For referral and source partners
Send the deals you cannot place.
Declines, product gaps, overflow, and files with a story. You keep the client. We carry the funder paper.
Registration receipt
Deal
VF2607-0142
Source
Your firm, protected
Your share
Locked at registration
Broker of record
ClearMetric LLC
Issued
On arrival, before we screen it
No exclusivity
No minimums
You keep the client
We carry the funder paper
Send us what does not fit your panel.
Place your bread and butter where you already have relationships. You will be faster and you will keep all of it.
A second look on a decline
Different panel, different appetites, and a written note of which criteria failed.
Product gaps
You run factoring and this one is equipment, or the other way round.
Files with a story
Discharged bankruptcy, thin credit, one year in business, older asset.
Geography
States or industries your funders will not write.
Overflow
Files that need daily attention in a week you do not have it.
Files you would drop
The ones sitting untouched in your inbox. Those are worth something.
You keep the majority.
Two arrangements, set by how much of the work you do. Both are paid by the funder. Your share is locked when the deal is registered, before anyone knows how it turns out.
Referral
You make the introduction and step back. We run intake, gather documents, place the deal, and manage it to funding. Smaller share, almost no time from you.
Managed
You own the client through closing and put the file together. We screen, place, submit, and deal with the funder. Majority share, rising with volume and file quality.
On each deal you choose a guaranteed payout after funding, or your full share with a portion held through the funder's clawback window. Take the guaranteed payout and we carry that risk.
Source protection.
The answer to the thing you were going to ask first.
Registration
Every deal gets an identifier and a receipt on arrival, defining exactly what the non circumvention terms cover.
Your client
We contact them about the registered deal only. No marketing, no cross sell, no approach after closing.
Your book
The terms exclude funders and clients you worked with before we met. We are not trying to fence off your business.
What you see
Your deal, its stage, what is outstanding, the funding partner once we place it, and your commission.
Getting paid
A stated payment day, amounts visible before you ask, and advance notice if anything will be late.
If you outgrow us
A lower fee arrangement where you become broker of record, or a defined buyout. Worth asking about early if it matters to you.
Start with the hard one.
Send the file you cannot place. That is the only test worth running.