Join The CCBA Today!
FREE
Brokers must be e-verified through CapitalSearchEngine.com's broker verification process to join the CCBA. We currently only admit brokers trained by a vetted training program or those with verifiable volume. All benefits, rewards, and support are now managed through the CSE platform.
Reach out with any questions or head over to CapitalSearchEngine.com to begin the registration process
Infrastructure For Your Business
Access to 401(k) retirement for you and your staff
Access to Health, Life, Dental, Vision, Pharmacy Insurance for you and your staff
Access to Business Liability and E&O Insurance
Free Business Checking And Savings
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Up to 20 separate checking accounts
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Up to 2 savings accounts
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1.03% up to 3.03% APY
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FDIC Insured up to $3M and Visa® Zero Liability Protection
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No hidden fees, overdraft fees, or minimum balances
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Issue unlimited physical and virtual cards to you and your staff
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set spending limits and category restrictions
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Integration to connect and facilitate switching from existing bank
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Business line of credit $0 annual fee with 1.5% cash back
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Quickbooks and Xero integration
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CCBA support for account setup, issuing
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optional bookkeeping and accounting services for a fee
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In-House Advisory Services:
Business Entity Formation, Registered Agent Services, State Annual Compliance filings, Amendments, EIN applications, Corporate Transparency Act (CTA) filings, and much more.
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Fees dependent on state(s)
Membership
Access to Benefits
Events, Rewards, Recognition
Destination conferences each year
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eligible for free hotel accommodations
Free virtual events
Brokers Only symposiums
Recurring Town Hall meetings
Robust Reward System Based on Broker Engagement (no charge to participate)
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Example methods to earn points: Attend webinars, watch time-sensitive videos, post about your involvement, even "just because" on your birthday.
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Example awards: Magazine recognition, gift cards, branded gifts, business cards, apparel, conference hotel accommodations, flight credits and more
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Year-end awards at conferences
Software Platform Access
Direct access to over 200 lenders and growing!
Access to 100+ financial products to offer your clients along with product training library
Access to a live internal support staff for guidance and coaching for you and your staff right on the platform
Access to our learning platform for the lifecycle of your business for refresher training and to train your staff
Access to custom built CRM with our proprietary Funding Scenario Tool, Lender Library, and AI-powered fully-automated Deal Packager
Individual Client Portals for deal management with live chat and document automation to offer your clients a professional experience consistent with industry standards and expectations
Ability to submit challenging deals through our private deal marketplace for investors and broader lender pool
Access to our Master Content Library for marketing collateral, social media content and blog content
Be listed on Broker Matchup for driving direct lead generation on our borrower facing website built to driver borrowers to utilize a broker.
Community & Education
Ability to participate in CCBA government advocacy initiatives
Ability to participate in steering committees, veterans committees, and education sub-committees
Access to industry standard proctored certification programs
Access to continuing education tracks
Participate in industry survey and reporting campaigns