Earn Residual Income Helping Businesses Grow
Business Banking
Choose a compliant and professional business name
Properly form your LLC
Understand and obtain an Operating Agreement
Apply for and use your EIN correctly
Open a business bank account the right way (and avoid common red flags)
(Bonus Module) Merchant Services Sales
Anyone Who Wants to Earn Residual Income Helping Businesses Grow
Processing
Anyone Who Wants to Earn Residual Income Helping Businesses Grow
Pricing
Anyone Who Wants to Earn Residual Income Helping Businesses Grow
Risk & Compliance
Key players in the credit card processing ecosystem
How credit card pricing models work
Risk assessment in merchant processing
Introduction to payment processing fundamentals
Processing structures and merchant account setup
Understanding chargebacks, disputes, and compliance
What Happens After You Enroll
Anyone Who Wants to Earn Residual Income Helping Businesses Grow
Instant Access
You’ll receive immediate access to your training portal and the private Legacy Lending Academy community.
Anyone Who Wants to Earn Residual Income Helping Businesses Grow
Build Your Business Foundation
You’ll begin setting up your website and CRM using provided templates, along with guidance on business email and core systems.
Anyone Who Wants to Earn Residual Income Helping Businesses Grow
Guided Launch Support
Step-by-step training walks you through launching your brokerage the right way from structure to strategy.
Anyone Who Wants to Earn Residual Income Helping Businesses Grow
Ongoing Deal Guidance
You’ll have regular access to experienced mentors for deal strategy, positioning, and professional guidance as you progress.
Anyone Who Wants to Earn Residual Income Helping Businesses Grow
Lender Introductions
Upon completing the program requirements, you’ll be introduced to real lending partners and shown how to apply for direct access.
What Our Students Say About Us
What Makes Us Different?
Step-by-Step Launch Plan, Not Just Lessons
Most programs leave you asking “what now?” We walk you through launching, marketing, and funding deals from Day 1.
Built by a Real Broker, Not a YouTube Guru
Upon completion, gain access to a network of vetted lenders actively looking to fund deals.
We Don’t Just Teach - We Equip
This isn’t theory. You’ll leave with the tools, templates, lender contacts, CRM, and a ready-to-run business. Not just a certificate
We’re Rooted in Integrity, Empowerment, and Real Opportunity
Legacy Lending Academy isn’t just a business, it’s a movement to empower underserved entrepreneurs to build wealth, create freedom, and leave a legacy.
Training Backed by Real Sales Experts
Learn professional sales techniques from one of America’s top sales closers, because knowing loans isn’t enough. You’ve got to know how to close.
Residual Income Strategies Included
We don’t just show you how to make money once, we show you how to earn again and again through smart positioning and recurring revenue streams.
Guaranteed Access to Real Lenders
We’re the only training that guarantees lender access when you finish. No gatekeeping. No begging for contacts.
Done-for-You Tech Stack
You get a website, hosting, and CRM. Everything you need to look like a pro and operate like one, out of the gate.
Pricing Plans
Option 1
Payment Plan
$597 x4 Payments
(Total: $2,388)
Includes
Full Legacy Lending Academy Training Program
Step-by-Step Commercial Lending Curriculum
Access to 16+ Loan Products Training
Weekly Live Training Calls
Daily Deal Discussion Calls
Access to Lender Network (upon completion)
Community Access (Networking + Support)
Business Setup & Broker Blueprint
Deal Structuring & Submission Training
Access to Forms, Tools & Calculators
90 Days Access to CRM + Broker Application System
90 Days Broker Website Hosting
Ongoing Support System
Option 2
Pay in Full
$1,997 One-Time Payment
Save $391 + Get Exclusive Bonuses
Includes EVERYTHING in Payment Plan PLUS:
Deal Review Session with Andre
Get your first deal reviewed to increase your chances of getting funded
Fast Track Lender Access
Skip the line and get access to lenders faster
Merchant Sales Training Module
Learn how to generate income immediately while building your lending business
Scripts & Templates Pack
Cold calls, client intake, lender submission templates, follow-ups
Priority Support Access
Get your questions answered faster so you don’t get stuck
Most students choose Pay in Full to get faster results and maximize their earning potential.
After 90 Days
Your enrollment includes 90 days of full access to the platform, tools, and support.
After the initial 90 days, continued access to the system is $99/month, which includes:
CRM system to manage clients and track deals
Broker application platform for submitting funding requests
Professional broker website hosting
Built-in email and marketing system
Business tools to help you operate and grow efficiently
30-Day Satisfaction Guarantee
If you decide within your first 30 days that Legacy Lending Academy is not the right fit, you may request a refund.
Frequently Asked Questions
Do I need a background in finance?
Not at all. We train you step-by-step, no license, no degrees required.
What happens after I pay?
Once payment is completed, you receive immediate access to the Legacy Lending Academy platform, including all training content, tools, and the private member community. You can log in and start right away.
Can I really make residual income?
Yes. We show you exactly how to position yourself to earn $7K–$15K/month from within 6-9 months.
How long will I have access to the course?
You’ll have lifetime access to the training content. That means you can go at your own pace, revisit any module anytime, and use the resources as your business grows.
What if I’m not tech-savvy?
No problem. We handle the heavy lifting - your website and CRM is almost plug and play and if you can’t do it you can hire someone to do it for you. Also, we walk you through how to use everything in plain language. You won’t be left figuring it out alone.
Is this just about loan brokering or do I learn how to run a full business?
This is a complete business setup, not just theory. You’ll learn how to structure deals, how to sell professionally, how to get clients, how to manage your pipeline, and how to run your business for real results.
What is your refund policy?
Refunds are available within the first 30 days of enrollment upon request.