You may come across people that may require business financing, and for making that referral to us, we can reward you up to 20% commission for deals that get closed. We mean getting Certified and Experienced Former Bankers to handle this process for your client and get the deal to the finish line as efficiently as possible.
Your existing residential clientele may own a business that may require a Business Plan or Loan Projections. Like banks, that refer their clients to us for either of these services, you may choose to refer such business clients to us so that we can get them up to speed, understand their business model, and assist in making perfect Business Plans or Loan Projections and send them back to you, to take them to your bank of choice. We have been assisting bankers with this extended service for their borrowers, for the past 2 years, especially since the Pandemic. Although we cannot guarantee anything, every Business Plan or Loan Projection has seen an approval.
On the Flip side, we get inquiries where someone may require residential mortgages. We can refer them to you for the right solutions.
Money is always green, but it requires specialists to do what they do best, and in our space, we are the specialists, just like you are in your space, and it would make perfect sense to collaborate to bring the right solutions to the community, together as a team.
HAVE A REFERRAL OR QUESTIONS? PLEASE FILL OUT THE “GET IN TOUCH FORM” TO START THE CONVERSATION OR YOU CAN SCHEDULE A MEETING WITH US BY CHOOSING THE BUSINESS PARTNERS TAB ON THE CALENDAR.