CLX has paid out over $1 million in referral fees since 2009. Success fee model means your client never pays upfront. And we never go around you.
Per our referral agreement, you are protected and you get paid when we get paid. We never contact your client directly without you. Period.
CLX operates on a success fee basis. We do not get paid until the loan closes. Your client has zero risk and you look like a hero for the introduction.
We have paid over $1 million in referral fees since 2009. Multiple program levels depending on deal size and involvement. This is real money.
If you regularly encounter clients who need commercial financing, SBA loans, or business acquisition funding, we want to talk. Even if your client's deal seems complicated, that is where CLX thrives.
Use the referral form below, email the team, or give us a call. Give us the basics: deal size, collateral, borrower situation. Our team will review and follow up.
Our team runs the full process: underwriting, lender matching, term negotiation, closing coordination. You stay informed. Your client gets the best terms from 500+ lender relationships.
When the loan funds, you receive your referral fee per our agreement. No chasing invoices. We pay when we get paid.
1. Be honest about the deal.
The quickest way to kill a loan opportunity is to present it to a lender with wrong facts. Give us the real picture and we will fight for your client.
2. Give us access to the client when the time is right.
We cannot close what we cannot underwrite. We will always protect your relationship, but at some point we need to talk to the borrower directly.
Give us the basics. If your referral is time-sensitive, call us directly.
"One of the best mortgage groups I have ever worked with."
Peter B.
Lending Partner
"CLX has successfully placed quality transactions at my new bank."
Randy
Lending Partner
"Excellent team, clear understanding of commercial lending."
Sheela P.
Lending Partner
The fastest path is the submission form above. Prefer to talk? Call our main line and you will reach a CLX team member who can route your deal right away.
Voicemails are reviewed by the team and escalated as needed.