Referral partners
We happily work with referral partners.
Your clients’ trust is everything. James treats every referral like his own client, with education, responsiveness and results.
Realtors
Fast pre-approvals and clear communication that keep your deals on track.
CPAs & Financial Planners
Financing that fits your client’s broader tax and wealth strategy.
Attorneys
Coordinated, well-documented transactions from contract to close.
Insurance Professionals
A partner who understands how coverage fits into every closing.
Title Companies
Organized files and timely conditions for a smooth settlement.
Mortgage Brokers
Submit commercial real estate scenarios you’d like help placing.
Send a referral
Have a client who needs financing?
Reach out directly, or have your client complete the quick online application and James will follow up personally.
Submit a deal
Start a quick application for your client. Residential and commercial requests go straight to James.
Residential application Commercial application