Broker Partnership Program
Why Top Brokers use Halo Loan Xchange to close more deals
A complete breakdown of every advantage, tool, and benefit available to credentialed broker partners on the platform.
$2B+
UPB on Platform Annually
5
Commercial Verticals
48hr
Avg. NDA Turnaround
100%
SBA SOP 50 57 Compliant
$0
Cost to Join
1-2
Days to Credential
Core Broker Benefits
Six powerful advantages that make Halo Loan Xchange the go-to platform for brokers who serve institutional and private capital clients.
Get paid at closing — every time.
Earn referral fees on every successfully closed deal originating from your network. No overhead, no servicing, no ambiguity. Commission is paid directly at closing with full transparency from offer to wire.
Transparent fee schedule — no surprises
Paid directly at closing, no chasing
Co-brokerage arrangements available
Scalable — the more you refer, the more you earn
Off-market assets your clients cannot find anywhere else.
Halo Loan Xchange is the only institutional marketplace dedicated to SBA default notes. Give your investors access to distressed assets that never hit the public market — institutional-grade notes at significant discounts to UPB.
Hundreds of millions in UPB available annually
Listings across 5 commercial verticals
Notes not listed on any public exchange
First-look access for credentialed brokers
Every deal is fully documented and legally compliant.
All listings come with complete due diligence data rooms, CAIVRS reporting, and verified seller documentation. Your clients can transact with confidence knowing every note meets federal SBA liquidation standards.
Full CAIVRS reporting included
Verified seller documentation on every listing
Digital NDA execution — avg. 48hr turnaround
Risk-reviewed vendor packets available
Close deals faster than traditional brokerage channels.
Streamlined bidding workflows, digital NDA execution, and a transparent deal process mean your clients can move from discovery to closing without the delays of legacy brokerage. Everything is digital and auditable.
Online bidding — no phone tag or fax
Digital NDA signed in minutes
Real-time bid status for buyers
Full audit trail from offer to close
Something for every buyer profile in your network.
Steady deal flow across the most in-demand commercial verticals means you can serve a wide range of investor clients — from hospitality-focused funds to healthcare facility buyers — all on one platform.
Hotels and hospitality assets
Restaurants and food service
Healthcare facilities
Self-storage and convenience stores
New verticals added continuously
Turn existing relationships into recurring revenue.
You already have the investor relationships. Halo Loan Xchange gives those investors somewhere to put their capital. Plug your private investors, family offices, and buyer groups into exclusive SBA note opportunities without adding complexity to your practice.
Onboard unlimited investor clients
White-glove onboarding for your buyers
Buyer-specific alert profiles configured for you
Your brand stays front and center
Built for Brokers
A Dedicated Channel for Your Investor Relationships
Halo Loan Xchange gives credentialed brokers a direct, transparent pipeline from referral to closing — with real-time visibility into every deal you bring to the table.
Track every referral from introduction through closing
Commission paid directly at closing, no chasing
A dedicated broker relations desk for support
Platform Tools for Broker Partners
Every tool you need to manage your pipeline, serve your clients, and close more deals — included at no extra cost.
Deal Pipeline Dashboard
Track every referral from introduction through closing. Real-time status on bids, NDAs, and award decisions.
Smart-Match Alerts
Automatic email and SMS notifications when a listing matches your buyer criteria. Never miss a relevant deal.
Full Data Room Access
Appraisals, environmental reports, legal opinions, financials — all organized and ready for buyer due diligence.
Digital NDA Workflow
Buyers execute NDAs electronically, unlocking full disclosure packages typically within 48 hours.
Dedicated Broker Support
A dedicated broker relations desk to assist you and your clients throughout every transaction.
Priority Listing Access
Credentialed broker partners receive early access to new listings before broader platform release.
No Licensing Fee
Zero cost to join as a referring broker. Apply, get credentialed, and start referring — no barrier to entry.
Nationwide Coverage
Listings across all 50 states from SBA-regulated lenders. No geographic restrictions on your referrals.
Transparent Commission
Commission structure spelled out in your partner agreement. No interpretation, no disputes, no delays.
Ready to Partner?
Applications reviewed within 1–2 business days. No licensing fee. No commitment until a deal closes.
Apply to Become a Partner Broker2024 Halo Loan Xchange · Institutional Access Only
See How Halo Loan Xchange Helps Brokers Close More Opportunities
Competitive commissions, exclusive deal flow, and dedicated broker support — all on one platform.
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