Your Connection to Business Lending
The Funding Portal is an online system to match business owners to the right lender for their business solution. Our database has access to thousands of lenders nationwide that offer over 40 different funding types supporting everything from startup financing, alternative lending, and traditional lending.
Borrowers fill out a short profile questionnaire about their business and have the option to work directly with an advisor or independently. We introduce borrowers directly to the most qualified lenders that fit their business solution. Then, borrowers and lenders finalize the loan application process directly to get the right loan to support their small business needs.
Our system allows you to provide a value added service to your clients by introducing them to traditional and alternative funding options. The process is simple and free for both you and your clients. As an advisor, you also have visibility into the entire loan questionnaire process for your client and can review the status of the funding process the entire way.
As a lender on our system, we funnel the leads to suit your lending criteria, ensuring you review leads from borrowers more likely to fit your specific loan types and underwriting criteria. You choose the leads you want to follow up with and you begin the lending application directly with the borrower to finalize the funding process.
It’s easy to login and fill out a short profile questionnaire about your business, either with your advisor or independently. Then, we introduce you to the most qualified lenders that fit your business funding needs. You review 3-5 lending offers and finalize the loan application process directly with the lender you choose.