Referral partners

The people our clients already trust

Good financing usually starts with somebody else's advice — an accountant who knows the numbers, a title officer who knows the deal, an agent who knows the building. These are the firms we work alongside.

Accountants & CPAs

Tax and bookkeeping partners who work with owner-operators on the financials a lender will ask for.

Title Companies

Title insurance and escrow partners we work with regularly on commercial closings nationwide.

Insurance Providers

Property, hazard, builder's risk, and lender-required insurance specialists for CRE and hospitality.

  • Texas Giant Insurance

    Commercial property insurance — a member of Agents Alliance Services, Ltd

    Carrollton, TX

    Start an application

Realtors & Commercial Brokers

Commercial real estate brokers and investment-sales advisors we collaborate with on acquisition financing.

Business Brokers

Brokers handling business sales, whose buyers need acquisition financing arranged alongside the deal.

  • Transworld Business Advisors — Dallas/Fort Worth

    Business sales & acquisitions — Texas, Colorado and Nevada

    Dallas, TX

    Start an application

Residential Mortgage

Residential loan originators who pass commercial deals to us, and whose clients we send back for home financing.

What happens to a referral

Four steps, start to funded

The same process whoever sends the deal over.

  1. 1

    Apply online

    ~5 min

    A brief application — property, sponsor, capital request. About five minutes.

  2. 2

    Due diligence

    2–4 days

    A consultant calls you, then we build the financial profile from your documents — DSCR, LTV and cash flow verified and packaged into an underwriting-ready file.

  3. 3

    Smart matching

    Parallel

    Your deal goes to the lenders with active appetite for it. We negotiate, then bring you offers to compare side by side.

  4. 4

    Get funded

    You choose

    You pick the term sheet. Bridge closes in 5–15 days; CRE and SBA in 30–90.

Referring a client

Questions from partners

What does Caplli do for my clients?

We place commercial finance — real estate, business acquisition, SBA, bridge and working capital, from $1M to $100M+. Your client applies once and we take it to the lenders whose appetite actually fits the deal, then manage the file through to closing. You stay in the loop without having to broker anything yourself.

Does referring a client cost them anything extra?

No. The terms are the same as coming to us directly. A $500 credit review and due diligence fee applies once a borrower submits a full application, refunded in full if we cannot get them terms — that is true for every applicant, referred or not.

How do referrals get tracked?

Each partner gets their own application link. A client who starts there is tagged to that partner automatically, so the referral is recorded rather than remembered. You do not need to send us a heads-up email for it to count.

What kinds of deals should I send?

Commercial only — owner-occupied and investment real estate, business acquisitions, multifamily, hotel, construction, equipment and working capital. We do not place consumer mortgages. If you are unsure whether something fits, send it over and we will tell you straight.

How do I become a partner?

Get in touch and tell us about your firm and the kind of clients you work with. Most of our partners are CPAs, title companies, insurance brokers and real estate agents whose clients regularly need financing they cannot place themselves.

Work with us

Want to refer clients to Caplli?

Tell us about your firm and the clients you work with. Partners get their own application link, so every referral is tracked automatically.

Start your application → Schedule a call

Commercial finance only. We do not place consumer mortgages.