Deal Submisson
Submit a New Client with a Company Profile or Through IACFB's SQL Pal System
Deal Submission
Lesson Video
Submitting a Deal
Submitting a prospect for financing is a straightforward task at IACFB. All IACFB member websites include a universal worksheet as a quick application. Called a “Company Profile,” this application is used for virtually all financing types. It is primarily for you, the broker, to ascertain what kind of financing is needed and available for the prospect. It also provides the basic information required from the lender’s underwriting department to be able to go forward and view things such as UCC filings, tax issues, and more.
Whether you are starting your business as an Agent or Broker, Company Profiles are included with all DataMax website templates. They are automatically downloaded in PDF format for business owners viewing your site and requesting a quotation.
Can we send you a commission?
Getting involved with the PALs program as a great way to earn commission income as a referrer and, in most cases, these submissions are for businesses that require commercial factoring and that means you will earn a commission, but it will likely be a residual commission.
To make a PAL referral, simply…
- Register as a PAL Broker
- Download your Broker's Agreement
- Complete the short referral form
