Referrals

Some of your best small business customers may not meet your financing criteria, yet you really do not want to leave them without working capital.

We welcome referrals from Bankers, CPA's, Attorney's, Consultants and other financial professionals. We can discuss your client's needs on the phone, or you can submit a referral form online.

In most cases if your client has commercial accounts receivable we can find a capital source to work with them.

 

Get Paid for Your Referrals.


We do offer an incentive program for all referrals that lead to a funded deal within our network.
We work with banks across the country that have clients that do not meet their underwriting criteria. In many cases the bank keeps the checking relationship (if desired), and at some point may have a financially stronger client in the future for loan products.
 

 

Referral Form

Your Business Name
Name 
Address 
Address 2
City
State
Zip Code
Phone 
E-mail
Best Time to Contact
Should we Call the Referral Direct
Potential Clients Business Name
Industry
Contact Name
Contact Phone
Terms of Sale
Average Monthly Accounts Receivable
Current Accounts Receivable

Describe your client's working capital need and any special request that you may have:

 

 

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