Referral Partnerships

We’re Looking Out for Your Reputation — and Your Clients

You work hard to build relationships with your clients. You deserve a partner you can trust to help them. We have the experience and know-how you can count on to do just that. It’s why everyone from accountants and attorneys to bankers and private equity firms look to us for assistance with their clients.

Have a Client in Need of Working Capital Financing?

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Referrals

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A Different Kind of Partnership

Our customizable suite of non-traditional lending products allows TAB to create solutions that fit, even for borrowers that may not have sufficient credit or capital to secure funding from other institutions.

How We Work with Lenders

We offer lenders an avenue to offload accounts with broken covenants, redirect prospective borrowers that have been declined, or supplement funding for existing customers who have reached their credit limit.

How We Work with Brokers

We know that time really is money with your clients, so we work fast to find financing sources and working capital solutions that fit their needs. Our goal is to help you get the right solutions in place as quickly as possible.

Become a Partner

Why TAB

We are confident that our unique blend of benefits make us the best partner out there for your clients and contacts.

A La Carte Flexibility. We know there is no such thing as one-size-fits-all when it comes to business lending and financial services. Every deal we fund is a custom solution designed specifically to meet the needs of the borrower.

High Advance Rates. As a bank, there is no need for a middle-man to finance our deals. The savings from our low cost-of-funds model is passed on to clients to infuse more cash directly into their companies.

Covenant-Lite Experience. Because ABL and AR finance rely on invoices as collateral, our contracts require only a minimal number of covenants which are communicated clearly and transparently to customers.

Referral Partnerships - graphic of two individuals shaking hands

Why Should You Partner with TAB Bank?

Due to the nature of our receivables-based lending products, TAB Bank is able to fund deals and service clients that other banks have to turn away. We make it easier for you to say “yes” and “I’ve found you a great solution” to clients that you may otherwise have to pass over.

TAB Bank offers a variety of receivables-based lending products, allowing us to fit the financing to the needs of the borrower.

Asset-based lending is ideal for midsized or growing businesses that have a high percentage of current assets, need working capital to sustain momentum or expand their business, have seasonal or cyclical natures, have outgrown their current lender, or need a more flexible financing solution.
AR financing works for many businesses, but small to mid-sized businesses that have strong customers but a weak balance sheet, companies experiencing fast growth, businesses with minimal assets, and businesses with either bad credit or a poor sales history are particularly good candidates.
Invoice factoring is available to B2B companies looking for an alternative to traditional business loans or lines of credit. TAB finances business in a variety of industries, including: service providers, wholesalers, distributors, manufacturers, importers, transportation, staffing, IT consulting, and others.

We recognize and value the role of our referral partnerships. In addition to great rates from our low cost-of-funds model, TAB Bank is committed to providing a great customer experience for all our customers. The high customer satisfaction ratings we receive also reflect positively on the partners who choose to recommend us.

In addition to our partnerships with accountants, attorneys, bankers, and other lending groups, TAB Bank also offers compensation to licensed brokerages who refer deals for funding. Commissions are based on the size, type, and longevity of each deal. Request a copy of our most recent Broker Agreement by clicking “Become a Partner” below.