Our Process

We want to work only with action-oriented clients. That means clients will give us a timely response by providing the documentation and engaging us to secure the financing they need.

Consultation, Assessment, and Information Gathering

  • Please contact us so that we can understand your business situation and opportunity.
  • We will contact you either via email or phone call to validate your servicing requirements.
  • We'll assess your business situation and provide solutions that match your business needs.
  • If clients are interested in engaging our services, we will then sign an NDA  and Professional Services Agreement. We can't work on your files if there is no agreement in place.
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Matchmaking With The Lenders

  • Depending on your access to capital requests, we'll match you with the right lenders within our network to arrange your commercial loans. 
  • Based on our assessment of your business financing needs, we will schedule a discovery call to understand your projects and financing needs. Please note all loans are subject to the funder's eligibility requirements, underwriting guidelines, other terms and conditions, and approval. Each lender requires specific supporting documentation with each new application. We will set the right expectation from day one.
  • Before we can start working on your files, you will need to sign an NDA and Professional Services Agreement with us.

Fees

  •  There is no upfront fee. 
  • Our Professional Services Agreement is apparent where we will spell out the terms and conditions of our services. It is essential to note that no fee shall be due to consultants unless clients successfully receive funding from the lenders we introduced.
  • We typically earn a success fee/consulting fee at closing of 1% to 3% on the total gross loan amount, determined primarily by the loan size, type of transaction, and other factors.
  • Payment shall be paid directly or paid through ​escrow when the loan is closed and funded and paid at the first disbursement.
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Note: We Only Work with Serious Action-Oriented Clients.
​​Since we don't charge an upfront fee, we want to work only with action-oriented clients. That is, clients that give us a timely response by providing the documentation and engaging us in an attempt to secure funding for their business. So help us so that we can help you in procuring your financing needs.