Referral Partners — Commercial Loan Desk

You stay the point of contact unless you authorize direct borrower or project-owner contact. If you prefer, we will review the scenario and communicate through you first.

Commercial Loan Desk is designed to help referral partners determine whether a hard-to-place commercial, business-purpose, or clean-energy project scenario may be worth human review before spending more time shopping the file.

Commercial scenarios

What's a good fit

Good scenarios for review

Bank-declined commercial loans
Low DSCR or non-DSCR commercial deals
Commercial cash-out refinance
Commercial bridge loans
Mixed-use, multifamily, retail, industrial, self-storage, and owner-occupied commercial properties
Business-purpose real estate loans
Tax-return or documentation-challenged borrowers
Deals with collateral, equity, or a clear use of funds

Usually not a fit

Consumer residential mortgage requests
Personal loans
Credit repair
No collateral and no revenue
Guaranteed approval requests
Emergency funding with no documentation
Borrowers unwilling to provide basic deal information

Clean energy projects

What we review on the project side

Commercial solar, battery storage, solar + storage, EV charging infrastructure, energy-efficiency upgrades, HVAC/electrification, C-PACE eligible improvements, and community solar / distributed generation projects.

Submit a Clean Energy Project

This is not an approval, loan offer, commitment to lend, or credit decision. It is a preliminary scenario assessment based only on self-reported information. All financing options are subject to human review, lender guidelines, documentation, underwriting, and compliance requirements. Read the full disclaimer.