HOUSTON FiNTECH - Private Capital Advisory & Brokerage

HOUSTON FiNTECH - Private Capital Advisory & BrokerageHOUSTON FiNTECH - Private Capital Advisory & BrokerageHOUSTON FiNTECH - Private Capital Advisory & Brokerage

HOUSTON FiNTECH - Private Capital Advisory & Brokerage

HOUSTON FiNTECH - Private Capital Advisory & BrokerageHOUSTON FiNTECH - Private Capital Advisory & BrokerageHOUSTON FiNTECH - Private Capital Advisory & Brokerage
  • HOUSTON FiNTECH
  • PARTNER WITH US
  • LOAN PROGRAMS
    • COMMERCIAL REAL ESTATE
    • RESIDENTIAL REAL ESTATE
    • MIDDLE-MARKET & GLOBAL
    • ASSET-BASED FINANCING
    • EQUIPTMENT & PROJECT
  • More
    • HOUSTON FiNTECH
    • PARTNER WITH US
    • LOAN PROGRAMS
      • COMMERCIAL REAL ESTATE
      • RESIDENTIAL REAL ESTATE
      • MIDDLE-MARKET & GLOBAL
      • ASSET-BASED FINANCING
      • EQUIPTMENT & PROJECT
  • HOUSTON FiNTECH
  • PARTNER WITH US
  • LOAN PROGRAMS
    • COMMERCIAL REAL ESTATE
    • RESIDENTIAL REAL ESTATE
    • MIDDLE-MARKET & GLOBAL
    • ASSET-BASED FINANCING
    • EQUIPTMENT & PROJECT
Houston FinTech Partner Program
Commercial Real Estate Loan Officers

Help Your Clients When the Bank Cannot

You don't have to lose a valuable client simply because one transaction falls outside your bank's credit box. 


  • Commercial Relationship Managers. 
  • Business Banking Relationship Managers. 
  • Commercial Loan Officers. 
  • Bankers with declined or out-of-policy opportunities. 
  • CPAs, attorneys, consultants, developers, builders, and 

JOIN OUR REFERRAL PROGRAM

When to Call HOUSTON FiNTECH

 Refer an opportunity when: 

Submit an Opportunity

  •  Bank credit policy doesn't fit. 
  • Borrower needs faster execution. 
  • Property is transitional or unstabilized.

  •  Borrower requires private credit.
  • Construction is involved. 
  • Sponsor needs bridge financing. 
  • Tax returns don't tell the entire story.

  •  Conventional leverage is insufficient. 
  • The client has a complex capital structure. 
  • You need to preserve the client relationship instead of simply declining the request.

What Happens to Your Client

  •  Partner submits opportunity. 
  • HOUSTON FiNTECH performs initial assessment. 
  • Client is contacted. 
  • Documentation is collected. 
  • Transaction is structured. 
  • Appropriate capital sources are identified. 
  • Partner receives authorized updates. 
  • Transaction proceeds through underwriting and closing.

Your relationship remains your relationship

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