Referrals, documented.

If a client of yours holds a maturing commercial loan in Dallas-Fort Worth, the referral takes one email. Here is exactly what happens after you send it.

01

The introduction

You introduce us directly, or you send the property and we make the first call naming you.

02

The record

The referral is logged in writing on day one: your name, your firm, the client, the date. You get a copy.

03

The terms

Whatever we agree, whether a documented fee arrangement or a reciprocal referral relationship, is set in writing before we engage your client, and honored at funding.

04

The updates

You get status at each stage. Your client hears nothing from us about the referral arrangement that you have not seen first.

Your client relationship stays yours. We handle the debt.

Or call (720) 695-8111.