Broker Partnerships
Empowering Your Clients With Financial Solutions
Our Referral Partner Relationships
TAB Bank’s strongest asset is our people and their care for our customers. Your reputation matters and with TAB Bank, we take the time to really understand your client’s business and financial needs. Read more about how we work with specific referral partners.
Referrals
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Banks & 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.
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.
Factors
We work with factoring firms to help fund deals that require banking assistance and expertise. Factoring is a great solution for clients who need additional cash flow.
Business Law Firms
If your client is needing a new bank as it goes through a recapitalization process, you recommend TAB Bank. We not only offer loan products, but also have solutions for their business banking needs.
Business Accounting Firms
Often, there may be a need for additional working capital for your client’s growth needs. TAB Bank provides asset-based lending options and accounts receivable financing.
Turnaround Advisors
TAB Bank has helped businesses going through recapitalization as they look for additional capital and new covenants. We help fund deals that provide the needed cash to improve business operations.
Powerful Working Capital Options
Built For Business Growth
TAB Bank was built to provide the needed access to capital for growing businesses. With our roots going back to the trucking industry in 1998, TAB Bank has built financial resources that provide access to capital for businesses looking for additional financing.
Asset-Based Loans
Asset-based lending is loaning money in an agreement that is secured by collateral. An asset-based loan can be secured by equipment, inventory, accounts receivable, or other property owned by the borrower.
Accounts Receivable Financing
Accounts receivable financing, or AR financing for short, is for businesses who need working capital and have outstanding invoices from their clients. These outstanding invoices can be used as collateral for an immediately available line of credit.
Factoring
Invoice factoring lines are financial transactions that turn invoices into cash. Invoice factoring is a widely used method that helps alleviate the waiting period companies experience after invoicing their customers.
Recent Funding
California
$1,500,000
Funded
Factoring Facility
A drayage company based in California required capital to support sales and pipeline growth. TAB Bank will assist the business with its growth goals.
Ohio
$5,000,000
Funded
Asset-Based Loan
A manufacturing and printing business that specializes in plumber fixture displays was referred to TAB Bank through a referral banking relationship.
New York
$5,000,000
Funded
Asset-Based Loan
A construction and building services company came to TAB Bank to utilize their assets as collateral to increase growth.
Michigan
$3,800,000
Funded
Accounts Receivable Financing & Equipment Refinancing
A transportation company was looking for a new lender with transportation expertise.
Referrals
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TAB Bank’s Referral Program Details
- Commission: TAB offers our broker partners competitive compensation for referred deals that are successfully funded.
- Location: Borrowers must be US-based and doing business with US debtors.
- Common Industries: TAB offers our broker partners competitive compensation for referred deals that are successfully funded.
- Collaboration: TAB requires first position on all assets of the borrower but can work with other lenders to subordinate position on some assets. We need to be aware of all existing liens the borrower may have, to negotiate subordination and prevent a delay in funding.
We do NOT accept referrals for real estate, medical, insurance, or construction loans.
Referrals
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Disclaimer: TAB’s recourse is 90 days. In some exceptional cases, extended recourse will be considered based on borrower needs. TAB operates under a Notice of Assignment. All payments must come to our lockbox, and we will make collection calls on the receivables we purchase.