Top 5 Strategies of Successful Referral Partners

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Friday, March 13th, 2015

National Business Capital offers a wide variety of proven packages to benefit successful results for all of our partners, their sales teams and their clients.  Business bankers, real estate agents and accountants are among the many professionals who are taking advantage of our Referral Partner program throughout the nation.  Below are the top 5 strategies of our successful referral partner.

1) Warm Introduction

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

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 

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

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 

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

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: referral partners

“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.” financing programs

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.

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