Loan process

LENDING PROGRAM

 

Insurance professionals in the lending business - Our knowledge of our client’s industry provides us with the ability to see beyond traditional lending boundaries and understand the unique nature of their insurance business.

 

Long term relationships with clients and industry professionals - At Brooke Capital Advisors, our transactions go well beyond a basic business deal. We have a personal relationship with our clients and fully recognize that their business is their life and their legacy.

 

Loan Success: Portfolio over $189,000,000.00 - By concentrating on small to moderate size insurance businesses, we have acquired a unique understanding of the industry of insurance agencies, carriers, MGAs and wholesalers work.

 

 

Typically 30 Days - Start to Finish

 

Brooke Capital Corporation loan process

 

Submission:

• Loan Application

• Business Plan

• 3 Years:

   - Historical Financials

    - Tax Returns

    - Pro Forma Financials

Personal Financial Statement

• Drivers License Copy

  (Patriot Act)

 

Funding:

Enabling wealth
for entrepreneurs

Collateral Preservation:

• Ongoing monitoring of every client.

• Beyond debt covenants operations, revenues, and loss experience.

• Contract Status

• Retail Production

• Engage industry professionals, outside 3rd party assistance as appropriate.

• Monthly scorecard and credit review.