HOW IT WORKS
A focused path from first review to lender introduction.
Tell us what you want to achieve. We help assess lender fit, coordinate the introduction, and guide the next steps. TriPoint facilitates relationships. The lender is responsible for eligibility, underwriting, credit decisions, terms, and closing.
01 / TELL US ABOUT YOUR DEAL
Tell us about your deal
Share the basics. We review your financing goal, discuss the transaction with you, and clarify what comes next. No financial documents needed to get started.
02 / WE IDENTIFY LENDER FIT
We identify lender fit
For viable opportunities, we use our SBA lending relationships to identify a team whose appetite aligns with your business and deal structure—helping reduce unnecessary applications.
03 / WE GUIDE THE NEXT STEPS
We guide the next steps
We coordinate the introduction, explain what’s needed, and stay involved through the lender’s process. Required financial documents are shared securely.
Start with a preliminary review.