


CPAs: Help your clients get their deals funded faster and at the best possible rates
As a CPA, you are the trusted advisor your clients turn to for business acquisition, property acquisition, retirement solutions, and major wealth events. When clients need a mortgage, you might recommend a mortgage broker to get them the best possible rates and terms....
Wouldn’t it be nice if all the deals on your desk were deals you actually wanted?
We can make that happen! As a commercial banker, you’re constantly faced with the challenge of finding deals that are worth your while to fund. Various banks have certain regulations and requirements for borrowers to land a deal from them. Even though a borrower might...
Sales Strategies to Close Your Deals Faster
As we head full force through summer, we’re encouraging you to dive into the real estate market. There are various factors that lead to your success as a real estate broker, here are a few strategies to help your deals close faster. Pursue Qualified Leads ...
SBA Extends Loan Payment Relief Under Economic Aid Act
The ongoing coronavirus pandemic has played a significant role in the lives of most. But perhaps none so strongly as the small business owners of our country. Through the Coronavirus Aid, Relief, and Economic Security (CARES) Act, the government pledged to support...