Sara Sudbay
Director, New Sales
Our Promise to ISOs
We pride ourselves on delivering an exceptional experience to the Independent Sales Organizations (ISOs) who choose to work with us. We do a full, upfront underwrite, so our deals stick, and we allow for exception requests by securing additional information as needed.
We understand that our relationships with ISOs are a key part of what enables us to deliver financing to so many small businesses. That’s why we continually look for ways to enhance our operations to make things even better.
We promise to do everything we can to deliver the strongest approvals possible, as quickly as possible – all facilitated by your experienced, dedicated Account Manager.
Accountability and Consistency
Fewer Modifications
9 out of 10 upfront approvals fund without additional mods.
Fewer Stipulations
99% of deals close at the final funding stage without additional stips.
Fewer Hoops
Approvals never require confessions of judgment, landlord waivers, or site inspections.
Best-in-Class Tools and Technology
- Submit deals from your CRM via API
- Manage your pipeline in real time
- Easily tailor offers to meet client needs
- Auto-generate electronic documents
- Track client performance
- Get instant alerts on renewal eligibility
Disclaimer of Partnership
Forward Financing’s reference to brokers/Independent Sales Organizations (“ISOs”) as “partners” and the reference to our working relationship as “partnering” in its marketing materials (including this website) is an industry custom that does not imply or constitute a partnership, agency, fiduciary, employment, or joint venture relationship. Forward Financing and ISOs are independent contractors with no affiliation. ISOs do not have authority to represent or act on behalf of Forward Financing.
What We Look for in Our ISOs
Time in Business
Minimum of 6 months
New Originations
$500K+ per month in total B/C funding
Submissions
100+ subs per month in total B/C funding
Website
Secure site with privacy policy