FOR RELATIONSHIP MANAGERS

This One Is For You

Relationship Managers.Sales Teams.Business Development.

Keep The Case Moving

Your Source Stays Confidential. We sign an NDA with the referring party before confidential files are shared.
Leads, contacts and correspondence remain protected.
One institution’s risk appetite is not the whole market.
A commercially sound case may fit another lender.
Contact us with a summary.
With client authorization, we review the file and address preparation gaps.
We approach interested NBFIs, compare proposals and follow the case toward execution.

Agreed referral fees, bonuses or incentives are paid upon financing disbursement.
Terms are agreed upfront in writing.
Discretion is the foundation of our reputation.
We protect every originator, lead and contact throughout the relationship.
Client consent, confidentiality, disclosed interests and required institutional approvals govern every arrangement.
Discretion and confidentiality bind our work.
We sign an NDA with the referring party, and the client signs an authorization for Club Deal to work on the case before we proceed.

For Corporates.
For Lenders.
For Relationship Managers.