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Broker Launch
How it works

A realistic path to launch, step by step.

A clear path from wherever you are today to running your own independent commercial finance brokerage, with training, mentorship and OrionOS behind you at every step. Most launches take around three to six weeks, depending on the route selected, your availability and third-party onboarding.

  1. 01

    Assess fit

    Book a call and see if it's a fit, both ways.

    A no-pressure conversation about your goals and background. No commercial finance experience is required, plenty of our brokers came from completely different careers.

    • Discovery call
    • Model & OrionOS walkthrough
    • Honest fit assessment
  2. 02

    Build the foundations

    Set up the business behind your brokerage.

    Business and company setup, branding and, depending on your launch route, a website, alongside your OrionOS account and compliance groundwork, so you're trading as a real, professional business from day one.

    • Company & business setup
    • Branding, website depending on route
    • OrionOS account & compliance setup
  3. 03

    Train

    Learn the trade inside OrionOS's Knowledge Hub.

    Structured modules and video lessons take you from the fundamentals of commercial finance to packaging and placing real deals, with progress tracking and mentorship along the way.

    • Structured modules & video lessons
    • Progress tracking
    • Mentorship & support
  4. 04

    Onboard lenders and compliance

    Open up direct lender relationships.

    We onboard you onto OrionOS, white-label your client application flow to your brand, and open up access to 160+ lenders & products, with the compliance groundwork needed to place deals properly.

    • OrionOS onboarding
    • White-labelled application link
    • 160+ lenders & products access
  5. 05

    Launch lead generation

    Start building a pipeline of real enquiries.

    Set up your chosen lead-generation methods and run your first campaign, so you're working real deals as you finish training rather than waiting until everything is perfect.

    • Lead-generation setup
    • First campaign launch
    • First live deal support
  6. 06

    Place and grow deals

    Scale on your terms, retaining 100% of lender commission.

    With ongoing support and the AI deal assistant behind you, you scale your book, retaining 100% of lender commission and full ownership of everything you build.

    • Ongoing support & mentorship
    • AI deal assistant
    • Unlimited growth scope
What's included

Everything you need to launch, and keep growing.

Your launch isn't a one-off handover. Training, OrionOS, the lender network and ongoing support all come together.

Full training program
Structured modules & video lessons in OrionOS's Knowledge Hub, with progress tracking.
Mentorship & support
Hands-on guidance from David and the team, the thing our brokers mention most.
OrionOS onboarding
Your account set up, client application flow white-labelled to your brand.
160+ lenders & products
Immediate access to the full lender database with current criteria and one-click send.
More on training & support
Step one

It starts with a conversation.

Book a call to talk through your background and goals. No experience needed, just ambition.