You do not need another lender login. You need somewhere to send the deals outside your box — larger, cheaper, SBA, real estate — without losing the client.
When you see one of these, that is the moment to make the introduction.
| What you notice | Likely program |
|---|---|
| File too large for your panel | Term loans and SBA |
| Client wants real estate capital | Real estate |
| Equipment deal outside your programs | Equipment financing |
| Stacked client needing consolidation | Consolidation |
| Credit too weak today but worth keeping | Credit consulting |
Send the file with what you already collected — no rework.
We tell you honestly whether it is placeable and where before anyone touches the client.
Contact protocol is yours to set: we can stay behind you or work the file directly.
Split is agreed before submission and paid the week of funding.
For accountants and bookkeepers
ViewFor CPA firms
ViewFor equipment dealers and vendors
ViewFor commercial real estate brokers
ViewFor commercial insurance agents
ViewFor business brokers
ViewFor franchise consultants and brokers
ViewFor marketing and web agencies
ViewSend one file and see how it runs. No agreement to sign before you do, no minimum volume, and nothing changes about who owns the client relationship.
Talk to Travis directly612-927-2055Soft review · No obligation · No impact on your credit score