Relationships with Benefits

INSIGNIA Financial Services provides access to a broad supply of Agency, CMBS, SBA, USDA, bank, credit union, life company, debt fund, private lender, and balance sheet capital with the value and convenience of a single relationship.
Provide your clients access to today's most in demand commercial real estate financing while enhancing the value and depth of your client relationships.

Time sensitive referral?

Virtual CFO Pros

Program Benefits

  • No cost to participate
  • Unlimited revenue potential
  • Multiple partner opportunities
  • Expand the services available to your clients
  • Differentiate yourself from professionals in your field
  • Forge strong relationships with clients

Capital Partners

We provide access to the nation's leading capital sources and hundreds of financial institutions

Loans for nearly any purpose

Business Line of Credit

A cost effective way to provide your business a financial safety net.

Term Loans

A flexible form of financing that can be used for almost any business need.

Equipment Financing

Finance or lease tools, machinery, software, appliances, heavy equipment, work vehicles, etc.

Licensed Professionals

Specialized lending solutions offered for licensed professionals and practitioners, such as attorneys, therapists, counselors, educators, physicians, and others.  

SBA Loans

Long-term capital for nearly any business purpose. SBA 7a and 504 loans available.

Hard to Finance Businesses

Finance partnership buyouts, acquisitions, and other transactions with private capital.

Real Estate

Buying, building, refinancing, or remodeling your commercial business space or real estate investments.


Finance growth, strategic investments, and other transactions with crowdfunded loans.

INSIGNIA Financial Services LLC

Why Choose INSIGNIA?


We're a team of seasoned, career lending professionals with thousands of loans funded. No interns, no call centers.

Fast & Simple

Our lending process is fast, efficient, and highly reliable. We provide a transparent diligence and closing process.

Service Excellence

INSIGNIA Financial Services is a client-centric lender and dealmaker. Your success is our success.

Getting Started is Simple


Submit the Partner Registration form.


Complete onboarding and activation.


Earn substantial fees from your client referrals.

Comprehensive Menu of Debt & Equity

We provide financing for nearly every property type and purpose.

Agency Small Balance

An expanded line of multifamily property financing options through Fannie Mae, Freddie Mac, and our Agency Bridge Program.

Non-Agency Loans

Our most competitive product for flexible loans under $6M. Eligible properties include multifamily, retail, light industrial, self-storage and more.

Private Capital

We provide opportunistic private debt capital for a broad array of residential, commercial, and specialty assets nationwide.

Bridge Lending

Our bridge lending programs provide fast, flexible financing for acquisition, renovation and recapitalization scenarios for real estate nationwide.

SBA Lending

Buy or build owner occupied commercial real estate with our high leverage SBA 7(a) and SBA 504 loan options.

CMBS Loans

CMBS platform offers unique fixed rate financing options starting at $5M for multifamily, retail, office, hotel, industrial, and self-storage properties.

Specialty Lending

Our specialty lending programs provide fast, flexible financing for unique business scenarios and real estate projects nationwide.

DIP Financing

INSIGNIA is a direct DIP lender for commercial real estate nationwide. Loans from $1M to $10M. We're fast and efficient when execution matters most.

Private Equity

We utilize our experience and deep network to provide exposure to third-party institutional private equity and hedge funds.

Partner with INSIGNIA

Provide your clients access to today's most in demand commercial real estate financing.

Generate substantial revenue while enhancing the value and depth of your client relationships.

Contact Us

Please use this contact form to get in touch with us concerning the Partner Program. We will respond promptly.  

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