Resources For Our Referral Partners
The Right Tools. A Stronger Client Conversation.
Find applications, product guidelines, and marketing materials in one place. Choose the resource you need to introduce financing options and prepare your next submission.
Applications · Guidelines · Flyers · VideosChoose The Right Application
Select the form that matches your client’s financing request. Not sure where to start? Ask partner support before collecting a full file.
Business Loan Application
Collect business, owner, and requested funding information for an initial review.
Open PDF ↗Open Broker Version ↗Commercial Mortgage Application
Gather borrower and property details for a commercial real estate financing request.
Open PDF ↗Real Estate Intake
Start with a property overview and financing needs before completing a full application.
Start Online Intake ↗Open 1003 Application ↗PDFs open in a new tab and can be saved from your browser. Confirm the appropriate real estate application with your GoKapital contact.
Add The Supporting Forms
These documents are program-specific. Complete only the forms requested for your client’s file.
Business Debt Schedule
List existing business financing balances and payments to give the review team a clearer debt picture.
Open PDF ↗SBA Personal Financial Statement
Use when requested for an SBA file to document personal assets, liabilities, and financial position.
Open PDF ↗Investment Experience
Organize the investor’s property experience when it is required for a real estate submission.
Open Spreadsheet ↗Match Your Client To The Right Program
Use the guidelines to prepare an informed conversation. Eligibility, pricing, and required documents depend on the program and borrower profile.
Business Loan Guidelines
Review program criteria and documentation before choosing a financing path.
Review Guidelines ↗Real Estate Guidelines
Review property financing criteria and prepare questions for your GoKapital contact.
Review Guidelines ↗Broker Product Summary
A downloadable reference for product comparisons. Confirm current criteria before sharing.
Open Summary ↗The downloadable broker summary is a 2023 reference. Ask partner support for current requirements before quoting terms.
Start Better Conversations With Marketing Flyers
Choose a flyer that fits the client’s needs. Use it as an introduction, then confirm current program details with GoKapital.
Real Estate Financing
Introduce property purchase, refinance, and investment financing options.
Open Flyer ↗Revenue-Based Financing
Support an initial conversation about revenue-based financing and merchant cash advances.
Open Flyer ↗Business Financing In Spanish
Share a Spanish-language introduction with Spanish-speaking business owners.
Open Flyer ↗Equipment Financing
Introduce financing for business equipment purchases.
Open Flyer ↗SBA 7(a) Loans
Help clients explore SBA financing as a possible fit for their business.
Open Flyer ↗Bank Term Loans
Introduce term financing for clients exploring longer-term business capital.
Open Flyer ↗Additional Specialty Resource
For asset-backed financing conversations, confirm availability with partner support.
Luxury Asset Loans Flyer ↗Get Familiar With The Programs
Use these short introductions to build context before discussing a specific financing request.
Business Loan Overview
A quick introduction to GoKapital’s business financing programs.
Watch Video ↗Broker Program Overview
Learn how the referral partner program works before getting started.
Watch Video ↗Financing Overview In Spanish
A Spanish-language introduction to business and real estate financing.
Watch Video ↗Turn Resources Into A Clear Next Step
A focused conversation helps clients understand what to prepare and why.
Identify The Need
Clarify the financing purpose, requested amount, and business or property profile.
Choose The Resource
Review the appropriate guidelines and share the relevant introduction or application.
Prepare The Submission
Confirm current requirements and your submission route with your GoKapital contact.
Have A Client In Mind? Let’s Find The Next Step.
Get help choosing a form, confirming product criteria, or preparing a submission.
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