AFG Client Lending | Tailored Solutions for Client Growth

Allegheny delivers tailored lending solutions that help your clients seize opportunities — whether they’re launching a new business, acquiring residential or commercial real estate, or seeking liquidity for personal or investment needs. In partnership with Community Capital (an AFG portfolio company), we provide direct, on-demand access to a nationwide network of trusted banks, credit unions, and specialty lenders, equipping you with a powerful tool to support your clients’ financial goals at every stage of growth.

A dedicated Capital Solutions Team is here to support you and your clients throughout the process with personalized, expert guidance at every stage. From identifying your client’s financing needs to sourcing competitive options and then supporting them through every step to loan closing, our aim is to ensure a smooth, results-driven experience.

To get started, you can connect with the Capital Solutions Team directly or share the client-facing link below to initiate the process. These secure forms allow clients to submit their own credit commercial, residential or specialty loan inquiries, starting a streamlined, high-touch journey that ensures you stay fully informed and engaged throughout.

Lending Solutions for Every Client... and Every Client Need

Whether your client is purchasing a home, refinancing, growing their business, or financing a unique asset, our Client Lending Solution, powered by Community Capital, provides direct access to a wide range of tailored lending solutions. Use the links below to direct clients to the loan inquiry sites. From there, they can explore loan options directly and start a request for either residential or commercial and specialty financing.

Once your client initiates the process, the CCT Capital Solutions Team steps in - managing lender sourcing and coordination, while keeping you informed and engaged every step of the way. Guiding clients to this page is the first step in delivering a seamless, high-touch lending experience.

Client Loan Inquiry | Start the Process

Curious what your clients will see? Use the links to explore the client experience for yourself... but importantly, this is the link to share directly with clients when a lending need arises.

The page is designed to guide them to the right solution based on loan type - residential or commercial and specialty - and walk them through a simple, step-by-step process to submit an inquiry. It is intuitive, simple, and gets them started in minutes.

You bring the client.
We’ll bring the expertise… and the capital.

Client Loan Inquiry | Start the Process

Curious what your clients will see? Use the links to explore the client experience for yourself... but importantly, this is the link to share directly with clients when a lending need arises.

The page is designed to guide them to the right solution based on loan type - residential or commercial and specialty - and walk them through a simple, step-by-step process to submit an inquiry. It is intuitive, simple, and gets them started in minutes.

You bring the client.
We’ll bring the expertise… and the capital.

Exploring Lending Solutions with Clients Overview

Want to feel more confident introducing lending into your client conversations? These overview materials will give you everything you need to get started.

Download the overview and watch the short video to explore the AFG client lending solution, discover the range of loan options available, and see how easy it is to identify a lending need, guide the conversation, and engage the CCT Capital Solutions team. You’ll gain practical insight into the right questions to ask, how to gather key loan details, and what to expect once a request is submitted.

These materials, along with the educational content below, provide a practical roadmap that empowers you to engage with confidence and unlock new value in every client relationship.

EXCEPTIONAL ACCESS

Nationwide network of over 1,400 institutions available on-demand to review each client opportunity
DIVERSE OPTIONS

Lending solutions across multiple asset class and loan types ensures that almost any client credit need can be supported
ANONYMOUS

All requests are posted anonymously - clients can submit an inquiry and review interest prior to sharing information

EXPERIENCED GUIDANCE

Each opportunity is reviewed and optimized by a dedicated team of credit specialists prior to posting on the marketplace
DEDICATED SUPPORT

The CCT Capital Solutions Team works with the client at every step to facilitate the entire process through to closing
DEEPER CLIENT INSIGHTS

Offering credit solutions provides broader understanding of your client's financial needs and goals

Recent Case Study | Interstate Bank (TX)

" Finding loans to buy is frustrating for a bank our size. In the past, we have had to turn to five different sources to access five different types of loans. So having just one place to turn to that we can trust to help us with the entire process is a game changer..."

Danny Skarda
Chairman & CEO

See Osaic CapitalHub in action. These real-world examples showcase how advisors and clients are leveraging Osaic’s CapitalHub to navigate complex financing needs, access the right lenders, and deliver meaningful outcomes. From time-sensitive acquisitions to liquidity solutions, home acquisitions, and strategic refinancings, each story highlights the power of personalized support, high-touch service, and the value of having a powerful lending solution behind you to significantly expand your relationships.