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Loan Transactions, Made Simple

EMPOWERED CONVERSATIONS SERIES
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Client Lending Solution

Access, Guidance & Advocacy 

Community Capital (CCT) provides you and your clients with direct, on-demand access to an extensive network of banking and lending institutions and provides high-touch service, active guidance and advocacy in delivering desired outcomes at every stage: from defining your client’s need to presenting options and then supporting them through to closing.

To learn more about the Client Lending Solution, or to discuss a specific client opportunity, please submit the  inquiry form below, or reach out to our team directly.

C&I Guide - Snapshot

Empowered Conversations Series 

Discussing Business Loans with Clients

PART I: Understanding C&I Loans

Thumbnail Guides

Empowered Conversations Series 

Discussing Business Loans with Clients

The goal of this content series is to provide advisors with the high-level information and insights to open a dialog with clients regarding their business financing needs. Once a need is identified preliminarily, the next step is to engage directly with the CCT Team who will work directly with you and your client to help guide them through the process of securing funding, ensuring they make informed decisions that support their business growth and financial stability.

PART I: Understanding C&I Loans

C&I Loans | Overview

A Key to Business Expansion and Opportunity

Multiple C&I Loan Types Supported
including:

  • Equipment Financing
  • Inventory Purchases
  • Expansion Projects
  • Refinancing Existing Debt
  • Working Capital
  • Research & Development
Download C&I Guide
“My company has a lot of growth opportunities, but we needed some additional capital to keep on track with our near-term expansion plans.
 
The CCT Client Lending Solution team helped quickly identify a bank that could provide us with the capital and financing terms we sought.
 
Having support and input throughout the process was invaluable.”
 
James B. | CEO
$10Bn Manufacturer (IN)

To speak with the Lending Team directly, please contact:

MatthewDowns   Matthew Downs
   Community Capital
   Head of Client Lending Solutions
   E: matthew@communityct.com
   T: (240) 271-6908

Access a Nationwide Network of Financial Institutions & Other Originators
Current PNC Bank Members include:

Interstate Bank
Heartland State Bank
FNBLogoKY
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Manage Risk & Profitability

A simpler, more effective and transparent way to buy, sell, and participate loans.

The PNC Asset Exchange offers financial institutions direct access to a highly-diverse, nationwide exchange for buying, and selling loans of any type.
It is a powerful liquidity management tool that enables your institution to strategically and proactively reduce risk, drive profitability, more effectively deploy capital,
and optimally align portfolios with target relationship profiles.

Sellers can post new opportunities efficiently and anonymously.

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Once a loan or portfolio is posted live on the Marketplace, prospective participants or buyers can easily search, view, favorite and/or submit offers on the opportunity, or any active deal. Sellers can then view and manage inbound interest and inquiries on the deal(s) through the platform.

Schedule Demo 

Book a Live One-on-One
Team Discussion & Product Demo

Not ready to join yet? Schedule time to speak directly with our Team.

  • Book an online demo and strategy discussion with our Transactions Team to discuss your institution's balance sheet needs
Schedule Demo

Learn More

Watch a Preview Video
About the PNC Asset Exchange

Learn more about the Exchange before joining as a Member.

  • View a video overview of the platform capabilities - from listing a loan opportunity to setting customized deal preferences
Watch Video

Request More Information

To learn more about the Client Lending Solution, or to discuss a specific client opportunity,
please submit the  inquiry form below, or reach out to our team directly.

Speak with our Team

Value Add for
Wealth Managers & Clients

Highlights of the Client Lending Solution

  • 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 post an inquiry and review proposals 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 team works closely with you and the client at every step to facilitate communications with lenders

  • Deeper Client Insights

    Providing credit solutions gives wealth managers an even deeper understanding of their client's financial needs, 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..."

DannySkarda

Danny Skarda 
Chairman & CEO

Creative Planning Lending - Case Study Biz Financing

Creative Planning | Client Credit Opportunity Case Study

Frequently Asked Questions.

Security

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Deal Flow

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Lending Insights | Client Stories & Education

rockefeller
“My company has a lot of growth opportunities, but we needed some additional capital to keep on track with our near-term expansion plans.
 
The Rockefeller Lending team helped quickly identify a bank that could provide us with the capital and financing terms we sought. Having support and input throughout the process was invaluable.”
 
James B. | CEO, $10Bn Manufacturing Firm (IN)

EDUCATION | More About Lending

CASE STUDIES | Client Stories & Solutions

Case Studies | Client Lending Stories

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A photo of Shaun Benson, Marketing Manager, Agriflora Inc.
Shaun Benson, Marketing Manager, Agriflora Inc.

Commercial Lending

Residential Mortgages

Specialty Lending (SBLOC, Aviation, Marine)

Commercial Lending

Residential Mortgages

Specialty | SBLOC, Aviation, Marine

A clear and bold heading

To lean more about the
Client Lending Solution
please contact :

Matthew Downs
   matthew@communityct.com
   (240) 271-6908

The Client Lending Solutions is a being supported Community Capital Technology ("CCT"). CCT is not providing investment, legal, tax, financial, accounting, or other advice to you or any other party, and is not acting as an advisor or fiduciary in any respect in connection with providing this information.