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Tag Archives: small business lending

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Marketing to Small Business Owners: A Broker’s Playbook

UncategorizedBy Oz KonarJuly 18, 2026Leave a comment

A broker sits down at the end of the week, checks the pipeline, and sees the same problem again. Plenty of small business owners need capital, but very few respond well to generic outreach, cold calls, or ad-heavy pitches. Most have already talked to a bank, filled out paperwork, waited too long, and walked away…

10 Customer Care Best Practices for Broker Success

UncategorizedBy Oz KonarJune 27, 2026Leave a comment

A broker takes an application on Monday, gets an approval by Thursday, and assumes the client experience was solid because the funding arrived. Then the client goes silent. No second deal. No referral to their accountant or attorney. No introduction to another owner in the same industry. The file closed, but the relationship never matured…

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