If you haven’t heard, Newtek has been added to the Raymond James financial advisor platform.

Newtek and Raymond James welcome you to submit business lending referrals for your clients (as well as other services) though Newtek’s referral system.

To learn more, please contact me – my contact information is below.

You can also register for your Newtek referrals system account here.

In addition to business lending, Newtek also offers:

  • Property and casualty insurance (business and personal)
  • Payroll, health and benefits solutions
  • Electronic payment processing solutions
  • Technology solutions

You can learn more about our suite of solutions by visiting our website at www.newtekone.com, or learn more about Newtek via stock symbol NASDAQ: NEWT.

I would also like to share with you recent lending solutions we’ve recently closed. Newtek can deliver your clients a proven resource for financing – from $25,000 to $15 million – for a wide variety of needs.

Food Product Manufacturer - $11.3 Million Conventional Loan

  • Acquisition and construction financing
  • Fully amortizing permanent loan term
  • 25-year fixed interest rate

Fashion Boutique - $10 Million Conventional Loan

  • Fund to refinance a high-end retail building plus working capital
  • Extension of amortization to 360 months to reduce monthly payment obligation
  • 10-year fixed interest rate

Electrical Services Contractor - $1,810,000

  • Refinanced high rate equipment leases and extend term to lower payments
  • 10-year term loan included all closing costs to deliver borrower maximum proceeds

Dental Practice - $100,000

  • Working capital to increase advertising and smooth out cash flow
  • Newtek provided a 10-year term loan with no loan covenants

Please reach out to me with any questions or to discuss any specific opportunities you might have.

[RVP Name]
[RVP contact info]