CMCC Resource Guide
Professional Partner Referral Guide
A structured way for bankers, CPAs, brokers, attorneys and vendors to introduce a financing scenario to CMCC.
Describe the Need
What is the client trying to accomplish?
Give the Scale
Approximate amount, business/property type and timing.
Name the Obstacle
Why is the client asking for help now?
Protect the Client
Do not email sensitive personal or financial records during the initial referral.
Educational resource only. This guide is not a financing approval, commitment, tax advice, legal advice or a substitute for source-specific underwriting requirements. Program requirements can change.
Have a real scenario?
Use the guide to organize the question, then let CMCC review the facts.
Continue Your Research
Related CMCC Tools & Financing Paths
Use the resource to understand the issue, then move to the relevant calculator, financing path or application when the scenario is ready.