To the Fora Financial originations desk,
I'm reaching out from Summit Private Credit regarding broker onboarding with Fora Financial for mca.
Summit places privately-originated debt for operating businesses across nine product categories. We carry an active pipeline of lower-middle-market borrowers in your credit box ($5K–$500K) and want to route qualified files to your desk.
To open the relationship, would you kindly share:
1. Your current broker / referral agreement and commission schedule.
2. Submission checklist and preferred intake email or portal.
3. Any active credit-box updates, state restrictions, or industry exclusions.
We submit clean, fully-packaged files — application, four months of bank statements, ID, voided check, deal summary cover sheet, and supporting collateral or AR aging where applicable. Files are screened internally before they reach you.
If easier, I can hold time this week for a fifteen-minute introduction.
Regards,
{{Your Name}}
Principal, Summit Private Credit
{{you@summitprivatecredit.com}} · {{Direct Line}}
summitprivatecredit.com
To the Kapitus originations desk,
I'm reaching out from Summit Private Credit regarding broker onboarding with Kapitus for mca.
Summit places privately-originated debt for operating businesses across nine product categories. We carry an active pipeline of lower-middle-market borrowers in your credit box ($10K–$750K) and want to route qualified files to your desk.
To open the relationship, would you kindly share:
1. Your current broker / referral agreement and commission schedule.
2. Submission checklist and preferred intake email or portal.
3. Any active credit-box updates, state restrictions, or industry exclusions.
We submit clean, fully-packaged files — application, four months of bank statements, ID, voided check, deal summary cover sheet, and supporting collateral or AR aging where applicable. Files are screened internally before they reach you.
If easier, I can hold time this week for a fifteen-minute introduction.
Regards,
{{Your Name}}
Principal, Summit Private Credit
{{you@summitprivatecredit.com}} · {{Direct Line}}
summitprivatecredit.com
To the OnDeck originations desk,
I'm reaching out from Summit Private Credit regarding broker onboarding with OnDeck for mca.
Summit places privately-originated debt for operating businesses across nine product categories. We carry an active pipeline of lower-middle-market borrowers in your credit box ($5K–$250K) and want to route qualified files to your desk.
To open the relationship, would you kindly share:
1. Your current broker / referral agreement and commission schedule.
2. Submission checklist and preferred intake email or portal.
3. Any active credit-box updates, state restrictions, or industry exclusions.
We submit clean, fully-packaged files — application, four months of bank statements, ID, voided check, deal summary cover sheet, and supporting collateral or AR aging where applicable. Files are screened internally before they reach you.
If easier, I can hold time this week for a fifteen-minute introduction.
Regards,
{{Your Name}}
Principal, Summit Private Credit
{{you@summitprivatecredit.com}} · {{Direct Line}}
summitprivatecredit.com
To the Rapid Finance originations desk,
I'm reaching out from Summit Private Credit regarding broker onboarding with Rapid Finance for mca.
Summit places privately-originated debt for operating businesses across nine product categories. We carry an active pipeline of lower-middle-market borrowers in your credit box ($5K–$500K) and want to route qualified files to your desk.
To open the relationship, would you kindly share:
1. Your current broker / referral agreement and commission schedule.
2. Submission checklist and preferred intake email or portal.
3. Any active credit-box updates, state restrictions, or industry exclusions.
We submit clean, fully-packaged files — application, four months of bank statements, ID, voided check, deal summary cover sheet, and supporting collateral or AR aging where applicable. Files are screened internally before they reach you.
If easier, I can hold time this week for a fifteen-minute introduction.
Regards,
{{Your Name}}
Principal, Summit Private Credit
{{you@summitprivatecredit.com}} · {{Direct Line}}
summitprivatecredit.com
To the Biz2Credit originations desk,
I'm reaching out from Summit Private Credit regarding broker onboarding with Biz2Credit for term loan.
Summit places privately-originated debt for operating businesses across nine product categories. We carry an active pipeline of lower-middle-market borrowers in your credit box ($25K–$1M) and want to route qualified files to your desk.
To open the relationship, would you kindly share:
1. Your current broker / referral agreement and commission schedule.
2. Submission checklist and preferred intake email or portal.
3. Any active credit-box updates, state restrictions, or industry exclusions.
We submit clean, fully-packaged files — application, four months of bank statements, ID, voided check, deal summary cover sheet, and supporting collateral or AR aging where applicable. Files are screened internally before they reach you.
If easier, I can hold time this week for a fifteen-minute introduction.
Regards,
{{Your Name}}
Principal, Summit Private Credit
{{you@summitprivatecredit.com}} · {{Direct Line}}
summitprivatecredit.com
To the Celtic Bank originations desk,
I'm reaching out from Summit Private Credit regarding broker onboarding with Celtic Bank for term loan.
Summit places privately-originated debt for operating businesses across nine product categories. We carry an active pipeline of lower-middle-market borrowers in your credit box ($50K–$5M) and want to route qualified files to your desk.
To open the relationship, would you kindly share:
1. Your current broker / referral agreement and commission schedule.
2. Submission checklist and preferred intake email or portal.
3. Any active credit-box updates, state restrictions, or industry exclusions.
We submit clean, fully-packaged files — application, four months of bank statements, ID, voided check, deal summary cover sheet, and supporting collateral or AR aging where applicable. Files are screened internally before they reach you.
If easier, I can hold time this week for a fifteen-minute introduction.
Regards,
{{Your Name}}
Principal, Summit Private Credit
{{you@summitprivatecredit.com}} · {{Direct Line}}
summitprivatecredit.com
To the Customers Bank originations desk,
I'm reaching out from Summit Private Credit regarding broker onboarding with Customers Bank for term loan.
Summit places privately-originated debt for operating businesses across nine product categories. We carry an active pipeline of lower-middle-market borrowers in your credit box ($100K–$5M) and want to route qualified files to your desk.
To open the relationship, would you kindly share:
1. Your current broker / referral agreement and commission schedule.
2. Submission checklist and preferred intake email or portal.
3. Any active credit-box updates, state restrictions, or industry exclusions.
We submit clean, fully-packaged files — application, four months of bank statements, ID, voided check, deal summary cover sheet, and supporting collateral or AR aging where applicable. Files are screened internally before they reach you.
If easier, I can hold time this week for a fifteen-minute introduction.
Regards,
{{Your Name}}
Principal, Summit Private Credit
{{you@summitprivatecredit.com}} · {{Direct Line}}
summitprivatecredit.com
To the Funding Circle originations desk,
I'm reaching out from Summit Private Credit regarding broker onboarding with Funding Circle for term loan.
Summit places privately-originated debt for operating businesses across nine product categories. We carry an active pipeline of lower-middle-market borrowers in your credit box ($25K–$500K) and want to route qualified files to your desk.
To open the relationship, would you kindly share:
1. Your current broker / referral agreement and commission schedule.
2. Submission checklist and preferred intake email or portal.
3. Any active credit-box updates, state restrictions, or industry exclusions.
We submit clean, fully-packaged files — application, four months of bank statements, ID, voided check, deal summary cover sheet, and supporting collateral or AR aging where applicable. Files are screened internally before they reach you.
If easier, I can hold time this week for a fifteen-minute introduction.
Regards,
{{Your Name}}
Principal, Summit Private Credit
{{you@summitprivatecredit.com}} · {{Direct Line}}
summitprivatecredit.com
To the Huntington Bank originations desk,
I'm reaching out from Summit Private Credit regarding broker onboarding with Huntington Bank for term loan.
Summit places privately-originated debt for operating businesses across nine product categories. We carry an active pipeline of lower-middle-market borrowers in your credit box ($50K–$2M) and want to route qualified files to your desk.
To open the relationship, would you kindly share:
1. Your current broker / referral agreement and commission schedule.
2. Submission checklist and preferred intake email or portal.
3. Any active credit-box updates, state restrictions, or industry exclusions.
We submit clean, fully-packaged files — application, four months of bank statements, ID, voided check, deal summary cover sheet, and supporting collateral or AR aging where applicable. Files are screened internally before they reach you.
If easier, I can hold time this week for a fifteen-minute introduction.
Regards,
{{Your Name}}
Principal, Summit Private Credit
{{you@summitprivatecredit.com}} · {{Direct Line}}
summitprivatecredit.com
To the Live Oak Bank originations desk,
I'm reaching out from Summit Private Credit regarding broker onboarding with Live Oak Bank for term loan.
Summit places privately-originated debt for operating businesses across nine product categories. We carry an active pipeline of lower-middle-market borrowers in your credit box ($100K–$10M) and want to route qualified files to your desk.
To open the relationship, would you kindly share:
1. Your current broker / referral agreement and commission schedule.
2. Submission checklist and preferred intake email or portal.
3. Any active credit-box updates, state restrictions, or industry exclusions.
We submit clean, fully-packaged files — application, four months of bank statements, ID, voided check, deal summary cover sheet, and supporting collateral or AR aging where applicable. Files are screened internally before they reach you.
If easier, I can hold time this week for a fifteen-minute introduction.
Regards,
{{Your Name}}
Principal, Summit Private Credit
{{you@summitprivatecredit.com}} · {{Direct Line}}
summitprivatecredit.com
To the SmartBiz originations desk,
I'm reaching out from Summit Private Credit regarding broker onboarding with SmartBiz for term loan.
Summit places privately-originated debt for operating businesses across nine product categories. We carry an active pipeline of lower-middle-market borrowers in your credit box ($30K–$350K) and want to route qualified files to your desk.
To open the relationship, would you kindly share:
1. Your current broker / referral agreement and commission schedule.
2. Submission checklist and preferred intake email or portal.
3. Any active credit-box updates, state restrictions, or industry exclusions.
We submit clean, fully-packaged files — application, four months of bank statements, ID, voided check, deal summary cover sheet, and supporting collateral or AR aging where applicable. Files are screened internally before they reach you.
If easier, I can hold time this week for a fifteen-minute introduction.
Regards,
{{Your Name}}
Principal, Summit Private Credit
{{you@summitprivatecredit.com}} · {{Direct Line}}
summitprivatecredit.com
To the Bank of America originations desk,
I'm reaching out from Summit Private Credit regarding broker onboarding with Bank of America for line of credit.
Summit places privately-originated debt for operating businesses across nine product categories. We carry an active pipeline of lower-middle-market borrowers in your credit box ($50K–$5M) and want to route qualified files to your desk.
To open the relationship, would you kindly share:
1. Your current broker / referral agreement and commission schedule.
2. Submission checklist and preferred intake email or portal.
3. Any active credit-box updates, state restrictions, or industry exclusions.
We submit clean, fully-packaged files — application, four months of bank statements, ID, voided check, deal summary cover sheet, and supporting collateral or AR aging where applicable. Files are screened internally before they reach you.
If easier, I can hold time this week for a fifteen-minute introduction.
Regards,
{{Your Name}}
Principal, Summit Private Credit
{{you@summitprivatecredit.com}} · {{Direct Line}}
summitprivatecredit.com
To the BlueVine originations desk,
I'm reaching out from Summit Private Credit regarding broker onboarding with BlueVine for line of credit.
Summit places privately-originated debt for operating businesses across nine product categories. We carry an active pipeline of lower-middle-market borrowers in your credit box ($5K–$250K) and want to route qualified files to your desk.
To open the relationship, would you kindly share:
1. Your current broker / referral agreement and commission schedule.
2. Submission checklist and preferred intake email or portal.
3. Any active credit-box updates, state restrictions, or industry exclusions.
We submit clean, fully-packaged files — application, four months of bank statements, ID, voided check, deal summary cover sheet, and supporting collateral or AR aging where applicable. Files are screened internally before they reach you.
If easier, I can hold time this week for a fifteen-minute introduction.
Regards,
{{Your Name}}
Principal, Summit Private Credit
{{you@summitprivatecredit.com}} · {{Direct Line}}
summitprivatecredit.com
To the Fundbox originations desk,
I'm reaching out from Summit Private Credit regarding broker onboarding with Fundbox for line of credit.
Summit places privately-originated debt for operating businesses across nine product categories. We carry an active pipeline of lower-middle-market borrowers in your credit box ($1K–$150K) and want to route qualified files to your desk.
To open the relationship, would you kindly share:
1. Your current broker / referral agreement and commission schedule.
2. Submission checklist and preferred intake email or portal.
3. Any active credit-box updates, state restrictions, or industry exclusions.
We submit clean, fully-packaged files — application, four months of bank statements, ID, voided check, deal summary cover sheet, and supporting collateral or AR aging where applicable. Files are screened internally before they reach you.
If easier, I can hold time this week for a fifteen-minute introduction.
Regards,
{{Your Name}}
Principal, Summit Private Credit
{{you@summitprivatecredit.com}} · {{Direct Line}}
summitprivatecredit.com
To the Kabbage originations desk,
I'm reaching out from Summit Private Credit regarding broker onboarding with Kabbage for line of credit.
Summit places privately-originated debt for operating businesses across nine product categories. We carry an active pipeline of lower-middle-market borrowers in your credit box ($2K–$250K) and want to route qualified files to your desk.
To open the relationship, would you kindly share:
1. Your current broker / referral agreement and commission schedule.
2. Submission checklist and preferred intake email or portal.
3. Any active credit-box updates, state restrictions, or industry exclusions.
We submit clean, fully-packaged files — application, four months of bank statements, ID, voided check, deal summary cover sheet, and supporting collateral or AR aging where applicable. Files are screened internally before they reach you.
If easier, I can hold time this week for a fifteen-minute introduction.
Regards,
{{Your Name}}
Principal, Summit Private Credit
{{you@summitprivatecredit.com}} · {{Direct Line}}
summitprivatecredit.com
To the OnDeck originations desk,
I'm reaching out from Summit Private Credit regarding broker onboarding with OnDeck for line of credit.
Summit places privately-originated debt for operating businesses across nine product categories. We carry an active pipeline of lower-middle-market borrowers in your credit box ($5K–$100K) and want to route qualified files to your desk.
To open the relationship, would you kindly share:
1. Your current broker / referral agreement and commission schedule.
2. Submission checklist and preferred intake email or portal.
3. Any active credit-box updates, state restrictions, or industry exclusions.
We submit clean, fully-packaged files — application, four months of bank statements, ID, voided check, deal summary cover sheet, and supporting collateral or AR aging where applicable. Files are screened internally before they reach you.
If easier, I can hold time this week for a fifteen-minute introduction.
Regards,
{{Your Name}}
Principal, Summit Private Credit
{{you@summitprivatecredit.com}} · {{Direct Line}}
summitprivatecredit.com
To the Wells Fargo originations desk,
I'm reaching out from Summit Private Credit regarding broker onboarding with Wells Fargo for line of credit.
Summit places privately-originated debt for operating businesses across nine product categories. We carry an active pipeline of lower-middle-market borrowers in your credit box ($50K–$5M) and want to route qualified files to your desk.
To open the relationship, would you kindly share:
1. Your current broker / referral agreement and commission schedule.
2. Submission checklist and preferred intake email or portal.
3. Any active credit-box updates, state restrictions, or industry exclusions.
We submit clean, fully-packaged files — application, four months of bank statements, ID, voided check, deal summary cover sheet, and supporting collateral or AR aging where applicable. Files are screened internally before they reach you.
If easier, I can hold time this week for a fifteen-minute introduction.
Regards,
{{Your Name}}
Principal, Summit Private Credit
{{you@summitprivatecredit.com}} · {{Direct Line}}
summitprivatecredit.com
To the Ascentium Capital originations desk,
I'm reaching out from Summit Private Credit regarding broker onboarding with Ascentium Capital for equipment.
Summit places privately-originated debt for operating businesses across nine product categories. We carry an active pipeline of lower-middle-market borrowers in your credit box ($10K–$2M) and want to route qualified files to your desk.
To open the relationship, would you kindly share:
1. Your current broker / referral agreement and commission schedule.
2. Submission checklist and preferred intake email or portal.
3. Any active credit-box updates, state restrictions, or industry exclusions.
We submit clean, fully-packaged files — application, four months of bank statements, ID, voided check, deal summary cover sheet, and supporting collateral or AR aging where applicable. Files are screened internally before they reach you.
If easier, I can hold time this week for a fifteen-minute introduction.
Regards,
{{Your Name}}
Principal, Summit Private Credit
{{you@summitprivatecredit.com}} · {{Direct Line}}
summitprivatecredit.com
To the Balboa Capital originations desk,
I'm reaching out from Summit Private Credit regarding broker onboarding with Balboa Capital for equipment.
Summit places privately-originated debt for operating businesses across nine product categories. We carry an active pipeline of lower-middle-market borrowers in your credit box ($10K–$500K) and want to route qualified files to your desk.
To open the relationship, would you kindly share:
1. Your current broker / referral agreement and commission schedule.
2. Submission checklist and preferred intake email or portal.
3. Any active credit-box updates, state restrictions, or industry exclusions.
We submit clean, fully-packaged files — application, four months of bank statements, ID, voided check, deal summary cover sheet, and supporting collateral or AR aging where applicable. Files are screened internally before they reach you.
If easier, I can hold time this week for a fifteen-minute introduction.
Regards,
{{Your Name}}
Principal, Summit Private Credit
{{you@summitprivatecredit.com}} · {{Direct Line}}
summitprivatecredit.com
To the CIT originations desk,
I'm reaching out from Summit Private Credit regarding broker onboarding with CIT for equipment.
Summit places privately-originated debt for operating businesses across nine product categories. We carry an active pipeline of lower-middle-market borrowers in your credit box ($50K–$5M) and want to route qualified files to your desk.
To open the relationship, would you kindly share:
1. Your current broker / referral agreement and commission schedule.
2. Submission checklist and preferred intake email or portal.
3. Any active credit-box updates, state restrictions, or industry exclusions.
We submit clean, fully-packaged files — application, four months of bank statements, ID, voided check, deal summary cover sheet, and supporting collateral or AR aging where applicable. Files are screened internally before they reach you.
If easier, I can hold time this week for a fifteen-minute introduction.
Regards,
{{Your Name}}
Principal, Summit Private Credit
{{you@summitprivatecredit.com}} · {{Direct Line}}
summitprivatecredit.com
To the Crest Capital originations desk,
I'm reaching out from Summit Private Credit regarding broker onboarding with Crest Capital for equipment.
Summit places privately-originated debt for operating businesses across nine product categories. We carry an active pipeline of lower-middle-market borrowers in your credit box ($5K–$500K) and want to route qualified files to your desk.
To open the relationship, would you kindly share:
1. Your current broker / referral agreement and commission schedule.
2. Submission checklist and preferred intake email or portal.
3. Any active credit-box updates, state restrictions, or industry exclusions.
We submit clean, fully-packaged files — application, four months of bank statements, ID, voided check, deal summary cover sheet, and supporting collateral or AR aging where applicable. Files are screened internally before they reach you.
If easier, I can hold time this week for a fifteen-minute introduction.
Regards,
{{Your Name}}
Principal, Summit Private Credit
{{you@summitprivatecredit.com}} · {{Direct Line}}
summitprivatecredit.com
To the First American Equipment originations desk,
I'm reaching out from Summit Private Credit regarding broker onboarding with First American Equipment for equipment.
Summit places privately-originated debt for operating businesses across nine product categories. We carry an active pipeline of lower-middle-market borrowers in your credit box ($50K–$5M) and want to route qualified files to your desk.
To open the relationship, would you kindly share:
1. Your current broker / referral agreement and commission schedule.
2. Submission checklist and preferred intake email or portal.
3. Any active credit-box updates, state restrictions, or industry exclusions.
We submit clean, fully-packaged files — application, four months of bank statements, ID, voided check, deal summary cover sheet, and supporting collateral or AR aging where applicable. Files are screened internally before they reach you.
If easier, I can hold time this week for a fifteen-minute introduction.
Regards,
{{Your Name}}
Principal, Summit Private Credit
{{you@summitprivatecredit.com}} · {{Direct Line}}
summitprivatecredit.com
To the GreatAmerica Financial originations desk,
I'm reaching out from Summit Private Credit regarding broker onboarding with GreatAmerica Financial for equipment.
Summit places privately-originated debt for operating businesses across nine product categories. We carry an active pipeline of lower-middle-market borrowers in your credit box ($10K–$2M) and want to route qualified files to your desk.
To open the relationship, would you kindly share:
1. Your current broker / referral agreement and commission schedule.
2. Submission checklist and preferred intake email or portal.
3. Any active credit-box updates, state restrictions, or industry exclusions.
We submit clean, fully-packaged files — application, four months of bank statements, ID, voided check, deal summary cover sheet, and supporting collateral or AR aging where applicable. Files are screened internally before they reach you.
If easier, I can hold time this week for a fifteen-minute introduction.
Regards,
{{Your Name}}
Principal, Summit Private Credit
{{you@summitprivatecredit.com}} · {{Direct Line}}
summitprivatecredit.com
To the LEAF Commercial originations desk,
I'm reaching out from Summit Private Credit regarding broker onboarding with LEAF Commercial for equipment.
Summit places privately-originated debt for operating businesses across nine product categories. We carry an active pipeline of lower-middle-market borrowers in your credit box ($10K–$1M) and want to route qualified files to your desk.
To open the relationship, would you kindly share:
1. Your current broker / referral agreement and commission schedule.
2. Submission checklist and preferred intake email or portal.
3. Any active credit-box updates, state restrictions, or industry exclusions.
We submit clean, fully-packaged files — application, four months of bank statements, ID, voided check, deal summary cover sheet, and supporting collateral or AR aging where applicable. Files are screened internally before they reach you.
If easier, I can hold time this week for a fifteen-minute introduction.
Regards,
{{Your Name}}
Principal, Summit Private Credit
{{you@summitprivatecredit.com}} · {{Direct Line}}
summitprivatecredit.com
To the US Bancorp originations desk,
I'm reaching out from Summit Private Credit regarding broker onboarding with US Bancorp for equipment.
Summit places privately-originated debt for operating businesses across nine product categories. We carry an active pipeline of lower-middle-market borrowers in your credit box ($50K–$5M) and want to route qualified files to your desk.
To open the relationship, would you kindly share:
1. Your current broker / referral agreement and commission schedule.
2. Submission checklist and preferred intake email or portal.
3. Any active credit-box updates, state restrictions, or industry exclusions.
We submit clean, fully-packaged files — application, four months of bank statements, ID, voided check, deal summary cover sheet, and supporting collateral or AR aging where applicable. Files are screened internally before they reach you.
If easier, I can hold time this week for a fifteen-minute introduction.
Regards,
{{Your Name}}
Principal, Summit Private Credit
{{you@summitprivatecredit.com}} · {{Direct Line}}
summitprivatecredit.com
To the Verdant Commercial originations desk,
I'm reaching out from Summit Private Credit regarding broker onboarding with Verdant Commercial for equipment.
Summit places privately-originated debt for operating businesses across nine product categories. We carry an active pipeline of lower-middle-market borrowers in your credit box ($10K–$1M) and want to route qualified files to your desk.
To open the relationship, would you kindly share:
1. Your current broker / referral agreement and commission schedule.
2. Submission checklist and preferred intake email or portal.
3. Any active credit-box updates, state restrictions, or industry exclusions.
We submit clean, fully-packaged files — application, four months of bank statements, ID, voided check, deal summary cover sheet, and supporting collateral or AR aging where applicable. Files are screened internally before they reach you.
If easier, I can hold time this week for a fifteen-minute introduction.
Regards,
{{Your Name}}
Principal, Summit Private Credit
{{you@summitprivatecredit.com}} · {{Direct Line}}
summitprivatecredit.com
To the altLINE originations desk,
I'm reaching out from Summit Private Credit regarding broker onboarding with altLINE for factoring.
Summit places privately-originated debt for operating businesses across nine product categories. We carry an active pipeline of lower-middle-market borrowers in your credit box ($30K–$5M) and want to route qualified files to your desk.
To open the relationship, would you kindly share:
1. Your current broker / referral agreement and commission schedule.
2. Submission checklist and preferred intake email or portal.
3. Any active credit-box updates, state restrictions, or industry exclusions.
We submit clean, fully-packaged files — application, four months of bank statements, ID, voided check, deal summary cover sheet, and supporting collateral or AR aging where applicable. Files are screened internally before they reach you.
If easier, I can hold time this week for a fifteen-minute introduction.
Regards,
{{Your Name}}
Principal, Summit Private Credit
{{you@summitprivatecredit.com}} · {{Direct Line}}
summitprivatecredit.com
To the Apex Capital originations desk,
I'm reaching out from Summit Private Credit regarding broker onboarding with Apex Capital for factoring.
Summit places privately-originated debt for operating businesses across nine product categories. We carry an active pipeline of lower-middle-market borrowers in your credit box ($50K–$10M) and want to route qualified files to your desk.
To open the relationship, would you kindly share:
1. Your current broker / referral agreement and commission schedule.
2. Submission checklist and preferred intake email or portal.
3. Any active credit-box updates, state restrictions, or industry exclusions.
We submit clean, fully-packaged files — application, four months of bank statements, ID, voided check, deal summary cover sheet, and supporting collateral or AR aging where applicable. Files are screened internally before they reach you.
If easier, I can hold time this week for a fifteen-minute introduction.
Regards,
{{Your Name}}
Principal, Summit Private Credit
{{you@summitprivatecredit.com}} · {{Direct Line}}
summitprivatecredit.com
To the eCapital originations desk,
I'm reaching out from Summit Private Credit regarding broker onboarding with eCapital for factoring.
Summit places privately-originated debt for operating businesses across nine product categories. We carry an active pipeline of lower-middle-market borrowers in your credit box ($50K–$10M) and want to route qualified files to your desk.
To open the relationship, would you kindly share:
1. Your current broker / referral agreement and commission schedule.
2. Submission checklist and preferred intake email or portal.
3. Any active credit-box updates, state restrictions, or industry exclusions.
We submit clean, fully-packaged files — application, four months of bank statements, ID, voided check, deal summary cover sheet, and supporting collateral or AR aging where applicable. Files are screened internally before they reach you.
If easier, I can hold time this week for a fifteen-minute introduction.
Regards,
{{Your Name}}
Principal, Summit Private Credit
{{you@summitprivatecredit.com}} · {{Direct Line}}
summitprivatecredit.com
To the RTS Financial originations desk,
I'm reaching out from Summit Private Credit regarding broker onboarding with RTS Financial for factoring.
Summit places privately-originated debt for operating businesses across nine product categories. We carry an active pipeline of lower-middle-market borrowers in your credit box ($50K–$10M) and want to route qualified files to your desk.
To open the relationship, would you kindly share:
1. Your current broker / referral agreement and commission schedule.
2. Submission checklist and preferred intake email or portal.
3. Any active credit-box updates, state restrictions, or industry exclusions.
We submit clean, fully-packaged files — application, four months of bank statements, ID, voided check, deal summary cover sheet, and supporting collateral or AR aging where applicable. Files are screened internally before they reach you.
If easier, I can hold time this week for a fifteen-minute introduction.
Regards,
{{Your Name}}
Principal, Summit Private Credit
{{you@summitprivatecredit.com}} · {{Direct Line}}
summitprivatecredit.com
To the TCI Business Capital originations desk,
I'm reaching out from Summit Private Credit regarding broker onboarding with TCI Business Capital for factoring.
Summit places privately-originated debt for operating businesses across nine product categories. We carry an active pipeline of lower-middle-market borrowers in your credit box ($50K–$10M) and want to route qualified files to your desk.
To open the relationship, would you kindly share:
1. Your current broker / referral agreement and commission schedule.
2. Submission checklist and preferred intake email or portal.
3. Any active credit-box updates, state restrictions, or industry exclusions.
We submit clean, fully-packaged files — application, four months of bank statements, ID, voided check, deal summary cover sheet, and supporting collateral or AR aging where applicable. Files are screened internally before they reach you.
If easier, I can hold time this week for a fifteen-minute introduction.
Regards,
{{Your Name}}
Principal, Summit Private Credit
{{you@summitprivatecredit.com}} · {{Direct Line}}
summitprivatecredit.com
To the Triumph Business Capital originations desk,
I'm reaching out from Summit Private Credit regarding broker onboarding with Triumph Business Capital for factoring.
Summit places privately-originated debt for operating businesses across nine product categories. We carry an active pipeline of lower-middle-market borrowers in your credit box ($50K–$10M) and want to route qualified files to your desk.
To open the relationship, would you kindly share:
1. Your current broker / referral agreement and commission schedule.
2. Submission checklist and preferred intake email or portal.
3. Any active credit-box updates, state restrictions, or industry exclusions.
We submit clean, fully-packaged files — application, four months of bank statements, ID, voided check, deal summary cover sheet, and supporting collateral or AR aging where applicable. Files are screened internally before they reach you.
If easier, I can hold time this week for a fifteen-minute introduction.
Regards,
{{Your Name}}
Principal, Summit Private Credit
{{you@summitprivatecredit.com}} · {{Direct Line}}
summitprivatecredit.com
To the Bank of America Business Capital originations desk,
I'm reaching out from Summit Private Credit regarding broker onboarding with Bank of America Business Capital for abl.
Summit places privately-originated debt for operating businesses across nine product categories. We carry an active pipeline of lower-middle-market borrowers in your credit box ($1M–$50M) and want to route qualified files to your desk.
To open the relationship, would you kindly share:
1. Your current broker / referral agreement and commission schedule.
2. Submission checklist and preferred intake email or portal.
3. Any active credit-box updates, state restrictions, or industry exclusions.
We submit clean, fully-packaged files — application, four months of bank statements, ID, voided check, deal summary cover sheet, and supporting collateral or AR aging where applicable. Files are screened internally before they reach you.
If easier, I can hold time this week for a fifteen-minute introduction.
Regards,
{{Your Name}}
Principal, Summit Private Credit
{{you@summitprivatecredit.com}} · {{Direct Line}}
summitprivatecredit.com
To the BMO Harris Bank originations desk,
I'm reaching out from Summit Private Credit regarding broker onboarding with BMO Harris Bank for abl.
Summit places privately-originated debt for operating businesses across nine product categories. We carry an active pipeline of lower-middle-market borrowers in your credit box ($1M–$50M) and want to route qualified files to your desk.
To open the relationship, would you kindly share:
1. Your current broker / referral agreement and commission schedule.
2. Submission checklist and preferred intake email or portal.
3. Any active credit-box updates, state restrictions, or industry exclusions.
We submit clean, fully-packaged files — application, four months of bank statements, ID, voided check, deal summary cover sheet, and supporting collateral or AR aging where applicable. Files are screened internally before they reach you.
If easier, I can hold time this week for a fifteen-minute introduction.
Regards,
{{Your Name}}
Principal, Summit Private Credit
{{you@summitprivatecredit.com}} · {{Direct Line}}
summitprivatecredit.com
To the CIT originations desk,
I'm reaching out from Summit Private Credit regarding broker onboarding with CIT for abl.
Summit places privately-originated debt for operating businesses across nine product categories. We carry an active pipeline of lower-middle-market borrowers in your credit box ($1M–$50M) and want to route qualified files to your desk.
To open the relationship, would you kindly share:
1. Your current broker / referral agreement and commission schedule.
2. Submission checklist and preferred intake email or portal.
3. Any active credit-box updates, state restrictions, or industry exclusions.
We submit clean, fully-packaged files — application, four months of bank statements, ID, voided check, deal summary cover sheet, and supporting collateral or AR aging where applicable. Files are screened internally before they reach you.
If easier, I can hold time this week for a fifteen-minute introduction.
Regards,
{{Your Name}}
Principal, Summit Private Credit
{{you@summitprivatecredit.com}} · {{Direct Line}}
summitprivatecredit.com
To the Comerica Bank originations desk,
I'm reaching out from Summit Private Credit regarding broker onboarding with Comerica Bank for abl.
Summit places privately-originated debt for operating businesses across nine product categories. We carry an active pipeline of lower-middle-market borrowers in your credit box ($1M–$50M) and want to route qualified files to your desk.
To open the relationship, would you kindly share:
1. Your current broker / referral agreement and commission schedule.
2. Submission checklist and preferred intake email or portal.
3. Any active credit-box updates, state restrictions, or industry exclusions.
We submit clean, fully-packaged files — application, four months of bank statements, ID, voided check, deal summary cover sheet, and supporting collateral or AR aging where applicable. Files are screened internally before they reach you.
If easier, I can hold time this week for a fifteen-minute introduction.
Regards,
{{Your Name}}
Principal, Summit Private Credit
{{you@summitprivatecredit.com}} · {{Direct Line}}
summitprivatecredit.com
To the Gordon Brothers Finance originations desk,
I'm reaching out from Summit Private Credit regarding broker onboarding with Gordon Brothers Finance for abl.
Summit places privately-originated debt for operating businesses across nine product categories. We carry an active pipeline of lower-middle-market borrowers in your credit box ($1M–$50M) and want to route qualified files to your desk.
To open the relationship, would you kindly share:
1. Your current broker / referral agreement and commission schedule.
2. Submission checklist and preferred intake email or portal.
3. Any active credit-box updates, state restrictions, or industry exclusions.
We submit clean, fully-packaged files — application, four months of bank statements, ID, voided check, deal summary cover sheet, and supporting collateral or AR aging where applicable. Files are screened internally before they reach you.
If easier, I can hold time this week for a fifteen-minute introduction.
Regards,
{{Your Name}}
Principal, Summit Private Credit
{{you@summitprivatecredit.com}} · {{Direct Line}}
summitprivatecredit.com
To the Huntington Business Credit originations desk,
I'm reaching out from Summit Private Credit regarding broker onboarding with Huntington Business Credit for abl.
Summit places privately-originated debt for operating businesses across nine product categories. We carry an active pipeline of lower-middle-market borrowers in your credit box ($1M–$30M) and want to route qualified files to your desk.
To open the relationship, would you kindly share:
1. Your current broker / referral agreement and commission schedule.
2. Submission checklist and preferred intake email or portal.
3. Any active credit-box updates, state restrictions, or industry exclusions.
We submit clean, fully-packaged files — application, four months of bank statements, ID, voided check, deal summary cover sheet, and supporting collateral or AR aging where applicable. Files are screened internally before they reach you.
If easier, I can hold time this week for a fifteen-minute introduction.
Regards,
{{Your Name}}
Principal, Summit Private Credit
{{you@summitprivatecredit.com}} · {{Direct Line}}
summitprivatecredit.com
To the MidCap Financial originations desk,
I'm reaching out from Summit Private Credit regarding broker onboarding with MidCap Financial for abl.
Summit places privately-originated debt for operating businesses across nine product categories. We carry an active pipeline of lower-middle-market borrowers in your credit box ($1M–$100M) and want to route qualified files to your desk.
To open the relationship, would you kindly share:
1. Your current broker / referral agreement and commission schedule.
2. Submission checklist and preferred intake email or portal.
3. Any active credit-box updates, state restrictions, or industry exclusions.
We submit clean, fully-packaged files — application, four months of bank statements, ID, voided check, deal summary cover sheet, and supporting collateral or AR aging where applicable. Files are screened internally before they reach you.
If easier, I can hold time this week for a fifteen-minute introduction.
Regards,
{{Your Name}}
Principal, Summit Private Credit
{{you@summitprivatecredit.com}} · {{Direct Line}}
summitprivatecredit.com
To the PNC Business Credit originations desk,
I'm reaching out from Summit Private Credit regarding broker onboarding with PNC Business Credit for abl.
Summit places privately-originated debt for operating businesses across nine product categories. We carry an active pipeline of lower-middle-market borrowers in your credit box ($1M–$50M) and want to route qualified files to your desk.
To open the relationship, would you kindly share:
1. Your current broker / referral agreement and commission schedule.
2. Submission checklist and preferred intake email or portal.
3. Any active credit-box updates, state restrictions, or industry exclusions.
We submit clean, fully-packaged files — application, four months of bank statements, ID, voided check, deal summary cover sheet, and supporting collateral or AR aging where applicable. Files are screened internally before they reach you.
If easier, I can hold time this week for a fifteen-minute introduction.
Regards,
{{Your Name}}
Principal, Summit Private Credit
{{you@summitprivatecredit.com}} · {{Direct Line}}
summitprivatecredit.com
To the Rosenthal & Rosenthal originations desk,
I'm reaching out from Summit Private Credit regarding broker onboarding with Rosenthal & Rosenthal for abl.
Summit places privately-originated debt for operating businesses across nine product categories. We carry an active pipeline of lower-middle-market borrowers in your credit box ($1M–$20M) and want to route qualified files to your desk.
To open the relationship, would you kindly share:
1. Your current broker / referral agreement and commission schedule.
2. Submission checklist and preferred intake email or portal.
3. Any active credit-box updates, state restrictions, or industry exclusions.
We submit clean, fully-packaged files — application, four months of bank statements, ID, voided check, deal summary cover sheet, and supporting collateral or AR aging where applicable. Files are screened internally before they reach you.
If easier, I can hold time this week for a fifteen-minute introduction.
Regards,
{{Your Name}}
Principal, Summit Private Credit
{{you@summitprivatecredit.com}} · {{Direct Line}}
summitprivatecredit.com
To the Wells Fargo Capital Finance originations desk,
I'm reaching out from Summit Private Credit regarding broker onboarding with Wells Fargo Capital Finance for abl.
Summit places privately-originated debt for operating businesses across nine product categories. We carry an active pipeline of lower-middle-market borrowers in your credit box ($1M–$50M) and want to route qualified files to your desk.
To open the relationship, would you kindly share:
1. Your current broker / referral agreement and commission schedule.
2. Submission checklist and preferred intake email or portal.
3. Any active credit-box updates, state restrictions, or industry exclusions.
We submit clean, fully-packaged files — application, four months of bank statements, ID, voided check, deal summary cover sheet, and supporting collateral or AR aging where applicable. Files are screened internally before they reach you.
If easier, I can hold time this week for a fifteen-minute introduction.
Regards,
{{Your Name}}
Principal, Summit Private Credit
{{you@summitprivatecredit.com}} · {{Direct Line}}
summitprivatecredit.com
To the White Oak Commercial originations desk,
I'm reaching out from Summit Private Credit regarding broker onboarding with White Oak Commercial for abl.
Summit places privately-originated debt for operating businesses across nine product categories. We carry an active pipeline of lower-middle-market borrowers in your credit box ($500K–$50M) and want to route qualified files to your desk.
To open the relationship, would you kindly share:
1. Your current broker / referral agreement and commission schedule.
2. Submission checklist and preferred intake email or portal.
3. Any active credit-box updates, state restrictions, or industry exclusions.
We submit clean, fully-packaged files — application, four months of bank statements, ID, voided check, deal summary cover sheet, and supporting collateral or AR aging where applicable. Files are screened internally before they reach you.
If easier, I can hold time this week for a fifteen-minute introduction.
Regards,
{{Your Name}}
Principal, Summit Private Credit
{{you@summitprivatecredit.com}} · {{Direct Line}}
summitprivatecredit.com
To the Arbor Realty originations desk,
I'm reaching out from Summit Private Credit regarding broker onboarding with Arbor Realty for cre.
Summit places privately-originated debt for operating businesses across nine product categories. We carry an active pipeline of lower-middle-market borrowers in your credit box ($1M–$50M) and want to route qualified files to your desk.
To open the relationship, would you kindly share:
1. Your current broker / referral agreement and commission schedule.
2. Submission checklist and preferred intake email or portal.
3. Any active credit-box updates, state restrictions, or industry exclusions.
We submit clean, fully-packaged files — application, four months of bank statements, ID, voided check, deal summary cover sheet, and supporting collateral or AR aging where applicable. Files are screened internally before they reach you.
If easier, I can hold time this week for a fifteen-minute introduction.
Regards,
{{Your Name}}
Principal, Summit Private Credit
{{you@summitprivatecredit.com}} · {{Direct Line}}
summitprivatecredit.com
To the Berkadia originations desk,
I'm reaching out from Summit Private Credit regarding broker onboarding with Berkadia for cre.
Summit places privately-originated debt for operating businesses across nine product categories. We carry an active pipeline of lower-middle-market borrowers in your credit box ($1M–$50M) and want to route qualified files to your desk.
To open the relationship, would you kindly share:
1. Your current broker / referral agreement and commission schedule.
2. Submission checklist and preferred intake email or portal.
3. Any active credit-box updates, state restrictions, or industry exclusions.
We submit clean, fully-packaged files — application, four months of bank statements, ID, voided check, deal summary cover sheet, and supporting collateral or AR aging where applicable. Files are screened internally before they reach you.
If easier, I can hold time this week for a fifteen-minute introduction.
Regards,
{{Your Name}}
Principal, Summit Private Credit
{{you@summitprivatecredit.com}} · {{Direct Line}}
summitprivatecredit.com
To the CBRE Capital originations desk,
I'm reaching out from Summit Private Credit regarding broker onboarding with CBRE Capital for cre.
Summit places privately-originated debt for operating businesses across nine product categories. We carry an active pipeline of lower-middle-market borrowers in your credit box ($1M–$100M) and want to route qualified files to your desk.
To open the relationship, would you kindly share:
1. Your current broker / referral agreement and commission schedule.
2. Submission checklist and preferred intake email or portal.
3. Any active credit-box updates, state restrictions, or industry exclusions.
We submit clean, fully-packaged files — application, four months of bank statements, ID, voided check, deal summary cover sheet, and supporting collateral or AR aging where applicable. Files are screened internally before they reach you.
If easier, I can hold time this week for a fifteen-minute introduction.
Regards,
{{Your Name}}
Principal, Summit Private Credit
{{you@summitprivatecredit.com}} · {{Direct Line}}
summitprivatecredit.com
To the CoreVest originations desk,
I'm reaching out from Summit Private Credit regarding broker onboarding with CoreVest for cre.
Summit places privately-originated debt for operating businesses across nine product categories. We carry an active pipeline of lower-middle-market borrowers in your credit box ($100K–$5M) and want to route qualified files to your desk.
To open the relationship, would you kindly share:
1. Your current broker / referral agreement and commission schedule.
2. Submission checklist and preferred intake email or portal.
3. Any active credit-box updates, state restrictions, or industry exclusions.
We submit clean, fully-packaged files — application, four months of bank statements, ID, voided check, deal summary cover sheet, and supporting collateral or AR aging where applicable. Files are screened internally before they reach you.
If easier, I can hold time this week for a fifteen-minute introduction.
Regards,
{{Your Name}}
Principal, Summit Private Credit
{{you@summitprivatecredit.com}} · {{Direct Line}}
summitprivatecredit.com
To the Greystone originations desk,
I'm reaching out from Summit Private Credit regarding broker onboarding with Greystone for cre.
Summit places privately-originated debt for operating businesses across nine product categories. We carry an active pipeline of lower-middle-market borrowers in your credit box ($1M–$50M) and want to route qualified files to your desk.
To open the relationship, would you kindly share:
1. Your current broker / referral agreement and commission schedule.
2. Submission checklist and preferred intake email or portal.
3. Any active credit-box updates, state restrictions, or industry exclusions.
We submit clean, fully-packaged files — application, four months of bank statements, ID, voided check, deal summary cover sheet, and supporting collateral or AR aging where applicable. Files are screened internally before they reach you.
If easier, I can hold time this week for a fifteen-minute introduction.
Regards,
{{Your Name}}
Principal, Summit Private Credit
{{you@summitprivatecredit.com}} · {{Direct Line}}
summitprivatecredit.com
To the Kiavi originations desk,
I'm reaching out from Summit Private Credit regarding broker onboarding with Kiavi for cre.
Summit places privately-originated debt for operating businesses across nine product categories. We carry an active pipeline of lower-middle-market borrowers in your credit box ($50K–$3M) and want to route qualified files to your desk.
To open the relationship, would you kindly share:
1. Your current broker / referral agreement and commission schedule.
2. Submission checklist and preferred intake email or portal.
3. Any active credit-box updates, state restrictions, or industry exclusions.
We submit clean, fully-packaged files — application, four months of bank statements, ID, voided check, deal summary cover sheet, and supporting collateral or AR aging where applicable. Files are screened internally before they reach you.
If easier, I can hold time this week for a fifteen-minute introduction.
Regards,
{{Your Name}}
Principal, Summit Private Credit
{{you@summitprivatecredit.com}} · {{Direct Line}}
summitprivatecredit.com
To the Lima One Capital originations desk,
I'm reaching out from Summit Private Credit regarding broker onboarding with Lima One Capital for cre.
Summit places privately-originated debt for operating businesses across nine product categories. We carry an active pipeline of lower-middle-market borrowers in your credit box ($75K–$5M) and want to route qualified files to your desk.
To open the relationship, would you kindly share:
1. Your current broker / referral agreement and commission schedule.
2. Submission checklist and preferred intake email or portal.
3. Any active credit-box updates, state restrictions, or industry exclusions.
We submit clean, fully-packaged files — application, four months of bank statements, ID, voided check, deal summary cover sheet, and supporting collateral or AR aging where applicable. Files are screened internally before they reach you.
If easier, I can hold time this week for a fifteen-minute introduction.
Regards,
{{Your Name}}
Principal, Summit Private Credit
{{you@summitprivatecredit.com}} · {{Direct Line}}
summitprivatecredit.com
To the Lument originations desk,
I'm reaching out from Summit Private Credit regarding broker onboarding with Lument for cre.
Summit places privately-originated debt for operating businesses across nine product categories. We carry an active pipeline of lower-middle-market borrowers in your credit box ($1M–$50M) and want to route qualified files to your desk.
To open the relationship, would you kindly share:
1. Your current broker / referral agreement and commission schedule.
2. Submission checklist and preferred intake email or portal.
3. Any active credit-box updates, state restrictions, or industry exclusions.
We submit clean, fully-packaged files — application, four months of bank statements, ID, voided check, deal summary cover sheet, and supporting collateral or AR aging where applicable. Files are screened internally before they reach you.
If easier, I can hold time this week for a fifteen-minute introduction.
Regards,
{{Your Name}}
Principal, Summit Private Credit
{{you@summitprivatecredit.com}} · {{Direct Line}}
summitprivatecredit.com
To the RCN Capital originations desk,
I'm reaching out from Summit Private Credit regarding broker onboarding with RCN Capital for cre.
Summit places privately-originated debt for operating businesses across nine product categories. We carry an active pipeline of lower-middle-market borrowers in your credit box ($50K–$2.5M) and want to route qualified files to your desk.
To open the relationship, would you kindly share:
1. Your current broker / referral agreement and commission schedule.
2. Submission checklist and preferred intake email or portal.
3. Any active credit-box updates, state restrictions, or industry exclusions.
We submit clean, fully-packaged files — application, four months of bank statements, ID, voided check, deal summary cover sheet, and supporting collateral or AR aging where applicable. Files are screened internally before they reach you.
If easier, I can hold time this week for a fifteen-minute introduction.
Regards,
{{Your Name}}
Principal, Summit Private Credit
{{you@summitprivatecredit.com}} · {{Direct Line}}
summitprivatecredit.com
To the Ready Capital originations desk,
I'm reaching out from Summit Private Credit regarding broker onboarding with Ready Capital for cre.
Summit places privately-originated debt for operating businesses across nine product categories. We carry an active pipeline of lower-middle-market borrowers in your credit box ($100K–$10M) and want to route qualified files to your desk.
To open the relationship, would you kindly share:
1. Your current broker / referral agreement and commission schedule.
2. Submission checklist and preferred intake email or portal.
3. Any active credit-box updates, state restrictions, or industry exclusions.
We submit clean, fully-packaged files — application, four months of bank statements, ID, voided check, deal summary cover sheet, and supporting collateral or AR aging where applicable. Files are screened internally before they reach you.
If easier, I can hold time this week for a fifteen-minute introduction.
Regards,
{{Your Name}}
Principal, Summit Private Credit
{{you@summitprivatecredit.com}} · {{Direct Line}}
summitprivatecredit.com
To the Walker & Dunlop originations desk,
I'm reaching out from Summit Private Credit regarding broker onboarding with Walker & Dunlop for cre.
Summit places privately-originated debt for operating businesses across nine product categories. We carry an active pipeline of lower-middle-market borrowers in your credit box ($1M–$50M) and want to route qualified files to your desk.
To open the relationship, would you kindly share:
1. Your current broker / referral agreement and commission schedule.
2. Submission checklist and preferred intake email or portal.
3. Any active credit-box updates, state restrictions, or industry exclusions.
We submit clean, fully-packaged files — application, four months of bank statements, ID, voided check, deal summary cover sheet, and supporting collateral or AR aging where applicable. Files are screened internally before they reach you.
If easier, I can hold time this week for a fifteen-minute introduction.
Regards,
{{Your Name}}
Principal, Summit Private Credit
{{you@summitprivatecredit.com}} · {{Direct Line}}
summitprivatecredit.com
To the Anchor Loans originations desk,
I'm reaching out from Summit Private Credit regarding broker onboarding with Anchor Loans for bridge.
Summit places privately-originated debt for operating businesses across nine product categories. We carry an active pipeline of lower-middle-market borrowers in your credit box ($50K–$5M) and want to route qualified files to your desk.
To open the relationship, would you kindly share:
1. Your current broker / referral agreement and commission schedule.
2. Submission checklist and preferred intake email or portal.
3. Any active credit-box updates, state restrictions, or industry exclusions.
We submit clean, fully-packaged files — application, four months of bank statements, ID, voided check, deal summary cover sheet, and supporting collateral or AR aging where applicable. Files are screened internally before they reach you.
If easier, I can hold time this week for a fifteen-minute introduction.
Regards,
{{Your Name}}
Principal, Summit Private Credit
{{you@summitprivatecredit.com}} · {{Direct Line}}
summitprivatecredit.com
To the Civic Financial originations desk,
I'm reaching out from Summit Private Credit regarding broker onboarding with Civic Financial for bridge.
Summit places privately-originated debt for operating businesses across nine product categories. We carry an active pipeline of lower-middle-market borrowers in your credit box ($100K–$3M) and want to route qualified files to your desk.
To open the relationship, would you kindly share:
1. Your current broker / referral agreement and commission schedule.
2. Submission checklist and preferred intake email or portal.
3. Any active credit-box updates, state restrictions, or industry exclusions.
We submit clean, fully-packaged files — application, four months of bank statements, ID, voided check, deal summary cover sheet, and supporting collateral or AR aging where applicable. Files are screened internally before they reach you.
If easier, I can hold time this week for a fifteen-minute introduction.
Regards,
{{Your Name}}
Principal, Summit Private Credit
{{you@summitprivatecredit.com}} · {{Direct Line}}
summitprivatecredit.com
To the Finance of America originations desk,
I'm reaching out from Summit Private Credit regarding broker onboarding with Finance of America for bridge.
Summit places privately-originated debt for operating businesses across nine product categories. We carry an active pipeline of lower-middle-market borrowers in your credit box ($100K–$5M) and want to route qualified files to your desk.
To open the relationship, would you kindly share:
1. Your current broker / referral agreement and commission schedule.
2. Submission checklist and preferred intake email or portal.
3. Any active credit-box updates, state restrictions, or industry exclusions.
We submit clean, fully-packaged files — application, four months of bank statements, ID, voided check, deal summary cover sheet, and supporting collateral or AR aging where applicable. Files are screened internally before they reach you.
If easier, I can hold time this week for a fifteen-minute introduction.
Regards,
{{Your Name}}
Principal, Summit Private Credit
{{you@summitprivatecredit.com}} · {{Direct Line}}
summitprivatecredit.com
To the Kiavi originations desk,
I'm reaching out from Summit Private Credit regarding broker onboarding with Kiavi for bridge.
Summit places privately-originated debt for operating businesses across nine product categories. We carry an active pipeline of lower-middle-market borrowers in your credit box ($50K–$3M) and want to route qualified files to your desk.
To open the relationship, would you kindly share:
1. Your current broker / referral agreement and commission schedule.
2. Submission checklist and preferred intake email or portal.
3. Any active credit-box updates, state restrictions, or industry exclusions.
We submit clean, fully-packaged files — application, four months of bank statements, ID, voided check, deal summary cover sheet, and supporting collateral or AR aging where applicable. Files are screened internally before they reach you.
If easier, I can hold time this week for a fifteen-minute introduction.
Regards,
{{Your Name}}
Principal, Summit Private Credit
{{you@summitprivatecredit.com}} · {{Direct Line}}
summitprivatecredit.com
To the LendingHome originations desk,
I'm reaching out from Summit Private Credit regarding broker onboarding with LendingHome for bridge.
Summit places privately-originated debt for operating businesses across nine product categories. We carry an active pipeline of lower-middle-market borrowers in your credit box ($50K–$2.5M) and want to route qualified files to your desk.
To open the relationship, would you kindly share:
1. Your current broker / referral agreement and commission schedule.
2. Submission checklist and preferred intake email or portal.
3. Any active credit-box updates, state restrictions, or industry exclusions.
We submit clean, fully-packaged files — application, four months of bank statements, ID, voided check, deal summary cover sheet, and supporting collateral or AR aging where applicable. Files are screened internally before they reach you.
If easier, I can hold time this week for a fifteen-minute introduction.
Regards,
{{Your Name}}
Principal, Summit Private Credit
{{you@summitprivatecredit.com}} · {{Direct Line}}
summitprivatecredit.com
To the Lima One Capital originations desk,
I'm reaching out from Summit Private Credit regarding broker onboarding with Lima One Capital for bridge.
Summit places privately-originated debt for operating businesses across nine product categories. We carry an active pipeline of lower-middle-market borrowers in your credit box ($75K–$5M) and want to route qualified files to your desk.
To open the relationship, would you kindly share:
1. Your current broker / referral agreement and commission schedule.
2. Submission checklist and preferred intake email or portal.
3. Any active credit-box updates, state restrictions, or industry exclusions.
We submit clean, fully-packaged files — application, four months of bank statements, ID, voided check, deal summary cover sheet, and supporting collateral or AR aging where applicable. Files are screened internally before they reach you.
If easier, I can hold time this week for a fifteen-minute introduction.
Regards,
{{Your Name}}
Principal, Summit Private Credit
{{you@summitprivatecredit.com}} · {{Direct Line}}
summitprivatecredit.com
To the RCN Capital originations desk,
I'm reaching out from Summit Private Credit regarding broker onboarding with RCN Capital for bridge.
Summit places privately-originated debt for operating businesses across nine product categories. We carry an active pipeline of lower-middle-market borrowers in your credit box ($50K–$2.5M) and want to route qualified files to your desk.
To open the relationship, would you kindly share:
1. Your current broker / referral agreement and commission schedule.
2. Submission checklist and preferred intake email or portal.
3. Any active credit-box updates, state restrictions, or industry exclusions.
We submit clean, fully-packaged files — application, four months of bank statements, ID, voided check, deal summary cover sheet, and supporting collateral or AR aging where applicable. Files are screened internally before they reach you.
If easier, I can hold time this week for a fifteen-minute introduction.
Regards,
{{Your Name}}
Principal, Summit Private Credit
{{you@summitprivatecredit.com}} · {{Direct Line}}
summitprivatecredit.com
To the Antares Capital originations desk,
I'm reaching out from Summit Private Credit regarding broker onboarding with Antares Capital for structured credit.
Summit places privately-originated debt for operating businesses across nine product categories. We carry an active pipeline of lower-middle-market borrowers in your credit box ($10M–$500M) and want to route qualified files to your desk.
To open the relationship, would you kindly share:
1. Your current broker / referral agreement and commission schedule.
2. Submission checklist and preferred intake email or portal.
3. Any active credit-box updates, state restrictions, or industry exclusions.
We submit clean, fully-packaged files — application, four months of bank statements, ID, voided check, deal summary cover sheet, and supporting collateral or AR aging where applicable. Files are screened internally before they reach you.
If easier, I can hold time this week for a fifteen-minute introduction.
Regards,
{{Your Name}}
Principal, Summit Private Credit
{{you@summitprivatecredit.com}} · {{Direct Line}}
summitprivatecredit.com
To the Apollo Global originations desk,
I'm reaching out from Summit Private Credit regarding broker onboarding with Apollo Global for structured credit.
Summit places privately-originated debt for operating businesses across nine product categories. We carry an active pipeline of lower-middle-market borrowers in your credit box ($10M–$1000M) and want to route qualified files to your desk.
To open the relationship, would you kindly share:
1. Your current broker / referral agreement and commission schedule.
2. Submission checklist and preferred intake email or portal.
3. Any active credit-box updates, state restrictions, or industry exclusions.
We submit clean, fully-packaged files — application, four months of bank statements, ID, voided check, deal summary cover sheet, and supporting collateral or AR aging where applicable. Files are screened internally before they reach you.
If easier, I can hold time this week for a fifteen-minute introduction.
Regards,
{{Your Name}}
Principal, Summit Private Credit
{{you@summitprivatecredit.com}} · {{Direct Line}}
summitprivatecredit.com
To the Ares Capital originations desk,
I'm reaching out from Summit Private Credit regarding broker onboarding with Ares Capital for structured credit.
Summit places privately-originated debt for operating businesses across nine product categories. We carry an active pipeline of lower-middle-market borrowers in your credit box ($10M–$500M) and want to route qualified files to your desk.
To open the relationship, would you kindly share:
1. Your current broker / referral agreement and commission schedule.
2. Submission checklist and preferred intake email or portal.
3. Any active credit-box updates, state restrictions, or industry exclusions.
We submit clean, fully-packaged files — application, four months of bank statements, ID, voided check, deal summary cover sheet, and supporting collateral or AR aging where applicable. Files are screened internally before they reach you.
If easier, I can hold time this week for a fifteen-minute introduction.
Regards,
{{Your Name}}
Principal, Summit Private Credit
{{you@summitprivatecredit.com}} · {{Direct Line}}
summitprivatecredit.com
To the Blackstone Credit originations desk,
I'm reaching out from Summit Private Credit regarding broker onboarding with Blackstone Credit for structured credit.
Summit places privately-originated debt for operating businesses across nine product categories. We carry an active pipeline of lower-middle-market borrowers in your credit box ($10M–$1000M) and want to route qualified files to your desk.
To open the relationship, would you kindly share:
1. Your current broker / referral agreement and commission schedule.
2. Submission checklist and preferred intake email or portal.
3. Any active credit-box updates, state restrictions, or industry exclusions.
We submit clean, fully-packaged files — application, four months of bank statements, ID, voided check, deal summary cover sheet, and supporting collateral or AR aging where applicable. Files are screened internally before they reach you.
If easier, I can hold time this week for a fifteen-minute introduction.
Regards,
{{Your Name}}
Principal, Summit Private Credit
{{you@summitprivatecredit.com}} · {{Direct Line}}
summitprivatecredit.com
To the Blue Owl Capital originations desk,
I'm reaching out from Summit Private Credit regarding broker onboarding with Blue Owl Capital for structured credit.
Summit places privately-originated debt for operating businesses across nine product categories. We carry an active pipeline of lower-middle-market borrowers in your credit box ($10M–$500M) and want to route qualified files to your desk.
To open the relationship, would you kindly share:
1. Your current broker / referral agreement and commission schedule.
2. Submission checklist and preferred intake email or portal.
3. Any active credit-box updates, state restrictions, or industry exclusions.
We submit clean, fully-packaged files — application, four months of bank statements, ID, voided check, deal summary cover sheet, and supporting collateral or AR aging where applicable. Files are screened internally before they reach you.
If easier, I can hold time this week for a fifteen-minute introduction.
Regards,
{{Your Name}}
Principal, Summit Private Credit
{{you@summitprivatecredit.com}} · {{Direct Line}}
summitprivatecredit.com
To the Carlyle Credit originations desk,
I'm reaching out from Summit Private Credit regarding broker onboarding with Carlyle Credit for structured credit.
Summit places privately-originated debt for operating businesses across nine product categories. We carry an active pipeline of lower-middle-market borrowers in your credit box ($10M–$500M) and want to route qualified files to your desk.
To open the relationship, would you kindly share:
1. Your current broker / referral agreement and commission schedule.
2. Submission checklist and preferred intake email or portal.
3. Any active credit-box updates, state restrictions, or industry exclusions.
We submit clean, fully-packaged files — application, four months of bank statements, ID, voided check, deal summary cover sheet, and supporting collateral or AR aging where applicable. Files are screened internally before they reach you.
If easier, I can hold time this week for a fifteen-minute introduction.
Regards,
{{Your Name}}
Principal, Summit Private Credit
{{you@summitprivatecredit.com}} · {{Direct Line}}
summitprivatecredit.com
To the Golub Capital originations desk,
I'm reaching out from Summit Private Credit regarding broker onboarding with Golub Capital for structured credit.
Summit places privately-originated debt for operating businesses across nine product categories. We carry an active pipeline of lower-middle-market borrowers in your credit box ($10M–$500M) and want to route qualified files to your desk.
To open the relationship, would you kindly share:
1. Your current broker / referral agreement and commission schedule.
2. Submission checklist and preferred intake email or portal.
3. Any active credit-box updates, state restrictions, or industry exclusions.
We submit clean, fully-packaged files — application, four months of bank statements, ID, voided check, deal summary cover sheet, and supporting collateral or AR aging where applicable. Files are screened internally before they reach you.
If easier, I can hold time this week for a fifteen-minute introduction.
Regards,
{{Your Name}}
Principal, Summit Private Credit
{{you@summitprivatecredit.com}} · {{Direct Line}}
summitprivatecredit.com
To the HPS Investment Partners originations desk,
I'm reaching out from Summit Private Credit regarding broker onboarding with HPS Investment Partners for structured credit.
Summit places privately-originated debt for operating businesses across nine product categories. We carry an active pipeline of lower-middle-market borrowers in your credit box ($10M–$500M) and want to route qualified files to your desk.
To open the relationship, would you kindly share:
1. Your current broker / referral agreement and commission schedule.
2. Submission checklist and preferred intake email or portal.
3. Any active credit-box updates, state restrictions, or industry exclusions.
We submit clean, fully-packaged files — application, four months of bank statements, ID, voided check, deal summary cover sheet, and supporting collateral or AR aging where applicable. Files are screened internally before they reach you.
If easier, I can hold time this week for a fifteen-minute introduction.
Regards,
{{Your Name}}
Principal, Summit Private Credit
{{you@summitprivatecredit.com}} · {{Direct Line}}
summitprivatecredit.com
To the KKR Credit originations desk,
I'm reaching out from Summit Private Credit regarding broker onboarding with KKR Credit for structured credit.
Summit places privately-originated debt for operating businesses across nine product categories. We carry an active pipeline of lower-middle-market borrowers in your credit box ($10M–$1000M) and want to route qualified files to your desk.
To open the relationship, would you kindly share:
1. Your current broker / referral agreement and commission schedule.
2. Submission checklist and preferred intake email or portal.
3. Any active credit-box updates, state restrictions, or industry exclusions.
We submit clean, fully-packaged files — application, four months of bank statements, ID, voided check, deal summary cover sheet, and supporting collateral or AR aging where applicable. Files are screened internally before they reach you.
If easier, I can hold time this week for a fifteen-minute introduction.
Regards,
{{Your Name}}
Principal, Summit Private Credit
{{you@summitprivatecredit.com}} · {{Direct Line}}
summitprivatecredit.com
To the Oaktree Capital originations desk,
I'm reaching out from Summit Private Credit regarding broker onboarding with Oaktree Capital for structured credit.
Summit places privately-originated debt for operating businesses across nine product categories. We carry an active pipeline of lower-middle-market borrowers in your credit box ($10M–$500M) and want to route qualified files to your desk.
To open the relationship, would you kindly share:
1. Your current broker / referral agreement and commission schedule.
2. Submission checklist and preferred intake email or portal.
3. Any active credit-box updates, state restrictions, or industry exclusions.
We submit clean, fully-packaged files — application, four months of bank statements, ID, voided check, deal summary cover sheet, and supporting collateral or AR aging where applicable. Files are screened internally before they reach you.
If easier, I can hold time this week for a fifteen-minute introduction.
Regards,
{{Your Name}}
Principal, Summit Private Credit
{{you@summitprivatecredit.com}} · {{Direct Line}}
summitprivatecredit.com
To the Sixth Street originations desk,
I'm reaching out from Summit Private Credit regarding broker onboarding with Sixth Street for structured credit.
Summit places privately-originated debt for operating businesses across nine product categories. We carry an active pipeline of lower-middle-market borrowers in your credit box ($10M–$500M) and want to route qualified files to your desk.
To open the relationship, would you kindly share:
1. Your current broker / referral agreement and commission schedule.
2. Submission checklist and preferred intake email or portal.
3. Any active credit-box updates, state restrictions, or industry exclusions.
We submit clean, fully-packaged files — application, four months of bank statements, ID, voided check, deal summary cover sheet, and supporting collateral or AR aging where applicable. Files are screened internally before they reach you.
If easier, I can hold time this week for a fifteen-minute introduction.
Regards,
{{Your Name}}
Principal, Summit Private Credit
{{you@summitprivatecredit.com}} · {{Direct Line}}
summitprivatecredit.com
To the Twin Brook Capital originations desk,
I'm reaching out from Summit Private Credit regarding broker onboarding with Twin Brook Capital for structured credit.
Summit places privately-originated debt for operating businesses across nine product categories. We carry an active pipeline of lower-middle-market borrowers in your credit box ($10M–$500M) and want to route qualified files to your desk.
To open the relationship, would you kindly share:
1. Your current broker / referral agreement and commission schedule.
2. Submission checklist and preferred intake email or portal.
3. Any active credit-box updates, state restrictions, or industry exclusions.
We submit clean, fully-packaged files — application, four months of bank statements, ID, voided check, deal summary cover sheet, and supporting collateral or AR aging where applicable. Files are screened internally before they reach you.
If easier, I can hold time this week for a fifteen-minute introduction.
Regards,
{{Your Name}}
Principal, Summit Private Credit
{{you@summitprivatecredit.com}} · {{Direct Line}}
summitprivatecredit.com