Four things you get from a CX origination relationship that you don't get from broker spray, fintech listings, or one-off deal-by-deal placement.
Every transaction passes through the CX fundability standard before it reaches you. Standardized credit memos, risk inventory, and third-party diligence — your credit team works from consistent inputs, not one-off broker decks.
SBA 7(a) and 504, Film senior / gap / P&A / tax-credit, Commercial Real Estate permanent / bridge / construction. Private Credit and Equipment desks are forming — anchor positions available. Diversify within one origination relationship.
A repeatable origination engine built by lenders who funded $1.8B+ in SBA financing across five institutions. You get a steady book through one channel, not five competing brokers chasing the same file.
Lendari's AI fundability engine and Lords of Lending packaging filter out the deals that won't fund before they touch your desk. Higher pull-through, faster reads, fewer dead files in your pipeline.
No broker spray, no random teaser PDFs, no wasted reads. The same five-step path every CX deal moves through.
Share your credit box — asset class, ticket size, geography, structures, covenants, exclusions. We capture it once and route accordingly.
Inbound deals are scored against your box and routed only when they fit. You see a packaged file with a credit summary and risk inventory, not a one-page broker teaser.
Issue indicative terms or decline with reasons. We track your read patterns and refine routing accordingly. No spray, no wasted reads.
We coordinate the borrower, third parties, counsel, and docs to your defined close date. SBA timelines tracked separately to lender SOPs.
Ongoing reporting cadence, covenant checks, and relationship management. Same primary point of contact through the life of the loan.
CX SBA leads the book. Film and Commercial Real Estate sit alongside. Private Credit and Equipment desks are sourcing anchor partners before opening to borrowers.
SBA 7(a) and 504 origination. The team's institutional pedigree — $1.8B+ funded across five SBA departments built from zero.
See the desk →Senior, gap, and bridge financing for indie film and TV. Tax-credit monetization, P&A loans, completion bonds.
See the desk →Permanent, bridge, and construction debt across office, industrial, multifamily, retail, and mixed-use.
See the desk →What separates a CX origination relationship from a broker on a commission split or a fintech deal-listing platform.
The CX founders ran SBA departments at Pacific Premier, First Bank, IncredibleBank, Grasshopper, and Live Oak — the #1 SBA lender in the country. We know what your credit committee actually wants to see because we've been on that side of the table.
Every deal passes through the same fundability standard before placement — credit policy, credit philosophy, operational systems, operating procedures. The Lending Ethos, codified.
One CX desk runs the relationship. You don't get handed off, re-pitched, or rotated between sales reps. Direct line to the underwriter who packaged the file.
The lender intake captures asset class, ticket size, geography, structures, exclusions, and contact routing. Once we have your box, you only see deals that fit. The form takes about five minutes.
team@lordsoflending.com
