SOFIA Capital Ventures welcomes referrals. If you are a real estate, mortgage, or other financial professional with your own client base, we offer you the opportunity to provide added value to your clients through our referral program. If you are seeking entry into commercial lending, becoming a Sofia Capital Ventures Referral Partner is a great way to get started and learn the industry while focusing on building your own client base.
How to Become an SCV Referral Partner
If you would like to become a SOFIA Capital Ventures Referral partner, please download and complete a Referral Partner Profile. We will then set up an introductory call. When you are approved you will receive regular updates from SCV and can make referrals at any time.
To make a referral, we ask you to do a little preliminary work. Here’s what you do:
- Send us your client’s basic loan request, using our loan inquiry format, to enable us to pre-screen the deal.
- Introduce us to your client by phone.
- If the client engages with SCV, it is not necessary to stay involved directly. We will send you regular updates.
To be an SCV Referral Partner, we ask that you participate in a 1-hour training call that will acquaint you with the basics of our loan review and underwriting process. You will have an opportunity to address any questions at that time.
Referral Fees
Sofia Capital Ventures pays referral fees of 20% of the Company’s success fee for each loan you refer us that closes. In most cases, SCV earns a 1-2% success fee when a loan closes. If you are another commercial mortgage broker referring a possible deal to SCV we may co-broker the deal and split the success fees 50/50.
IMPORTANT NOTE: If you negotiate and sign a fee agreement with your client prior to introducing that client to Sofia Capital Ventures, and expect to get paid by your client at closing, you cannot also earn a referral fee from Sofia Capital Ventures.
Benefits of Partnering with Sofia Capital Ventures
Our goal is to help you enhance your bottom line and provide value to your clients. Additionally, you may benefit from participating in our training program and on-going deal evaluation process. We can also provide you with articles and advertising for your own e-Newsletters and other communication with your clients.
Accountants: You will have the ability to help secure the financial future of your clients by providing alternatives to bank lending and increase retention.
Commercial Real Estate Brokers/Developers: Turn your prospects into actual buyers by offering them the ability to put as little as 10% down, longer amortizations and below market fixed rates on purchases, refinances and construction projects.
Bankers: Keep your depository business, thus preventing customers from turning to competitors.
To make a referral to Sofia Capital Ventures in situations where you cannot accept payment (this may apply to certain licensed professionals,) simply make an introduction to your client. After introducing us, we will work directly with the client and the lender. We will keep you updated throughout the process, as a courtesy. You will be providing a “value-added” service to your clients that enhances your professional status.
CONTACT US to find out more about this exciting new program and how it can benefit you and your clients!