Expand Your Reach

Since 2005, Capital Resources has specialized in providing quality commercial loan participations to lenders across the United States. Our focus is lending to current and prospective insurance agency owners and wealth advisors for the purpose of agency acquisition, expansion, refinance, and working capital. While we do keep a considerable portion of these loans on balance sheet, Capital Resources offers lenders across the country the ability to grow their loan portfolios by purchasing quality commercial loan participations backed by these insurance agency loans. All without having to increase your staff and marketing expenses.

Since our inception, we have originated over 1,000 loans totaling more than $500,000,000 to insurance agency entrepreneurs and financial advisors throughout the United States. This experience gives us a unique perspective and insight into each commercial loan we originate whether we participate it out to our national bank syndicate or retain it on balance sheet. Capital Resources has become a trusted choice for quality commercial loan participations for over 150 community banks across the country.

Loan participations offered by Capital Resources have full recourse back the borrower. Capital Resources provides comprehensive credit files, fully digitized legal files, regular reporting, and more. What many of our lenders have come to appreciate is their ability to pick up the phone and call Capital Resources and talk to someone who cares. Whether they have a question on a new loan participation opportunity or need additional clarification on a previous participation purchase, the people at Capital Resources are eager to help.

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