Building a Funder Portfolio That Covers Your Deal Flow
Why relying on two or three funders leaves money on the table — and deals unfunded Executive Summary: Brokers who...
Insights and Resources for Small Business Lenders, Intermediaries, and Funding Sources
Why relying on two or three funders leaves money on the table — and deals unfunded Executive Summary: Brokers who...
Learn how to maximize your profitability by identifying early warning signs and mastering the discipline of walking away from deals...
Industry assumptions about how SMBs evaluate equipment financing rarely match actual decision behavior — and the disconnect is costing originators...
by Rita E. Garwood July/August 2024 Third-party originators face an evolving equipment finance landscape. Kip Amstutz, Theresa Kabot, Amy Wagner and...
Community banks face a unique set of challenges. With lending limitations and a primary focus on deposit gathering, these institutions...
With years of experience connecting businesses to the right lending partners, a Texas-based broker earned breakthrough new business with their...
With rising interest rates and tightening lending standards, many business owners are exploring alternative sources of capital to fuel their...
In commercial finance, it’s easy to get caught up in the allure of being a jack of all trades—chasing any...
In the revenue-based financing (RBF) industry, independent sales organization (ISOs) play a pivotal role in ensuring that the merchants they...
Rate cuts may be coming soon. And when interest rates experience a modest decline, it presents an excellent opportunity for...
Example 1: Custom Manufacturing Equipment for a Mid-Sized Company Situation: A mid-sized manufacturing company needed to finance a custom piece...
A commercial finance broker has successfully driven consistent fee income by bundling Point-of-Sale (POS) financing and working capital financing for...
Equipment finance brokers are presented with a unique opportunity to expand their business by aggressively pursuing vendor relationships. This strategy...
Attention Independent Lenders and Finance Brokers: The following article contains critical information about the current lending landscape affecting small businesses....
Non-bank small business lenders face the challenge of distinguishing themselves from both traditional banks and fintech startups. One effective strategy...
The CEO of a southeast-based equipment finance brokerage operation had been running his business successfully for years. His company was...
“There is too much email.” “No one opens marketing emails” “Email marketing for small business lending activity doesn’t work.” In...
In any economic climate, small business acquisition financing presents unique challenges. However, securing debt for acquisitions can be particularly daunting...
Community banks are facing increasing pressures to navigate regulatory requirements, preserve capital, and drive deposit growth. As they grapple with...
Here are three compelling case studies showcasing how commercial brokers successfully addressed the unique needs of diverse businesses, earning their...
According to recent survey work completed by Secured Research, over 80% of small business lenders have used a combination of...
Here are three examples of creative deals completed by commercial finance brokers for smaller companies, showcasing how brokers can provide...
In the 2023 Survey of Commercial Finance Decision Makers conducted by Secured Research, only 14% of vendors offered a payment...
Commercial equipment finance brokers can facilitate a range of innovative deals for small businesses as bank credit tightening heightens. Here...
The debate between specializing or adopting a generalist stance has long been a point of contention for brokers aiming for...
In the fast-paced world of commercial finance, brokers must navigate the market with precision and foresight. Success in this field...
When the iron gates of bank credit clang shut, a beacon of hope shines from an unexpected quarter: the offices...
In B2B finance, commercial finance brokers often must go the extra mile to secure the trust that established lenders inherit...
Numerous commercial finance brokers struggle to balance the demands of managing smaller, recurring "flow" businesses with the allure of higher...
In March, the National Federation of Independent Business’s Small Business Optimism Index experienced a decline of 0.9 points, cratering to...
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