Broker Resources

invoice factoring partner

How Brokers Can Identify the Right Invoice Factoring Partner

As a financial services broker, identifying the right partners is essential. Too often, brokers offer leads to providers of financing and find themselves on the outside looking in. Therefore, identifying capable and trustworthy invoice factoring partners early in your career is essential. Most brokers are looking for an ongoing relationship that does not cost them …

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business finance broker investing

Business Tips: Invest in Brokers

Some finance companies prefer to work directly with clients and avoid working with brokers. Capstone takes a different approach to dealing with brokers, we invest in their success. There are practical business reasons to taking this approach with a financial broker including the opportunity to develop a long-lasting relationship. Why Brokers Matter to a Finance …

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7 Things Clients Look for When Choosing a Brokerage

7 Things Clients Look for When Choosing a Brokerage

Working with financial intermediaries offers business owners many advantages. Primarily, a financial intermediary can help you identify the right funding mechanism for your needs. Whether a business needs help with leasing equipment, securing lines of credit, or help identifying a financing partner, an intermediary can be an asset. However, as a financial intermediary, you should …

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3 Things Brokers can do to Leverage Lower Rates from Lenders

Interest rates are one way a broker can stand out from others in their field. With overall interest rates rising however, getting the best possible loan rates from lenders presents some interesting challenges. This is particularly true as lenders often shy away from making small business loans, preferring those loans where a company is well-established, …

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4 Ways to Grow Your Network as a Commercial Loan Broker

Different from your social network, your business network as a commercial loan broker is all about making and building connections to help you succeed within your industry. It is no secret that building your network is key to building a successful loan brokerage. And, not only is networking imperative in growing your client base, but …

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Brokers & Lenders

Understanding the Difference Between Brokers and Lenders

Oftentimes, when a business owner is seeking financing, they do not understand the difference between dealing with brokers and lenders. There are advantages, and disadvantages to working with each; however, one must understand how each functions to understand what type of deal they will be getting in the end. Dealing with financial brokers When you are dealing …

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