Resources to get your business customers the financing they need

As a CPA or accountant, you serve as your customers’ trusted advisor for more than just bookkeeping and taxes. You see your customers growth and challenges first hand, and are uniquely able to advise them on new opportunities.

Consider Pursuit your partner in finding flexible and creative financing solutions for your customers and increase your ability to serve them as they start or grow their businesses. Your clients can directly access a variety of loan programs through Pursuit that complement conventional banking products and expand the options available to them.

Whether your client needs flexible requirements, a loan with a fast turnaround time or competitive rates and terms for commercial mortgages, Pursuit can help.

Expand your clients’ loan options

Business lending goes beyond bank loans. You can work with us to increase the number of loan options that your client has when they need terms, requirements or timelines not offered at a bank. Our core partner programs include:

Quick access to capital

If your client needs a loan fast, the Pursuit SmartLoan can provide them with up to $100,000 in just 5 business days. They’ll benefit from the fast turnaround and easy-to-use online application, and you’ll earn their trust as their advisor.

General business funding

Whether your clients require financing for working capital, owner-occupied real estate, leasehold improvements, machinery and equipment, debt refinancing, business acquisition, or other needs, Pursuit has a program to meet their needs.

Pursuit offers loan programs with creative terms flexible terms that put funding within reach, such as the SBA 7(a) and Community Advantage programs.

Second look loan programs

When a client doesn’t meet the traditional credit criteria for a bank loan, offer them an alternative that will get them to a “yes.” Pursuit offers loan programs with flexible requirements that put funding within reach, such as the SBA 7(a) and Community Advantage programs.

Most partners find that our flexible requirements create a larger “strike zone” for approval that often allows startups, businesses in riskier industries, and those with uneven historic financial performance to get funded.

Owner-occupied commercial real estate financing

When purchasing owner-occupied commercial real estate, all businesses can benefit from lower interest rates, longer terms, and a higher loan-to-value ratio than traditional lenders can typically offer. These features can help clients get funded or make larger purchases possible for growing businesses.

Your clients can partner with Pursuit to access below market rates, terms of up to 25 years and up to 90% financing. Learn more about our owner-occupied commercial real estate mortgage program.

Help businesses of all shapes and sizes find funding

You work with diverse business customers, from startups and growing businesses to established enterprises. A wide variety of businesses find value in Pursuit’s flexible terms, requirements and favorable rates. If you have a client who could benefit from business funding, contact Pursuit.

Work with a trusted lending partner

When you recommend that a business customer contacts Pursuit, you’re putting them in the hands of a trusted partner with more than 65 years of experience finding out-of-the-box, innovative solutions that make loans possible for businesses. We’ll work just as hard for your client as you do.

Pursuit’s approach balances speed with responsible lending to ensure that your client is provided with a loan that sets their business up for success in the long term. Contact a lender today to learn more about our approach to providing responsible, affordable financing solutions.

Partner with Pursuit

Sometimes, you need to offer businesses products, terms or requirements that complement traditional banking. That’s where Pursuit can help.

Partner REsources