Frequently Asked Questions About Our Network
What does it cost a CPA or other professional advisor to refer transactions to the CPA Commercial Capital lending network?
Absolutely nothing! We are on a mission to better serve our CPA and professional advisor colleagues, as well as serve the small businesses that make our nation’s economy vibrant.
Do I need industry-specific experience to be successful?
Your knowledge as a CPA or other professional adviser serves as the foundational knowledge needed to participate in our program. However, we have industry veteran experts who provide additional knowledge and understanding regarding available commercial finance products. As you refer a transaction, we will work to carefully select a lender from our lender network and obtain all information necessary to submit a completed product application.
How do I generate transactions to refer to the CPA Commercial Capital lending network?
You likely already have revenue opportunities waiting for you. As a CPA or other professional, you have a deep reservoir of clients that are continually engaging in capital-intensive commercial projects. Simply connect with your past and current clients letting them know that you can now serve as a valuable resource for their commercial finance needs. Use your own marketing tools and techniques, or simply ask us how we can help!
How is my referral revenue paid?
Depending on the commercial finance product, origination revenues are generally generated at the closing of the transaction. Your referral fee is generally paid to you from the net proceeds of the Borrower paid origination fee within thirty (30) days after receipt thereof by CPA Commercial Capital.
How much is my referral fee?
Generally, CPA Commercial Capital will seek to pay a referral fee calculated as a percentage of the net origination fee negotiated by CPA Commercial Capital and payable by Borrower. Origination fee amounts are dependent upon the commercial product employed, the participating lender, transaction size, and other unique transaction circumstances. Generally, the referral fee is 25% of the net origination fee paid to CPA Commercial Capital.
Can I do this opportunity part-time?
Absolutely! Participation in our program can seamlessly integrate into your current workload.
How does the CPA Commercial Capital Membership Network distinguish itself from traditional origination and brokerage options?
As you may be aware, when a CPA or other professional advisor currently refers a client to a lending institution or loan broker, there is zero compensation paid to the advisor. Not only are you working for free but you are also exposing your good name to third-party risk.
At CPA Commercial Capital, we understand this inequity, and have set up our program to make sure you are appropriately compensated. We also have an extensive lender network with a national platform. CPA Commercial Capital can provide commercial real estate, working capital, A/R, purchase order and equipment loans or financings, where most other brokerages focus on a single type of product. Additionally, our lender’s terms are highly competitive in the marketplace.
Lenders are always looking for commercial business generated from quality sources. CPAs and financial advisors with intimate knowledge of their client’s financial condition are widely recognized as the most trusted financial advisors. They understand their client’s ability to perform within their own unique operational environment. Our Lenders welcome the added security of the involvement of trusted financial professionals who not only promote their client’s best interests, but have an ongoing fiduciary responsibility to them.
I have a client who currently needs commercial financing. What do I do next?
The fastest and easiest way to begin a transaction is to email a CPA Commercial Capital representative by clicking on the “Get Started Now” box below, or by sending an email to info@CPACommercialCapital.com. Tell us a little bit about your client’s transaction, some basic details about the needed financing, and provide an email address and phone number where you can be reached, and we will have one of our experts reach out to you to discuss your transaction in more detail.