Loan Transactions, Made Simple
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Client Lending Solutions
Access, Guidance & Advocacy
JMG Lending 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 phase in the process: from defining your client’s need to presenting options and then supporting them through to closing.
To learn more about the JMG Lending Solution, or to discuss a specific client opportunity, please submit the inquiry form below, or reach out to our team directly.
Comprehensive Credit Solutions
No Fees to Clients
Multiple Loan Types Supported
including:
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Commercial Loans
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Small Business Administration (SBA)
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SBLOCs
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Insurance Premium Finance
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Specialty (Planes, Boats, Other)
To speak with the Lending Team directly, please contact:
Charles W. Shealy
Director of JMG Lending
E: Charles.Shealy@jmgadvisors.com
T: (212) 555-5555
Speak with our Team
Access a Nationwide Network of Financial Institutions & Other Originators
Current PNC Bank Members include:

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.

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.
Buyers have access to key loan metrics and attributes on each deal upfront.

Through the Exchange, financial institutions can view key insights and information on each loan or participation opportunity, streamlining decision-making. After an opportunity of interest is identified, the Buyer submits a preliminary offer or interest indication 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.
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Book an online demo and strategy discussion with our Transactions Team to discuss your institution's balance sheet needs
Learn More
Watch a Preview Video
About the PNC Asset Exchange
Learn more about the Exchange before joining as a Member.
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View a video overview of the platform capabilities - from listing a loan opportunity to setting customized deal preferences
Discussing Lending Solutions with Clients
An overview video on how to discuss credit needs with your clients
Value Add for
Wealth Managers & Clients
Highlights of the JMG Lending Solution
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Exceptional Access
Nationwide network of over 1,200 institutions available on-demand to review each client opportunity
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Diverse Options
Lending solutions across multiple asset class and loan types ensures that almost any client credit need can be supported
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Anonymous
All requests are posted anonymously - clients can post an inquiry and review proposals prior to sharing information
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Experienced Guidance
Each opportunity is reviewed and optimized by a dedicated team of credit specialists prior to posting on the marketplace
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Dedicated Support
The JMG & CCT teams work closely with you and the client at every step of the process to facilitate communications with lenders
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Deeper Client Insights
Providing credit solutions gives wealth managers an even deeper understanding of their 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..."
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

EDUCATION | Learn More Lending Solutions
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| EDUCATION |
Learn About C&I LendingLearn more about Commercial & Industrial Loans and
how they can support client business growth. -
| EDUCATION |
Learn About CRE LendingLearn more about CRE loans and how they can support clients' real estate investment needs.
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| EDUCATION |
Learn About SBA 7a LendingLearn more about SBA 7a loans and how they can support small business financing.
CASE STUDIES | Client Stories & Solutions
Case Studies | Client Lending Stories
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Commercial Lending
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Acquisition Financing
Efficiently sourced financing for an entrepreneurial client looking to fund a business acquisition.
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Line of Credit
Enabled client to find an acquisition line of credit for their real estate investment portfolio.
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Acquisition Financing
Efficiently sourced financing for an entrepreneurial client looking to fund a business acquisition.
Residential Mortgages
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Acquisition Financing
Efficiently sourced financing for an entrepreneurial client looking to fund a business acquisition.
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Line of Credit
Enabled client to find an acquisition line of credit for their real estate investment portfolio.
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Acquisition Financing
Efficiently sourced financing for an entrepreneurial client looking to fund a business acquisition.
Specialty Lending (SBLOC, Aviation, Marine)
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Acquisition Financing
Efficiently sourced financing for an entrepreneurial client looking to fund a business acquisition.
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Line of Credit
Enabled client to find an acquisition line of credit for their real estate investment portfolio.
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Acquisition Financing
Efficiently sourced financing for an entrepreneurial client looking to fund a business acquisition.
Commercial Lending
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Acquisition Financing
Efficiently sourced financing for an entrepreneurial client looking to fund a business acquisition.
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Line of Credit
Enabled client to find an acquisition line of credit for their real estate investment portfolio.
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Acquisition Financing
Efficiently sourced financing for an entrepreneurial client looking to fund a business acquisition.
Residential Mortgages
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Acquisition Financing
Efficiently sourced financing for an entrepreneurial client looking to fund a business acquisition.
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Line of Credit
Enabled client to find an acquisition line of credit for their real estate investment portfolio.
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Acquisition Financing
Efficiently sourced financing for an entrepreneurial client looking to fund a business acquisition.
Specialty | SBLOC, Aviation, Marine
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Acquisition Financing
Efficiently sourced financing for an entrepreneurial client looking to fund a business acquisition.
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Line of Credit
Enabled client to find an acquisition line of credit for their real estate investment portfolio.
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Acquisition Financing
Efficiently sourced financing for an entrepreneurial client looking to fund a business acquisition.
