Notice

TAB Bank will be performing scheduled maintenance on Tuesday, November 19th, beginning at 9:00 PM MT and ending at 11:00 PM MT. You may experience intermittent issues with online banking services and delayed transaction data during that time. We appreciate your patience and understanding.

Referral Partnerships

We’re Looking Out for Your Reputation and Your Clients

You work hard to build relationships with your clients. You deserve a partner you can trust to help them. We have the experience and know-how you can count on to do just that. It’s why everyone from accountants and attorneys to bankers and private equity firms look to us for assistance with their clients.

Have a Client in Need of Working Capital Financing?

Referrals

Please complete all fields below.

We are confident that our unique blend of benefits make us the best partner out there for your clients and contacts.

A La Carte Flexibility. We know there is no such thing as one-size-fits-all when it comes to business lending and financial services. Every deal we fund is a custom solution designed specifically to meet the needs of the borrower.

High Advance Rates. As a bank, there is no need for a middle-man to finance our deals. The savings from our low cost-of-funds model is passed on to clients to infuse more cash directly into their companies.

Covenant-Lite Experience. Because ABL and AR finance rely on invoices as collateral, our contracts require only a minimal number of covenants which are communicated clearly and transparently to customers.

Referral Partnerships - graphic of two individuals shaking hands

Due to the nature of our receivables-based lending products, TAB Bank is able to fund deals and service clients that other banks have to turn away. We make it easier for you to say “yes” and “I’ve found you a great solution” to clients that you may otherwise have to pass over.

TAB Bank offers a variety of receivables-based lending products, allowing us to fit the financing to the needs of the borrower.

  1. Asset-based lending is ideal for midsized or growing businesses that have a high percentage of current assets, need working capital to sustain momentum or expand their business, have seasonal or cyclical natures, have outgrown their current lender, or need a more flexible financing solution.
  2. AR financing works for many businesses, but small to mid-sized businesses that have strong customers but a weak balance sheet, companies experiencing fast growth, businesses with minimal assets, and businesses with either bad credit or a poor sales history are particularly good candidates.
  3. Invoice factoring is available to B2B companies looking for an alternative to traditional business loans or lines of credit. TAB finances business in a variety of industries, including: service providers, wholesalers, distributors, manufacturers, importers, transportation, staffing, IT consulting, and others.

We recognize and value the role of our referral partnerships. In addition to great rates from our low cost-of-funds model, TAB Bank is committed to providing a great customer experience for all our customers. The high customer satisfaction ratings we receive also reflect positively on the partners who choose to recommend us.

In addition to our partnerships with accountants, attorneys, bankers, and other lending groups, TAB Bank also offers compensation to licensed brokerages who refer deals for funding. Commissions are based on the size, type, and longevity of each deal. Request a copy of our most recent Broker Agreement by clicking “Become a Partner” below.

Become A Partner

Please complete all fields below.