Learning Lab

Sample Case Studies of Brokered Transactions

International Association of Commercial Finance Brokers

Case Studies

Video

This was a New Orlean’s -based contractor awarded a cleanup contract for a small flooding creek in North Carolina that was being paid by the county (10%) and a FEMA grant of 90% of costs of remediation. (Click here)

It is not unusual for a referred client to utilize a factors services  for 3 year, 5, years, 7 years of even longer.  That, of course, also means the broker-of-record earns monthly commissions for that length of time.  This is a true example of a broker earning a monthly commission for over 18 years.  (Click here)

Martha’s story is a very common one where a person studied and learned to recognize factoring opportunities and was in the right place and time to refer a client earning over $42,000 over time as the broker of record (Click here)

This is a typical “new broker’s” first deal and was the result of a small direct mail campaign to a small enterprise located in a local Small Business Development Center. (Click here)

This is a very, very common where a broker created a relationship through a social media connection (bank lending officer) who referred a small business owner to a factoring broker.  Relationship building with your local lending officers and LinkedIn and other social media is not only essential but extremely financially rewarding.  (Click here)

This is a typical small manufacturer that was a client that was referred to IACFB from an existing client and was a commission-paying cleint for 4 years.  (Click here)

Small businesses engaged in B2B services are considered to be low-hanging fruit by successful freelance factoring brokers and guard and security services is an industry that is a prime example of a service sector industry where you should have dozens (if not hundreds) of security service owners you are building relationships with in your CRM. (Click here)  

This case study shows you why you need to subscribe to networking organizations in your community and in particular, your local Cahmber of Commerce.  Chambers will provide you with unlimited leads that will convert to commission-generating clients. (View here)

This case study is one that will provide an opportunity for full time professional freelance brokers as well as those seeking to get their “first foot in the door”.  It is a right-time-right-place opportunity and can be worked by anyone. (Click here)

Though most IACFB members are seeking a totally new career, others become :occasional” brokers to augment their successful current profession.  Many, such as bookkeepers and other accounting professionals are such examples.  (Click here)

Like many in the industry, this part-time broker stumbled upon factoring while looking for a solid, home-based business she could start to supplement her 9-5 job as a hostess at a local restaurant in the Denver, CO area. A single mother, she struggled to meet her rent and other obligations each month and needed some “side business” that would add an additional $500 a month or so to her current earnings.   (Click here)

The brokering of discount mortgage notes is a very popular home -based enterprise but it also attracts many new brokers to business finance and factoring.  Both factoring and mortage notes are “DISCOUNT” transaction and fit well with their business models.  (Click here)

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Whether you’re dreaming of going full-time as a professional commercial finance consultantor looking for a part-time home business that can deliver dependable monthly incomethe Learning Lab was built for you.

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