Commercial Loan Broker Partners

A concise summary is enough to start the conversation. Identify your role, who you represent, whether the opportunity has already been introduced and the borrower contact process you propose. Include the requested financing and the transaction deadline.

Broker compensation, engagement, duplicate submissions, confidentiality and borrower communications should be discussed directly and documented where applicable. A website inquiry does not create a fee agreement, exclusivity or a commitment to fund. Set expectations about who is coordinating the borrower and who may receive documents.

If a bank is short on proceeds, show its proposed terms and the remaining gap. If a lender withdrew, explain the reason and what has changed. For a maturity, show the payoff date and extension options. For an acquisition, show the deposit and closing milestones separately. This makes it easier to evaluate a structure than sending only a requested loan amount.

Use the broker option on the contact form. Avoid placing identification documents, account credentials or sensitive personal financial records in the initial message. We can discuss the appropriate way to share a complete package after establishing fit.