One capital resource for your client relationships.
The CMCC Partner Toolkit is designed to help professional partners evaluate financing feasibility, prepare clients for capital conversations and create a referral pathway without publicly exposing underlying lending sources.
Bankers
Second-look financing, preliminary feasibility review and referral resources designed to help preserve client relationships when a transaction falls outside a bank's credit box.
OPEN RESOURCE PAGE →CPAs & Accountants
Client capital-readiness resources, financing checklists and calculators to help clients organize financial information before pursuing capital.
OPEN RESOURCE PAGE →Business Brokers
Acquisition financing readiness, buyer capital review and preliminary deal-feasibility resources for transactions in process.
OPEN RESOURCE PAGE →Commercial Real Estate Professionals
DSCR, LTV and commercial-loan tools plus preliminary financing review for acquisition, refinance and development opportunities.
OPEN RESOURCE PAGE →Attorneys
Transaction-oriented financing readiness and capital-review resources for business acquisitions, ownership transitions and commercial transactions.
OPEN RESOURCE PAGE →Equipment Vendors
Equipment financing pathways and payment tools designed to support qualified customers considering equipment purchases.
OPEN RESOURCE PAGE →Second-Look Review
Alternative review for transactions outside a traditional credit box.
REQUEST REVIEW →Financial Calculators
Use calculators to frame the financing conversation before referral.
OPEN CALCULATORS →