This document outlines our simple, transparent process for working together to secure your commercial loan. It’s designed to set clear expectations, protect your time, and ensure we are aligned in our mission to get you the right funding.

Our “Terms of Engagement” is not a complex legal contract but a clear framework for our partnership. It explains what you can expect from us and what we need from you to move your application forward efficiently and successfully.

By agreeing, we align on:

• Our Role: We act as your dedicated representative, leveraging our lender network and expertise to source the most suitable loan options for your business.
• Your Role: You agree to provide complete and accurate information necessary for the application in a timely manner.
• The Process: A clear, step-by-step outline from initial application to funding, so you’re never in the dark.
• Communication: How and when we will provide updates, ensuring you are always informed.
• Confidentiality: Our mutual commitment to keeping your sensitive business and financial information secure.

This streamlined agreement is the first formal step toward unlocking the capital your business needs to grow. It signifies our commitment to a professional, efficient, and successful partnership.

Ready to begin? Please review and acknowledge these terms to proceed.

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Broker

Client

Business Address

City / State / Zip Code

E-mail Address

Phone

Business City Address

Purpose of Loan

Submit

1. Purpose

Client engages Broker to assist in the pre-qualification, packaging, and referral of Client’s commercial financing request to appropriate lenders, with the goal of securing commercial funding. This collaboration is essential as it not only streamlines the process of identifying suitable financing options but also enhances the likelihood of obtaining favorable terms. Broker’s expertise in navigating the complexities of the lending landscape allows Client to leverage industry connections and insights, ensuring that the proposal is compelling and tailored to meet the specific criteria of various financial institutions. By working together, Client and Broker aim to build a strong case that highlights the merits of the financing request, ultimately facilitating a smoother and more successful funding experience.

• Broker’s Services

Broker agrees to collect and thoroughly review Client’s pre-qualification application and all supporting documents, diligently evaluate financing needs to better understand Client’s specific requirements, present Client’s comprehensive file to appropriate lenders after careful analysis of their criteria, and facilitate clear and effective communication between Client and lenders throughout the entire process. Broker is not a lender and does not guarantee loan approval, as the final decision lies solely with the lenders based on their individual assessment protocols and conditions. Moreover, Broker will provide guidance and support at each step, ensuring that Client is well-informed and prepared for any questions or additional documentation that may be requested by the lenders.

• Client’s Responsibilities

Client agrees to provide accurate information, cooperate promptly, authorize Broker to share information with potential lenders, and communicate honestly regarding financial standing.

• Non-Exclusive Engagement

This Agreement is non-exclusive. However, if Client accepts a loan offer introduced through Broker, the compensation terms below apply.

• Document Preparation Fee

Client agrees to pay Broker a document preparation fee of $300, due upon execution of this Agreement. This fee covers the cost of preparing, reviewing, and packaging all required documents to present the loan to lenders. This fee is credited toward the broker fee at closing and is separate from any broker fee due at funding.

• Broker Compensation

If a financing transaction is successfully funded through a lender introduced by Broker, Client agrees to pay Broker a Broker Fee of  1 % of the total funded loan amount or $_________, payable at closing.

• Term and Termination

This Agreement shall commence on the date first written above and continue until financing is completed or either party terminates with 7 days’ notice. Broker is entitled to compensation for transactions initiated during the term.

• Confidentiality

Broker agrees to keep all Client information confidential and share it only with potential lenders for the purpose of financing.

• No Guarantee of Funding

Broker does not guarantee loan approval, specific loan terms, or timelines.

1. Governing Law

This Agreement shall be governed by the laws of the State of Texas. Any disputes shall be resolved in the courts of Houston, Texas.

1. Entire Agreement

This document contains the entire understanding between the Parties. Modifications must be in writing and signed by both Parties.

1. Document Preparation Fee

Client agrees to pay Broker a $300 document preparation fee, due upon execution of this agreement. This fee covers the cost of preparing, reviewing, and packaging all required documents to present the loan to lenders. This fee is credited toward the broker fee at closing and is separate from any broker fee due at funding.

IN WITNESS WHEREOF the Parties have executed this Agreement as of the date written above.

Draw your signature below: