Frequently Asked Questions

No. Access is restricted only to well-trained and/or experienced brokers. All broker registrations are manually reviewed. This means you will not immediately gain access to the platform. Typically, we will require a broker attempting to register as an experienced broker to be verifiable. Decisions are made based on a review on a case-by-case basis. We utilize several commercial capital broker databases or confirm completion of our partner broker training programs. Currently, we only recognize 3 broker training programs. Due to our legal service level agreements with lender partners, brokers who are not verified through our vetted training programs must provide evidence of substantial transaction volume. If you wish to proceed, our general counsel will need to review documentation confirming that you have originated significant volume across all financial facility categories listed on our platform. Typically, we require evidence of at least $10M+ in funded volume per financial facility type, including:

• SBA 7(a) and 504 loans

• Equipment financing

• Merchant Cash Advances (MCAs)

• Factoring

• Significant holistic transaction volume of well rounded experience for all real estate asset classes and facility types

• Lines of credit (LOCs)

• Working capital loans

We conduct this review on a case-by-case basis, but in order to move forward, we will need to see substantial experience across all these financial instruments. Please Note: Brokers must be a member of the Commercial Capital Broker Association to access our platform. ***Please note we do not endorse most broker training programs due to their in ability to adhere to the CCBA's Code of Conduct for working within the industry. We strongly caution anyone considering becoming a broker to vet their chosen program with us directly. Please avoid any groups that do not freely allow brokers and lenders to work with any party of their choosing regardless of if they have paid a fee or if they are member. We also strongly discourage any for-profit associations or conference only associations. The Commercial Capital Broker Association and the American Association of Private Lenders are the only associations we actively endorse in the industry.***

Yes. All lender criteria is provided by the lender and is readily available while using the Funding Scenario Tool, or utilizing the Lender Library.

Are constantly adding new products to the platform. At the present time, brokers will have access to lenders that offer the following products. - Equipment Financing and Leasing

- Working Capital Loans

- Lines of Credit - SBA Loans - Factoring

- PO Financing

- Merchant Cash Advances - Commercial Real Estate This list is not inclusive of all the products that you have access to as many of the products, above have many sub-products within the various industries they serve; i.e. CRE has roughly 20-30 product lines.

Yes! Yes, CSE is a fully responsive software platform. It will work on any device.

We are always adding new lenders who offer unique, and competitive products.

Yes! Any activity within the platform will result in a notification via email.

Yes. The Funding Scenario Tool is your primary tool for finding a matching lender for your client. However, if you are not sure what product tape to utilize, we have also built you a product wizard that will guide you through selecting the correct product.

Yes! We have a Broker Repository area of the platform that has additional resources available to you for free. We have monthly newsletters, a digital periodical, marketing, collateral templates, and many other services all available for free. We also are constantly rolling out new items for brokers, that we think may add value to your business.

Yes! We have a live staff that will answer your inquiries via our internal ticketing system. And it is important to note that in order to keep our platform free, we do not offer phone support. Our normal business hours are below. Monday - Thursday: 9 AM - 5 PM EST

Fridays: 9 AM - Noon

Yes! In fact, it is encouraged. We are constantly building new features and utilizing feedback from brokers and lenders about what you would like to see from our platform. Once you are registered, we have an area just for making feature requests. While, we cannot guarantee that every single feature will be developed, if we believe that the feature would be utilized by many users and it is feasible, we will certainly add it to our backlog.

When you register as a broker, you also get access to the "Deal Marketplace". Here, you can place deals that were not a match for any lender on the platform. Lenders may contact the you to discuss the deal further.