1) Warm Introduction
This is one of the most simple, yet most important parts of referring business. A warm introduction is essential, ensuring that your client and account manager make contact. The warmer the introduction, the better the results you will have referring business to National Business Capital.
2) Setting the Expectation
Making sure your clients understand that you will be referring them to a trusted provider is very important. Convey that we have an A+ Rating with the Better Business Bureau, do not charge any upfront fees, get business owners approved in 4-48 hours and fund applications within days.
3) Utilization of Your Account Manager
We understand that not everyone is a Commercial Finance Professional. That is why when you refer business to National Business Capital, we provide you with your own Account Manager. Your dedicated Account Manager will work with your referrals completely and handle the entire transaction for you, allowing you to focus on your day to day business.
4) Understanding Our Products & Services
National Business Capital offers a wide variety of products and services. A simple conversation with your Account Manager will illustrate where we have had the most success and how we can effectively service your clients.
5) Utilization of Marketing Materials
Marketing materials for referral partners are available upon request. Some of our most successful partners make great use of our brochures.
Importance of a Warm Introduction
Illustrated below is the difference between a referral partner who truly works diligently to give their clients a warm introduction to National Business Capital & their account manager versus a referral partner who just forwards contact information over for a lead with no real effort towards a warm introduction.
Partners Making Warm Introductions Partners Just Forwarding Contact Info.
23 Clients Referred 162 Clients Referred
91% of Referrals Contacted 61% of Referrals Contacted
30% of Referrals Funded 2.5% of Referrals Funded
The following is what other referral partners are saying about our referral platform:
“My Account Manager and National Business Capital have provided me with the highest level of professionalism and customer service available. As a business owner / consultant, I not only must be relevant to today’s marketplace, but real time!”
“My account Manager and National Business Capital have provided me access to financing programs that have helped my clients grow their businesses. Straightforward answers, prompt, courteous and professional is how I would describe National Business Capital.”
National Business Capital prides itself on the success of our partnerships. You can speak with an Account Manager today about other professionals you know who could potentially refer us business. We offer opportunities to earn an override on any relationship you refer to us. Simply forward the “Apply Now” link to any professionals you feel would be a great fit to refer us business.