Strategic Partnerships- Non-Bank Lenders

High-value strategic relationships offer non-bank lenders a unique opportunity to materially impact sales, revenue and profit margins. Rather than growing volume by chasing opportunities on a one-off, jump ball basis, a well-chosen, well-built relationship offers the ability to enjoy a consistent flow of higher quality opportunities with improved economics - a win-win outcome for both parties in the relationship.

Whether these partnerships take the form of straight loan referral or a more detailed lender service provider relationship, we can help a non-bank lender find the right partners and set up the relationship for success. 

Our overall game plan for building successful strategic lending referral partnerships for non-bank lenders includes the following:

• Identifying worthwhile partners from 
  • The lender's existing relationships
  • The universe of potential relationships that serve business owners
• Creating and delivering tailored presentations to court potential partners
• Managing due diligence and contract process
• Creating a customized game plan for the relationship
• Writing and delivering partner product education 
• Creating targeted marketing and messaging
• Spreading partner awareness
• Managing referral intake
• Actively participating in customer service
• Tweaking processes to match partner needs
• Establishing needed metrics/reporting