We can help your clients succeed.
Count on our responsiveness and professionalism as we work to create the best possible funding solution for your referrals, while keeping in touch with you throughout the process. Our partnership can strengthen your client relationships while also rewarding you through our referral partner agreement.
We value our partnerships with commercial loan brokers, SBA lenders, banks, M&A specialists, industry consultants and networks.
Like you, we know and understand insurance agency owners and are committed to finding the best solutions for their financing needs. When you have clients who don’t fit the requirements of traditional lenders, need to move faster than traditional processes, or want more flexibility in terms, we can help. No matter how challenging the financing situation, we have a solution. Our partner referral agreements ensure a win-win-win on closed deals from your referrals.
Why partner with AgileCap?
Every referral receives an expert consultation with one of our Lending Advisors. Over the past 20 years, we’ve helped our partners’ clients with:
- Fast and easy acquisition or repeat acquisition funding to support agency expansion;
- Flexible growth capital — when traditional lenders won’t tolerate credit blemishes;
- Loans to cover complicated partial owner buyouts;
- Bridge loans to get agency owners through time-sensitive transactions;
- Borrower-friendly financing structures (eg: interest-only periods, rate steps, annual principal paydowns, rolling underwriting with reduced documentation for repeat funding, and final balloon payments).
How do I refer to AgileCap? Simply tell your clients to mention your name when they contact us, or connect us with your client via email. We’ll take it from there.
How do you manage working with my client and keeping me informed? We can work directly with your client or through you. Either way, we respect your relationship with your clients and we always keep our partners in the loop with open, transparent communication throughout the entire loan approval and funding process.
Tell me more about your Partner Referral Agreements. Our agreements are straightforward and simple. They take just minutes to fill out. Email us a request or give us a call and we’ll be happy to email an agreement to you so you can see the specifics.
How do I track my referrals and receive my benefits? Once we finalize a loan with your client we’ll let you know that the deal is done and that you’ll be receiving a benefit from us via ACH electronic payment, directly to your account.