Referral Partners

Referral Partner Program

Connect your clients with our funding.

We help your clients succeed.

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.

Who makes a perfect partner?

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.

Why Partner with AgileCap?

Our industry expertise and flexibility allow us to do deals that others often cannot take on…and close on them quickly.

We design loans around your client’s needs, even if there are credit challenges or complex financing requirements.

Our partner referral agreements mean that you receive a reward for our partnership too.

Referral Partners

Every referral receives an expert consultation with one of our Lending Advisors. Over the past 20 years, we’ve helped our partners’ clients with:

  • fast and easy acquisition or repeat acquisition funding to support agency expansion;
  • flexible growth capital — when traditional lenders won’t tolerate credit blemishes;
  • loans to cover complicated partial owner buyouts;
  • bridge loans to get agency owners through time-sensitive transactions;
  • borrower-friendly financing structures (eg: interest-only periods, rate steps, annual principal paydowns, rolling underwriting with reduced documentation for repeat funding, and final balloon payments).

FAQs

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.

Partner Resources

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.

Talk to us about our Referral Partner Program

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


Due Diligence Process

If you’re considering an insurance agency acquisition as part of your business growth strategy, it’s important that you put time into understanding any agency (or book) that you’re considering purchasing. Going through a thorough due diligence process - examining detailed information from the seller regarding agency operations and finances - will ensure that you understand what you’d be purchasing and whether it would be a good fit for your existing agency.

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Due Diligence Checklist

If acquisition is part of your growth strategy, it is critically important that you put time into understanding the agency or book that you’re considering purchasing. Doing your due diligence homework will ensure that you know exactly what you’re getting and whether it’s a strategic fit for your business. This checklist should support your due diligence process.

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