How we work with referral brokers.
When companies need access to capital, they need a source that is responsive, adaptive and expedient. Since 2006, eCapital has worked with brokers in the financial services industry to empower their clients with accelerated access to capital – it’s what we do. Relationships with brokers form the core of our business.
It’s a highly competitive marketplace and an ever-changing landscape. To service clients and win business, brokers need to demonstrate resourcefulness and be results driven. The ability to tap into eCapital’s area of expertise and creative cash flow solutions boosts your competitive advantage and increases your income with little effort on your part. Let us do the work and watch your commissions grow.
Build your business with us. We work for you.
STEP 1. Introductory Meeting
Send us your client information package and we will conduct initial research to become familiar with the business’ condition and needs prior to meeting with the client. It is then your choice; you can make the introduction and participate in the meeting, or we can independently reach out to them. In this meeting, we will gain an understanding of the client’s business, their operations, working capital requirements, goals, etc.
STEP 2. The Proposal
eCapital will design a customized lending facility of factoring, asset-based lending or a combination of both to meet the exact needs of the client. The client will be presented with a proposal detailing the rate, terms and conditions of the financing, and length of the contract. Once signed, the proposal is sent to underwriting for processing.
STEP 3. Underwriting
Working directly with the client, our underwriting team conducts due diligence. Legal documents are then drafted and sent to the client for review. As we work through the process, eCapital will update you and keep you informed of progress.
STEP 4. Funding
Following the completion of underwriting, the client is assigned an eCapital Account Manager as soon as executed legal documents are received. We will then introduce the client to our practices and procedures, plus guide them through the online client portal.
Designed to provide the client with a simple process for expediting easy access to working capital, this arrangement does much more – it initiates the start of regular monthly commissions deposited directly into your account.
Why Partner with eCapital?
We work hard for you. Regular commissions for the lifetime of the deal are a compelling incentive, but eCapital provides even more. We help you build your business with intellectual property and resources. Tap into our storehouse of marketing and training assets to help build your success:
- About eCapital
- Referral Process
- Financial Product Information
- “How To” Guides for Solving Common Business Challenges
- Case Studies
- Sales Training Materials
- Prospecting and Networking Tips
- Plus more!