Bank Referrals
Tailored Funding Solutions
When Your Client Needs Another Path to Capital
ClearCoast Capital delivers flexible funding solutions including Asset-Based Lending, Accounts Receivable Financing, and PO Financing. If a client doesn’t meet traditional bank lending requirements, our Bank Referral Program provides a trusted alternative, ensuring they still have access to the capital they need to grow and move forward.
The ClearCoast Advantage
Our Bank Referral Program offers clients a bridge to capital, helping them grow and stabilize their business until they are ready to qualify for traditional bank financing again. ClearCoast acts as a trusted partner focused on supporting long-term growth and financial progress.
The Referral Process
We’ve created a streamlined four-step process designed to deliver efficient and timely funding for your clients.
Step 1: Submit Your Client Referral
Submit a client referral form, or have your client contact us directly at:
Phone: 678-490-8321
Email: brokers@clearcoast.com
Step 2: Application Process
After the referral, we connect with your client for a short introductory call and provide a simple one-page application to complete and return with any required documents.
Step 3: Same-Day Application Review
We pride ourselves on fast decisions. Once we receive your client’s completed application, we aim to provide an approval decision within 24 hours. Our underwriting team then works quickly to structure the best solution while keeping you informed throughout the process.
Step 4: Submit Supporting Documents
ClearCoast will notify you of the documents required to move forward with funding. These are not needed for the initial conversation with our team, but the sooner they are provided, the faster we can move toward funding. Our team is always available to answer any questions about the documentation.
Step 5: Funding & Ongoing Support
Following approval, clients can expect funding within 2–5 days. Additional capital may be available within 24 hours, and each client is paired with a dedicated ClearCoast account manager for continued support.
Companies That Benefit from ClearCoast
At ClearCoast Capital, we support businesses that need working capital to grow, especially when traditional bank financing isn’t an option. Our goal is to serve as a bridge between a company’s current financial needs and its long-term success.
- Operates a business selling to other businesses or government entities
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Located anywhere in the United States
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Seeking financing between $50,000 and $15 million
- May have reached the limit on an existing line of credit
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Generates commercial accounts receivable
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May have collateral such as accounts receivable, purchase orders, or equipment
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Experiencing rapid growth or increased demand
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May have a limited balance sheet or inconsistent profitability
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May be navigating or emerging from bankruptcy
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Could have tax liens or a challenged credit history
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May be in a bank’s asset recovery department or preparing for an exit strategy
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Looking for a fast refinancing solution
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Values working with a flexible and experienced lending partner