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 FOR FINANCIAL ADVISORS

CapitalHub | Client Lending Solution

Access, Guidance & Advocacy 

Osaic CapitalHub offers tailored lending solutions designed to support your clients at every stage of growth. From an entrepreneur seeking capital for a new venture, a real estate developer financing a project, or a business owner looking to expand operations, we have partnered with Community Capital to provide range of credit options to enable clients to achieve their professional and personal financial goals.

With direct, on-demand access to an extensive network of banking and lending institutions, our Captal Solutions team provides personalized guidance at every stage of the lending process. From identifying your client’s needs to presenting customized options and then supporting them through every step to loan closing, our aim is to ensure a smooth, results-driven experience.

For more information about how Osaic CapitalHub can assist your clients or to discuss a specific opportunity, please fill out the form or contact our team directly.

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Lending Solutions for Every Client Need 

Whether your client is purchasing a home, refinancing, expanding their business, or financing a specialty asset, our partners at Community Capital will connects them with tailored lending solutions across a broad range of loan types. Explore options and submit a detailed loan inquiry to get started.

Residential Mortgages

Whether your client is purchasing a primary residence, refinancing an existing home, or acquiring a vacation property, our residential mortgage solutions provide competitive options with concierge-level support. On the next page, you or your client can submit a detailed loan inquiry to begin exploring mortgage options tailored to their needs.

Commercial & Specialty Loans

From business expansion and investment real estate to unique assets like aircraft or marine financing, our Commercial & Specialty loan solutions are designed to support a wide range of complex financing needs. You or your client can submit a detailed inquiry on the next page to get matched with the right lending solution.

To speak with the Osaic's Capital Solutions Team directly, please contact:

Lorena Olivas - Round WhiteLorena Olivas
Osaic Capital Solutions
E: capitalsolutions@osaic.com
T: (866) 495-0958

Access a Nationwide Network of Financial Institutions & Other Originators
Current PNC Bank Members include:

Interstate Bank
Heartland State Bank
FNBLogoKY
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Exploring Lending Solutions with Clients | Overview

Learn more about the CapitalHub client lending service, the various loan options available, and essential questions to ask during your client discussions.

Discover how our team supports you and your clients at every juncture of the process - from initiating the conversation to guiding clients through to loan closing.

Brochure Snapshot

Value Add for
Osaic Advisors & Clients

Solution Highlights

  • EXCEPTIONAL ACCESS

    Nationwide network of over 1,400 institutions available on-demand to review each client opportunity 

  • DIVERSE OPTIONS

    Lending solutions across multiple asset class and loan types ensures that almost any client credit need can be supported

  • ANONYMOUS

    All requests are posted anonymously - clients can post an inquiry and review proposals prior to sharing information

  • EXPERIENCED GUIDANCE

    Each opportunity is reviewed and optimized by a dedicated team of credit specialists prior to posting on the marketplace

  • DEDICATED SUPPORT

    The Osaic & CCT teams work with you and the client at every step to facilitate communications with lenders

  • DEEPER CLIENT INSIGHTS

    Providing credit solutions gives wealth managers an even deeper understanding of their client's financial needs, goals

Recent Case Study | Interstate Bank (TX)

" Finding loans to buy is frustrating for a bank our size. In the past, we have had to turn to five different sources to access five different types of loans. So having just one place to turn to that we can trust to help us with the entire process is a game changer..."

DannySkarda

Danny Skarda 
Chairman & CEO

Creative Planning Lending - Case Study Biz Financing

Creative Planning | Client Credit Opportunity Case Study

Frequently Asked Questions.

Security

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Deal Flow

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Lending Insights | Client Stories & Education

“My company has a lot of growth opportunities, but we needed some additional capital to keep on track with our near-term expansion plans.
 
The CapitalHub solution helped quickly identify a bank that could provide us with the capital and financing terms we sought. Having support and input throughout the process was invaluable.”
_________
 
James B. | CEO
$10Bn Manufacturing Firm (IN)
Osaic Loan Marketplace

EDUCATION

More About Lending

CASE STUDIES

Client Stories & Solutions
Commercial & Industrial ("C&I")

Client Stories & Solutions
Commercial Real Estate ("CRE")

Case Studies | Client Lending Stories

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A photo of Shaun Benson, Marketing Manager, Agriflora Inc.
Shaun Benson, Marketing Manager, Agriflora Inc.

Commercial Lending

Residential Mortgages

Specialty Lending (SBLOC, Aviation, Marine)

Commercial Lending

Residential Mortgages

Specialty | SBLOC, Aviation, Marine

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To learn more about CapitalHub and our other
Client Lending Solutions, please contact:

Osaic Capital Solutions
Lorena Olivas | CapitalHubTeam
  capitalsolutions@osaic.com
 (866) 495-0958

The Loan Marketplace is a being supported by the Osaic Capital Solutions and Community Capital Technology Inc. Osaic is not providing investment, legal, tax, financial, accounting, or other advice to you or any other party, and is not acting as an advisor or fiduciary in any respect in connection with providing this information.