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

  • Contact us to discuss your business situation and opportunity.
  • We'll validate your servicing requirements via email or phone call.
  • Assess your business situation and offer tailored solutions.
  • If interested in our services, sign an NCNDA and Professional Services Agreement.
  • We require an agreement in place to work on your files.
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Matchmaking With The Lenders

  • Our network of lenders can provide you with commercial loans based on your capital request.
  • We'll match you with the appropriate lender based on your business financing needs.
  • A discovery call will be scheduled to understand your projects and financing requirements.
  • Please be aware that 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 the beginning.
  • Before we can begin working on your files, you must sign an NCNDA and Professional Services Agreement with us.


  • No upfront fee is required.
  • A Professional Services Agreement will be provided, outlining the terms and conditions of our services, our roles and responsibilities as a consultant, and your roles and responsibilities as a client.
  • Consultants will not receive any fees unless clients successfully receive funding from the lenders we introduced.
  • A success fee/consulting fee of 1% to 3% on the total gross loan amount is typically earned at closing.
  • The fee amount is primarily determined by the loan size, type of transaction, project location, and other factors.
  • Payment will be made directly to the firm or through escrow at the closing and funding of the loan and at the first disbursement.
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Important Note: Our Services are Exclusive to Serious, Action-Oriented Clients.
As a company that operates without an upfront fee, we require clients who are committed to taking action. We prioritize clients who provide timely responses, furnish necessary documentation, and engage with us to secure funding for their business. By working together, we can help you achieve your financing goals.