Make the introduction useful

  • The investor audience and markets you work with.
  • The types of projects and financing questions you encounter.
  • How you would like the parties to coordinate an introduction.

Agree the relationship before relying on it

Coastal has a public partner route. Any referral arrangement, compensation, responsibilities or attribution process must be confirmed in the applicable agreement. This website does not establish a partner agreement or promise a commission.

Respect the borrower relationship

Use an agreed, secure process before sharing borrower information. A first partnership conversation can describe the audience and project types without sending someone else’s identity or financial records.

A clear referral path

  • Confirm the investor wants the introduction before sharing contact information.
  • Start a partnership conversation and describe your role, the investor’s strategy and property location.
  • Agree the next contact and responsibilities with our team. Send sensitive project documents only through an approved secure channel.
  • Any referral terms or compensation must be agreed separately in writing; an introduction does not establish an entitlement to payment.