← All categories

Hard Money / Private 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.

Get your list

The rooms for private lenders, the next meeting dates, and who to ask for when you walk in.

Start here

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: Hard Money / Private Lender

The five people who should be sending you clients

  1. Business Banker (Two-way)
    Shared trigger: somebody needs a loan closed
  2. Real Estate Investor (Two-way)
    Shared trigger: an investor or operator buys a commercial building
  3. Commercial Real Estate Broker (They send you work)
    Shared trigger: an investor or operator buys a commercial building
  4. Commercial Lender (Two-way)
    Shared trigger: an investor or operator buys a commercial building
  5. Attorney Real Estate (Two-way)
    Shared trigger: an investor or operator buys a commercial building

The three rooms to be in

  1. Your local Realtor board or association: Your partners are in this room: real estate attorneys, title companies, and appraisers.
  2. Local mortgage bankers or brokers association: Your partners are in this room: commercial lenders, title companies, and appraisers.
  3. Land title association: Your partners are in this room: real estate attorneys, title companies, and appraisers.
The people

Who should be sending you clients

Ranked by what starts the job, not by who sounds close to your trade. When something happens that makes people need private lenders, who else gets a call that same week?

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. 1 Business Banker Two-way Trigger: somebody needs a loan closed 77 match strength out of 100
  2. 2 Real Estate Investor Two-way Trigger: an investor or operator buys a commercial building 76 match strength out of 100
  3. 3 Commercial Real Estate Broker They send you work Trigger: an investor or operator buys a commercial building 75 match strength out of 100
  4. 4 Commercial Lender Two-way Trigger: an investor or operator buys a commercial building 73 match strength out of 100
  5. 5 Attorney Real Estate Two-way Trigger: an investor or operator buys a commercial building 69 match strength out of 100
  6. 6 CPA / Accountant They send you work Trigger: somebody needs a loan closed 69 match strength out of 100
  7. 7 Title Company Two-way Trigger: an investor or operator buys a commercial building 67 match strength out of 100
  8. 8 Real Estate Appraiser Two-way Trigger: somebody needs a loan closed 63 match strength out of 100
  9. 9 Equipment Financing Two-way Trigger: somebody needs a loan closed 62 match strength out of 100
  10. 10 Commercial Property Manager You send them work Trigger: an investor or operator buys a commercial building 55 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 ↑

The rooms

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. 1 Your local Realtor board or association Your pick Your partners are in this room: real estate attorneys, title companies, and appraisers. Your partners' association · Monthly · Under $500/yr · ~4 hrs/month Chapter finder →
  2. 2 Local mortgage bankers or brokers association Your partners are in this room: commercial lenders, title companies, and appraisers. Your partners' association · Monthly · Under $500/yr · ~3 hrs/month Chapter finder →
  3. 3 Land title association Your partners are in this room: real estate attorneys, title companies, and appraisers. Your partners' association · Quarterly · Under $500/yr · ~2 hrs/month Chapter finder →
  4. 4 NAIOP (Commercial Real Estate Development Association) Your partners are in this room: real estate investors and commercial real estate brokers. Your partners' association · Monthly · $500–$2,000/yr · ~4 hrs/month Chapter finder →
  5. 5 LinkedIn groups & local B2B communities Your partners are in this room: business bankers, real estate investors, and commercial real estate brokers. Online community · Always on · Free · ~3 hrs/month Chapter finder →
  6. 6 Your city or county chamber of commerce Your partners are in this room: business bankers, commercial real estate brokers, and commercial lenders. Chamber of commerce · Monthly · Under $500/yr · ~4 hrs/month Chapter finder →
  7. 7 BOMA (Building Owners and Managers Association) Your partners are in this room: commercial real estate brokers and commercial property managers. Your partners' association · Monthly · $500–$2,000/yr · ~4 hrs/month Chapter finder →
  8. 8 BNI One seat per category, so your competitors are excluded by rule and the seats around you are the partners above. Structured referral group · Weekly · $500–$2,000/yr · ~8 hrs/month · One seat per category Chapter finder →

Let us be straight with you. For private 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 ↑

Your seat

Is your seat open?

Prime Time takes one Hard Money / Private 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 ↑

Want this as a list you can act on?

Send it to yourself: the partners above, the rooms ranked for private lenders, and the next meeting dates for your area.

Send me my list