Our ServicesFunding Source Access
We Have Experience
Many of our partner lenders have provided us their exact lending criteria allowing us to know if a business is a good match even before their file is sent to the lender. This enables us to save time for all involved by ensuring that we only match businesses to lenders that are highly likely to provide them funding.
Our lending managers are highly trained to use our lender matching platform. Our platform allows them to ask our borrowers a series of questions to fully understand their file and from there, our platform will tell us who the most suited lenders are. We will not simply send a client’s file to a bunch of lenders; this is a bad experience for all involved. We take the time to work as the liaison between the borrower and the lender.
Although there are no guarantees, we are extremely confident that if we take a borrower to a particular lender, it is because the criteria match up correctly for both parties. If a borrower is declined by a lender, we will go back to the drawing board, re-evaluate their file and match them with a new, more suitable lender based on the new information.
Our team provides a range of different services ranging from entity incorporation services, bank ready business plans, website creation, branding, marketing and much more.
Business Plan Development
Our team will work with you to understand your business and then create a strategic bank ready business plan detailing your business strengths and weaknesses, your staffing projections, your competitor analysis, the size and growth of your industry, your projected revenue and expenses broken up month by month for the coming years, and what the money is going to be used for. When this business plan is presented to the lenders, it gives them more information to understand the business that they will be financing.
Loan Package Preparation
Many lenders will automatically reject an application if it doesn’t have the all the required documentation. Our team takes out the guess work from the process by handling the entire process for our clients and ensuring that an application is always presented to the lender with all required documentation leading to a significantly improved probability of being approved.