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COMMERCIAL & SPECIALTY LENDING
Trusted access to credit, powered by Creative Planning and Community Capital

Creative Planning Building 2

Creative Planning Lending, powered by Community Capital, provides streamlined access to a broad range of commercial and specialty loan options tailored to your financing needs - whether for business expansion, commercial real estate, equipment, or unique assets like aircraft or marine vessels. Community Capital is Creative Planning’s dedicated lending marketplace partner, providing our clients with efficient, preferred access to a nationwide network of lenders and competitive financing solutions.

Submit a Loan Inquiry

Unlock the Power of the Marketplace
Provide a brief overview of your financing needs to activate immediate access to a competitive, nationwide network of lending partners designed to help you find lending options designed to optimize pricing, structure, and terms.

Once submitted, the Lending Solutions Team will review your request and connect with you directly to guide you through next steps, answer questions, and support matching your client with the right financing options.

Please complete the short loan request form below to get started.

Loan Request | Commercial & Specialty Loans

Looking for a Residential Mortgage?
We've got your clients covered there too. In addition to commercial and specialty loans, you can quickly explore competitive residential mortgage or HELOC options through a streamlined process with personalized support every step of the way.

Osaic Client Lending - Overview-1

Need Assistance?

If you have any questions before you get started, please contact our Team directly.

Creative Planning
Lending Team

BRANDON SEVERINO
Creative Planning Lending
Tel: +1 (913) 742-7291
Email: Brandon.Severino@creativeplanning.com

CHUCK SEERGY
CCT Capital Solutions
Tel: +1 (201) 452-1802
Email:  capitalsolutions-cp@communityct.com 

The FIG Advisory Whole Loan Desk is an experienced team focused on a holistic approach to supporting our clients' needs and financial goals. We provide strategic advice and tactical support to U.S. depository financial institutions across a range areas including balance sheet management, capital markets planning and investment banking M&A.

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Disclaimer
Osaic is not a mortgage lender and does not offer or negotiate terms. Mortgage loans are originated by NBKC Bank, Member FDIC, Equal Housing Lender. All loan offers are subject to credit approval, property verification, and underwriting review. This page and its contents are for informational purposes only and do not constitute a loan offer or commitment to lend. Rates and terms are subject to change without notice. This partnership is RESPA-compliant and designed to offer clients access to more residential mortgage options. Use of the application portal signifies acknowledgment of NBKC’s terms and privacy policy.

The FIG Advisory Whole Loan Desk is an experienced team focused on a holistic approach to supporting our clients' needs and financial goals. We provide strategic advice and tactical support to U.S. depository financial institutions across a range areas including balance sheet management, capital markets planning and investment banking M&A.