Keep the client.
Add the product.
Residential originators and commercial brokers refer business-purpose transactions that sit outside their product set — and stay in the relationship.
The referring broker is kept on every communication. The scope, the compensation, and the client relationship are agreed in writing before a lender is approached.
Where state requirements allow, Market Point operates as a full brokerage; elsewhere the engagement is advisory only.
Send the scenario
Address, budget, schedule, and exit. A read on feasibility and indicative structure comes back within 2 business days.
Agree the terms
Referral or co-brokerage, compensation, and client ownership are documented before the file goes out.
Stay in the loop
Copied on lender feedback, term sheets, and closing. The client returns to the referring broker for their next conventional transaction.
“As a conventional originator, I've sent Brad several transactions. His responsiveness — and his dedication to brokers as well as their clients — makes him my top recommendation for private lending.”
