Our Services

Funding Source Access
With access to over 150 lenders, we believe we can find a lender to fit almost every situation. Having relationships with lenders allows us to have our clients go to the top of the pile and not be treated like a number.

The Process

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.


Startup Package

For those entrepreneurs that are completely new and are just starting to build their business, we have packages that are customized for their needs.

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

Some lending institutions require a business plan with the application. A perfect example are SBA loans, which we commonly match our clients with. Even if a lender doesn’t specifically ask for it, we still include it with the application and we see a significant increase in approvals.

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

When applying for financing, all lenders have different requirements in terms of application forms, required documentation, business plan, explanation of use of funds, equipment inventory list and various other supporting documentation etc. A loan package will need to be created before submitting a loan application and is a critical part of the loan process.
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.

Get In Touch With Us

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240 NW Peacock Blvd., Ste. 302B
Port St. Lucie, Florida 34986
+1 772-905-5198