A financing intermediary connects business owners with funding providers and helps coordinate the review. Explain your use of funds, requested amount, and timing so the search starts with your needs.
Understand each party's role
Ask who will provide the funds, who will receive your application, and who will handle payments after funding. Also ask how the intermediary is paid and whether you owe any separate fees.
Review the offer yourself
Compare the amount you would receive with the full repayment obligation, including fees and payment frequency. An introduction to a provider does not guarantee approval or the lowest available price.
Keep a copy of the agreement and any written explanations you rely on when making your decision.
