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Once registered, may we provide the registered contact information to brokers when they contact support about your organization?
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Disclaimer: New registrants must have completed one of the following three training programs or possess a minimum of three years of experience, which will be vetted against a database for verification
Who were you trained by?
I've been a broker for 3 years or more
CCTG
AdCap
Global
Would you like to schedule an onboarding call with us? There is no cost for this and it can also be done any time.
Existing Portal (Optional)
Would you like us to push data from our platform to your portal via an API or similar technology?
Please confirm you understand the following statement. The lender platform is only for direct lenders. We perform manual reviews of all new lenders. If any registrant is found to not be a direct lender, your account will immediately be deactivated without a refund. If you are a broker or another entity that works with lenders in any capacity for sourcing capital, you should register as a broker. We do not recognize any other party as a lender where the funds are not directly coming from the entity that is registered.
Please provide the following documents:
W-9 Document
Driver's License / Government I.D.
I agree to the
Broker Terms
Broker Terms
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Disclaimer: While our platform is free, access is restricted only to well-trained and/or experienced brokers.
All broker registrations are
manually
reviewed. This means you will not immediately gain access to the platform.
Typically, we will require a broker attempting to register as an experienced broker to be verifiable. Decisions are made based on a review on a case-by-case basis.
We utilize several commercial capital broker databases or confirm completion of our partner broker training programs. Currently, we only recognize 3 broker training programs.
Due to our legal agreements with lender partners, brokers who are not verified through our vetted training programs must provide evidence of substantial transaction volume. If you wish to proceed, our general counsel will need to review documentation confirming that you have originated significant volume across all financial facility categories listed on our platform.
Typically, we require evidence of at least
$10M+ in funded volume per financial facility type
, including:
SBA 7(a) and 504 loans
Equipment financing
Merchant Cash Advances (MCAs)
Factoring
Significant holistic transaction volume of well rounded experience for all real estate asset classes and facility types
Lines of credit (LOCs)
Working capital loans
We conduct this review on a case-by-case basis, but in order to move forward, we will need to see substantial experience across all these financial instruments.
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