Commercial Lenders
Match with Qualified Borrowers
Commercial Lenders receive qualified borrowers leads. Keystone Financial Services (‘KFS’) developed the Funding Wizard®, a loan marketplace, to efficiently match borrowers with lenders. Lenders specify their lending criteria and receive borrower leads that match their lending preferences. The Funding Wizard® supports both Industrial & Commercial (C&I) loans and Commercial Real Estate (CRE) loans. The Funding Wizard® is free for lenders.
Lender Advantages
Lenders on the Loan Marketplace
- Middle market, direct lenders
- Real estate, direct lenders
- Other US-based, direct, bank and non-bank lenders
- Loan Size: $1 – $500 million
Catering to Lenders’ Credit Criteria
Borrowers on the loan platform are diverse. They operate in different industries, produce wide revenue range, and own different collateral. The Funding Wizard® is a network of banks and non-bank lenders of varying types. The platform provides lenders with prequalified leads by matching borrowers that fall within each lender’s credit criteria (e.g. industry, EBITDA range, loan size). Lenders do not waste time talking to incompatible borrowers.
Lender Network Process
Complete lender profile
Spend 10 minutes setting filters that specify your target deal size, EBITDA, revenue, industry, geography, etc.
Receive new borrower lead alerts
Receive an email directly in your inbox with borrower information. Accept or decline borrower leads via email.
Download financial statements
Access the borrower’s financial statements and review credit application before scheduling calls.
KFS deal team support
Experienced deal team supports the process from start to finish.
Commercial Lenders FAQs
It’s free to join! No costs or obligations.
We support a wide range of middle market borrowers and commercial real estate borrowers. Our platform does not support startup capital raises
You will receive an email alert when a borrower’s loan application matches with your lending criteria. The email alert also includes financial metrics about the company, commentary regarding the purpose of the request, and other information about the borrower and the collateral.
You will receive an email alert with deal information. After reviewing the company’s financial statements and presentation, you can request to schedule a call with the borrower directly. KFS deal team will continue working with the borrower and lender to reach a successful closing.
In order to protect borrower’s sensitive financial information, lenders are asked to sign a standard confidentiality agreement. Lenders are able to review the standard language and make changes.
Yes! Many borrowers on the Funding Wizard® are sponsored-backed. Lenders can set a filter in their lender profile to match only with sponsored-backed borrowers.
Our process is designed to be beneficial to lenders and borrowers. The algorithm filters the lenders that fit a deal’s criteria, and selects only a small group of these lenders to submit term sheets. If a lender drops or declines, another lender may be invited. The process ensures that at all times lenders are only competing with a small cohort, so that the deal is worth everyone’s time.
Lenders sign up and receive prequalified borrower leads
After filling out this form, we will email you to begin lender onboarding. Complete a lender profile in 10 minutes and join the loan marketplace for free. Then sit back and wait to receive qualified borrower leads.
- Lender profile takes 10 minutes to complete
- Widen or narrow your lending filters at any time
- No cost or obligation
Note
The lender network is designed for direct lenders only. Intermediaries or advisors cannot join the lender network.
Lender Due Diligence Services
Keystone Financial Services (‘KFS’) provides lenders with due diligence services including Field Examinations, Quality of Earnings, and other services. KFS prides itself with independent, professional work. Therefore, in order to avoid any potential conflict of interest, KFS does not provide due diligence services on Funding Wizard® borrowers.
