Partner program
Your client needs commercial real estate capital. Send it to Forge.
Forge Capital Advisory places commercial real estate deals through direct lender relationships. You bring the client. We screen it in minutes, run the deal, and keep you updated until it funds.
What we place
Commercial property deals that need the right lender, not just any lender.
Forge sits inside Big Think Capital, a national small-business lender with more than a decade of working capital behind it. Real estate is the next thing we’re built for.
Transaction types
- Acquisition
- Refinance, including cash-out
- Bridge and short-term capital
- Properties with existing debt in place
Property use
- Investment property leased to tenants
- Owner-occupied, borrower-operated business
- Mixed: borrower occupies a portion, leases the rest
Who refers to Forge
- ISOs and brokers with business-owner clients
- Commercial real estate agents
- CPAs, attorneys and advisors
- Mortgage and residential loan officers
How a referral works
Four steps. You own two of them.
We kept the partner side short on purpose. You screen and send. The Forge team does the rest and keeps you in the loop.
Step 1: Screen it in Forge IQ
A few fields on the property and the ask. You get a green, yellow or red in under a minute. No income or rent figures needed up front.
Handled by YouStep 2: Send your client the application
One link. Your client completes the Forge real estate application and uploads documents directly.
Handled by YouStep 3: Forge runs the deal
Our real estate team takes it from submission through lender placement and closing. Nothing bounces back to you to chase.
Handled by ForgeStep 4: You get the updates
Your coordinator reaches out on every lender action, and at least weekly even when nothing has moved.
Handled by Forge
Forge IQ
Know whether a deal has a home before you send it.
Forge IQ scores a deal against the lender programs we actually place with. You answer a handful of questions about the property and the request, and you get a straight answer: green, yellow or red. No rent rolls, no financials, no waiting on a lender to call back. You walk into the client conversation knowing where the deal stands.
- Transaction type
- Acquisition
- Property use
- Investment, leased to tenants
- Property type
- Multifamily, 12 units
- Existing debt on property
- None
- Requested amount
- $1,850,000
Green
Send the application. The Forge team takes it from here.
What the three answers mean
Green
The deal fits a program. Send your client the application and the Forge team submits it with a document checklist in hand.
Yellow
Close, with questions. The Forge team reaches out to you or the client for a few specifics before anything is submitted.
Red
Not a fit today. You know in a minute, not in three weeks, and you can tell your client the truth.
Refer a deal
The Big Think Capital referral link.
Every Forge real estate deal starts through the Big Think Capital application. Send this link to your client, or walk through it with them on a call.
Make sure your name goes in the referral source on the application so the deal is tagged to you from day one.
Your client stays your client.
Forge works the deal directly with the lender. We never hand your client off to a third-party broker, and we never market to them behind your back.
One point of contact.
A Forge coordinator is assigned to every referred deal. You always know who to call and where the deal stands.
Direct lender relationships only.
We place with lenders we work with directly. No super-broker chains, no mystery about where the file went.