Sequoia offers tailored lending solutions designed to support your clients at every stage of growth. Whether your client is an entrepreneur seeking capital for a new venture, a real estate developer financing a project, or a business owner looking to expand operations, we offer a range of options to enable clients to achieve their goals.

With direct, on-demand access to an extensive network of banking and lending institutions, our team provides personalized guidance at every stage of the process. From identifying your client’s needs to presenting customized options and supporting them through to loan closing, our aim is to ensure a smooth, results-driven experience.

For more information about how we can assist your clients or to discuss a specific opportunity, please fill out the inquiry form below or contact our team directly.

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 (CCT), provides direct access to a wide range of tailored lending solutions. Use the links below to access the commercial/specialty and residential loan inquiry sites. From there, you and your clients can explore loan options directly and start a request for either residential loans or commercial and specialty financing.

Once the lending process is initiated, the Sequoia and CCT Capital Solutions Team steps in - managing lender sourcing and coordination, while keeping you informed and engaged every step of the way. Entering a request 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.

Exploring Lending Solutions
with Clients

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 Sequoia 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 our partner Community Capital's 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 simple roadmap that empowers you to engage with confidence and unlock new value in every client relationship.

EXCEPTIONAL ACCESS

Nationwide network of >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
CONFIDENTIAL

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 Sora & CCT teams work 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

EXCEPTIONAL ACCESS

Nationwide network of >1,450 institutions available on-demand to review each client opportunity
DIVERSE OPTIONS

Lending solutions across asset classes and loan types ensures that any client credit need can be supported
CONFIDENTIAL

Requests are posted anonymously - clients can review proposals prior to sharing information

EXPERIENCED GUIDANCE

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

The Team work closely with you and the client at every step to facilitate communications with lenders
DEEPER CLIENT INSIGHTS

Providing credit solutions gives wealth managers a deeper understanding of their client's financial needs

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