Referral Agents - 1% Fee

REFERRAL PARTNERS

Flexible Capital Solutions works closely with professional referral partners who serve business owners and investors. Our goal is to make you look good by helping your client secure the right financing quickly and professionally.

We value long-term relationships and, where permitted, referral compensation may be available.

BANK REFERRALS

Many community and regional banks encounter strong customers whose financing needs fall outside their lending parameters. We can provide SBA and government-guaranteed lending solutions while allowing the referring bank to retain the primary banking relationship.

In many cases, our lending partners will not solicit deposits or treasury relationships from customers referred by another financial institution. This allows the referring bank to maintain the depository relationship while we provide the loan solution.

Once the financing is in place, we step back, allowing the customer’s ongoing banking relationship to remain with the referring institution.

BUSINESS BROKERS

We understand how important deal certainty is in a transaction. That is why we support business brokers in two key ways:

• We can provide referral compensation of up to 1 percent of the loan amount, where permitted
• We prequalify both the deal and the buyer to ensure offers are coming from financially capable purchasers

This helps reduce failed transactions and gives sellers greater confidence that a buyer can actually close.

COMMERCIAL REAL ESTATE BROKERS

For owner-occupied commercial real estate purchases, we help ensure buyers are financially qualified before they go under contract.

We provide:

• Early review of borrower financials
• Preliminary sizing of loan eligibility
• Guidance on SBA occupancy requirements

This reduces surprises during escrow and helps transactions move smoothly to closing.

LOAN BROKERS AND CONSULTANTS

We partner with select loan brokers who want a reliable source for SBA, USDA, and structured commercial financing.

Our value to broker partners includes:

• Clear communication throughout the process
• Realistic deal structuring based on current underwriting standards
• Referral compensation opportunities, where permitted

CPAS AND ATTORNEYS

Professional advisors are often the first to know when a client needs financing for a business acquisition, partner buyout, expansion, or real estate purchase.

We help your clients understand their financing options early, so transactions are structured correctly from the start. Referral arrangements may be available where allowed by professional and regulatory guidelines.

If you would like to discuss becoming a referral partner, we welcome the opportunity to connect and explore how we can support your clients.