Commercial Lender: Best Referral Sources
Who should be sending you clients, and the rooms they are already sitting in. Tell us where you are and we will send the list.
Your one-page action plan
Five partners, what starts the work for each one, and the three rooms to be in. Print it and keep it in the car.
Networking plan: Commercial Lender
The five people who should be sending you clients
- Commercial Real Estate Broker (They send you work)
Shared trigger: an investor or operator buys a commercial building - Attorney Business & Corporate (They send you work)
Shared trigger: an owner sells the company - CPA / Accountant (They send you work)
Shared trigger: somebody needs a loan closed - Facility Manager (They send you work)
Shared trigger: a business signs a lease or opens a location - Commercial Property Manager (Two-way)
Shared trigger: an investor or operator buys a commercial building
The three rooms to be in
- LinkedIn groups & local B2B communities: Your partners are in this room: commercial real estate brokers, business attorneys, and CPAs.
- Your city or county chamber of commerce: Your partners are in this room: commercial real estate brokers, business attorneys, and CPAs.
- BOMA (Building Owners and Managers Association): Your partners are in this room: commercial real estate brokers and commercial property managers.
- LinkedIn groups & local B2B communities: Your partners are in this room: commercial real estate brokers, business attorneys, and CPAs.
- Your city or county chamber of commerce: Your partners are in this room: commercial real estate brokers, business attorneys, and CPAs.
- BOMA (Building Owners and Managers Association): Your partners are in this room: commercial real estate brokers and commercial property managers.
Who should be sending you clients
Who you should be sending clients to
Ranked by what starts the job, not by who sounds close to your trade. When something happens that makes people need commercial lenders, who else gets a call that same week?
The same list, turned around. Give first and the rest follows.
Match strength is how much of your work starts from the same event as theirs, scored out of 100. Higher means you are more often called into the same job in the same week.
- 1 Commercial Real Estate Broker They send you work Trigger: an investor or operator buys a commercial building 78 match strength out of 100
- 2 Attorney Business & Corporate They send you work Trigger: an owner sells the company 73 match strength out of 100
- 3 CPA / Accountant They send you work Trigger: somebody needs a loan closed 72 match strength out of 100
- 4 Facility Manager They send you work Trigger: a business signs a lease or opens a location 66 match strength out of 100
- 5 Commercial Property Manager Two-way Trigger: an investor or operator buys a commercial building 65 match strength out of 100
- 6 Insurance Property & Casualty They send you work Trigger: a business signs a lease or opens a location 65 match strength out of 100
- 7 Attorney Real Estate Two-way Trigger: an investor or operator buys a commercial building 65 match strength out of 100
- 8 Real Estate Investor Two-way Trigger: an investor or operator buys a commercial building 64 match strength out of 100
- 9 Hard Money / Private Lender Two-way Trigger: an investor or operator buys a commercial building 63 match strength out of 100
- 10 IT Services / Managed IT Two-way Trigger: a business signs a lease or opens a location 60 match strength out of 100
- 1 Commercial Real Estate Broker They send you work Trigger: an investor or operator buys a commercial building 76 match strength out of 100
- 2 Hard Money / Private Lender Two-way Trigger: an investor or operator buys a commercial building 73 match strength out of 100
- 3 Equipment Financing Two-way Trigger: somebody needs a loan closed 70 match strength out of 100
- 4 Real Estate Investor Two-way Trigger: an investor or operator buys a commercial building 67 match strength out of 100
- 5 Attorney Real Estate Two-way Trigger: an investor or operator buys a commercial building 65 match strength out of 100
- 6 Attorney Business & Corporate They send you work Trigger: an owner sells the company 63 match strength out of 100
Knowing the names is half of it. We will send the list with what to say to each one. Send me my list ↑
Where those people actually are
Ranked by how many of your best partners are in the room, and how much work each one can send you. Give someone nine choices and they pick none, so we have marked the one to start with.
- 1 LinkedIn groups & local B2B communities Your pick Your partners are in this room: commercial real estate brokers, business attorneys, and CPAs. Chapter finder →
- 2 Your city or county chamber of commerce Your partners are in this room: commercial real estate brokers, business attorneys, and CPAs. Chapter finder →
- 3 BOMA (Building Owners and Managers Association) Your partners are in this room: commercial real estate brokers and commercial property managers. Chapter finder →
- 4 Vistage Your partners are in this room: business attorneys, CPAs, and IT and managed service providers. Chapter finder →
- 5 NAIOP (Commercial Real Estate Development Association) Your partners are in this room: commercial real estate brokers and real estate investors. Chapter finder →
- 6 Software & platform user groups Your partners are in this room: facility managers and IT and managed service providers.
- 7 BNI One seat per category, so your competitors are excluded by rule and the seats around you are the partners above. Chapter finder →
- 8 LeTip International One seat per category, so your competitors are excluded by rule and the seats around you are the partners above. Chapter finder →
- 1 LinkedIn groups & local B2B communities Your pick Your partners are in this room: commercial real estate brokers, business attorneys, and CPAs. Chapter finder →
- 2 Your city or county chamber of commerce Your partners are in this room: commercial real estate brokers, business attorneys, and CPAs. Chapter finder →
- 3 BOMA (Building Owners and Managers Association) Your partners are in this room: commercial real estate brokers and commercial property managers. Chapter finder →
- 4 Vistage Your partners are in this room: business attorneys, CPAs, and IT and managed service providers. Chapter finder →
- 5 NAIOP (Commercial Real Estate Development Association) Your partners are in this room: commercial real estate brokers and real estate investors. Chapter finder →
- 6 Software & platform user groups Your partners are in this room: facility managers and IT and managed service providers.
- 7 Prime Time Business Network One seat per category, so your competitors are excluded by rule and the seats around you are the partners above. See chapters →
- 8 An independent local leads group One seat per category, so your competitors are excluded by rule and the seats around you are the partners above.
Let us be straight with you. For commercial lenders, a weekly referral group is not the best pick. Your partners gather in professional groups instead, so spend your time there. We would rather say that than sell you a seat you do not need.
These rooms meet on real dates. We will send you the next ones for your area. Send me the dates ↑
Is your seat open?
Prime Time takes one Commercial Lender per chapter. Put a South Florida ZIP into the form above and we will show you which seats are open.
Add your ZIP code in the form above to see which seats are open. Go to the form ↑
Prime Time doesn't operate where you are yet.
We have chapters across South Florida and none near you. Telling you to join would be bad advice. The rooms above are the real answer where you are. We can email you the one page version and let you know if we open near you.
Send me those roomsWant this as a list you can act on?
Send it to yourself: the partners above, the rooms ranked for commercial lenders, and the next meeting dates for your area.
Send me my list