Program · Brokers
Bring the deal. Keep the client.
A referral path for brokers and commercial finance professionals with equipment deals from $250K to $100M+. Terms are set directly, in writing, before the first submission — this page is the shape of the program, not the schedule.
Overview
How broker program works
Some equipment deals do not fit the funding sources a broker already has: the ticket is too large, the collateral is unusual, the structure needs shaping. This program exists for those files — commercial equipment transactions across financing, leasing, sale-leaseback, and large-ticket project structures.
The mechanics are the ones brokers already know. You bring the deal and the client relationship; the submission is reviewed for fit; you stay in the loop from review through closing. Compensation and client-protection terms are agreed directly and in writing before the first deal. No numbers are published here, because a rate sheet that ignores deal size and complexity would be fiction.
What moves a submission is the file. Equipment description with real specs, the amount, the use of funds, time in business, and a financial summary that matches the story. Complete files get decisions; thin files get questions.
Process
Step by step
Introduce the practice
A direct conversation about the deals you see: industries, ticket sizes, structures. Both sides decide whether the fit is real.
Set terms in writing
Compensation, client protection, and communication expectations are agreed before the first submission. Ask for every term that matters to you — that is what this step is for.
Submit the file
Equipment specs, amount, use of funds, time in business, financial summary. The stronger the file, the cleaner the review.
Track it through
Status through review, terms, and closing. Your client stays your client.
Good fit
When it makes sense
- You see commercial equipment deals above $250K that your current funding sources pass on.
- Your deals need structured attention — unusual collateral, larger tickets, layered debt — not a form processor.
- Client relationships are your business, and you expect protection terms in writing before you send a file.
- You can assemble a complete package: financials, equipment specs, and a use-of-funds story that holds together.
- Your book runs through equipment-heavy industries — construction, transportation, manufacturing, energy, agriculture.
Eyes open
Worth weighing
- No commission schedule or program terms are published on this page. Everything is set directly, in writing, before the first deal — if a posted rate sheet is what you need, this is not that.
- Not every deal places. Weak collateral, thin financials, or a story that does not reconcile will stall a file regardless of who submits it.
- Client-protection terms only protect you if they exist in writing. Raise non-circumvention before you submit, not after.
- You own the file quality. The broker who assembles a complete package earns a cleaner review than the one who forwards an email thread.
Questions
Asked and answered
Run the numbers. Then decide.
The calculators and the eligibility check show results on the page — no email required, no contact details collected. When the structure makes sense, the application asks for the equipment, the amount, and your timeline. Terms arrive in writing before anything is owed.