Third-party originators are finding opportunities as traditional funding sources tighten lending standards while regulations and new technologies are simultaneously creating challenges. Monitor reports on the AACFB Commercial Finance Expo and provides insight from brokers on the biggest issues they are facing today.... read more

Sept/Oct 2023

Every broker wants to improve the chances of their deals crossing the finish line. Don Cosenza outlines how third-party originators can use the ‘six c’s of credit’ to paint a full financial picture for lenders and improve the odds of having a deal approved.... read more

Sept/Oct 2023

With years of experience under their belts as third-party originators, Theresa Kabot and Pete Sawyer began holding transactions on their own balance sheets. They share their experiences, lay out the groundwork for aspiring brokers and point to the resources needed to get off the ground.... read more

Mar/Apr 2022

As an independent, access to capital and cost of funds is always top of mind. Monitor checks in with Kyle Shenton and Brock Wolf, who outline the types of capital available to independents and the process involved in accessing each source. ... read more

Mar/Apr 2022

How do you know you’re ‘doing it right’ when it comes to the equipment financing business? Gerry Oestreich details the many ins and outs of an industry changing more and more every year. ... read more

Vol. 48 No. 3 2021

Although ensuring your employees are producing at a high level is important, the standard methods of evaluating progress, namely the manager-led performance review, is going the way of the dinosaurs. Leslie Brown argues that employees need to take a more active role in the evaluation process and management must support them in doing so. ... read more

Vol. 48 No. 1 2021

What happens when it’s time to wind down your broker business and prepare for retirement? Bud Callahan walks through the steps to consider while making the decision and shares the wisdom he has learned from his exit journey.... read more

Mar/Apr 2020

In Monitor’s inaugural column focused on equipment leasing brokers, Sheri Bancroft, vice president of Bancroft Leasing and current president of the AACFB, takes a back-to-basics approach and examines the best ways brokers can build relationships with clients and funders and, in turn, build a successful business.... read more

April 2019

In Monitor’s very first brokers roundtable, Paul Burnham, Gerry Oestreich and Spencer Richman give us the rundown on building and maintaining better relationships between funding sources and third-party originators.... read more

March/April 2019