Connect your clients with our funding.
Count on our responsiveness and professionalism as we work to create the best possible funding solution for your client 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 program.
We offer a wide range of rates, and work closely with your client to determine the terms that are right for their agency, financial situation, and goals.
We partner with commercial loan brokers, SBA lenders, banks, M&A specialists, industry consultants and networks.
We don't take referrals lightly. We're committed to finding the best solutions for your client's financing needs. Our wide range of rates and flexible terms allow us to customize a loan for each of your clients' unique situations.
When you have clients who need funding faster than other lenders can deliver, or who want more flexibility in loan structure, or who don’t fit traditional lending requirements, talk to us about partnering.
We work hard to ensure a win-win-win on all successfully closed referral deals.
Every referral receives an expert consultation with one of our Lending Advisors. Over the past 20 years, we’ve helped our partners’ clients with:
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.
Contact us any time for information or resources you can share with your clients. We have a library of white label materials that we can share or co-brand with our partners.
Or fill out this form and we’ll be in touch with you within 24 hours to talk about the details of our program.
Call (855) 514-1189
As the economy and business environments move out of the pandemic, what kind of changes should insurance agency owners invest in to support agency growth? According to recent research, there are four critical areas to focus on.
Myths about insurance agency lending can stop agency owners from contacting a lender or looking for funds when their agency could really use a capital infusion in order to grow.
There are many benefits to SBA loans, and lots of insurance agencies are finding that this is a particularly good time to apply for them. Unfortunately there are some downsides to an SBA loan that borrowers can encounter. One downside we’re hearing about lately is the length of time that SBA loans can take to be funded.