PLACEMENT
Out-of-box capital.
Complex assets, leverage, borrower situations or unfamiliar products.
CAPITAL / BROKERS
KEEP THE CLIENT.
EXPAND THE BOX.
When a good transaction falls outside your current lender shelf or team capacity, explore a second desk without surrendering the relationship.
WHERE WE FIT
YOU OWN THE RELATIONSHIP. LET’S SOLVE THE GAP.
CAPACITY
A second operational desk.
Processing and documentation assistance under an agreed engagement.
PARTNERSHIP
Expanded offer.
A written arrangement specifying attribution, communication and commercial responsibilities.
ATTRIBUTION
NO ASSUMPTIONS ABOUT WHO OWNS THE DEAL.
Do not include private borrower data in the initial form. The next step establishes sponsor permission, lead registration, duplicate-deal rules and any compensation or communication terms in writing.
“Your relationship stays yours” must be backed by agreements and execution, not a URL parameter.
Questions worth answering.
Straight answers before the next conversation.
Can I bring a deal that falls outside my lender network?
Yes. The capital desk evaluates whether the financing situation may fit another lending relationship and what information is needed to present it clearly.
Does submitting a broker deal guarantee compensation or exclusivity?
No. Relationship protection, deal registration and compensation depend on a documented agreement and the actual transaction.
What should I provide at the start?
Begin with the asset type, general location, loan purpose, approximate amount, deadline, financing challenge and your relationship to the borrower. Send sensitive borrower documentation only through an approved secure process.
THE NEXT MOVE
WHERE DOES YOUR SHELF STOP?
A short broker inquiry is enough to begin. We can discuss an individual deal or ongoing capacity.
You do not need the right vocabulary. Start with the real situation.