How it works
Tell me about the business
2-minute eligibility form.
A 15-minute call
I tell you which paths fit and what lenders will ask for.
I prepare the package
Financials, use of funds, cash-flow case — prepared by me, not a template.
One lender at a time
I submit to the best-fit lender first and wait for its answer before going to the next. Some of my lender agreements require this, and it keeps your file from being shopped to many lenders at once.
You decide on each offer
You review the terms a lender offers. If they do not fit, I take the file to the next lender. Your loan agreement is with the lender; I do not lend or sign for you. If my fee would come from you rather than the lender, we agree on it in writing first.
How I am paid
For equipment finance and factoring, the lender pays my fee when your financing closes. If a lender does not pay a fee, I charge a success fee only after closing, and I tell you the amount in writing before you proceed. There are no upfront fees, and I am never paid by both you and the lender on the same loan.
What I will not do
- No merchant cash advances.
- No upfront fees.
- No guarantee of approval.
- Not affiliated with the SBA or any government agency.