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HOW IT WORKS

7 steps to keep your business workflow simple so that you can focus on your clients.

OUR SIMPLE LEAD-TO-CLOSE WORKFLOW

Make no mistake, commercial finance is complex. However, we have streamlined the process through our partnership with proprietary tools and a vetted process. Each time you generate a lead, you will know what will be required to fund their needs.

How It Works
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The Lender Funds The Financing Request

Plain and simple, your client receives their requested funds. We will cover this in-depth during the course, but each facility closes in a time period the differs greatly depending on many factors. Some deals will close in a matter of days and some can take 3-4 months. We will explain how you can diversify the types of clients you service in order to have scenarios closing in various timeframes.