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United Capital Source’s #1 goal is customer satisfaction. We pride ourselves on delivering a great client experience. Below is a recent success story from one of our clients.

CLIENT

Steve Currie, owner of child daycare and learning academy

THE OPPORTUNITY AND THE CHALLENGE

Steve’s an experienced small business owner who’s seen it all before. His experiences with business lenders prior to contacting UCS were uniformly bad. No reason given for a denial. No follow up or communication back to him. The worst? Astronomical hidden fees.

But Steve stayed persistent. What successful small business does otherwise? He was carrying a high balance with his current lender and wanted to connect to a small business lender with a renewal program that offered increasingly advantageous terms as they built a long term relationship..

HAPPY DAYS

Aaron Gower, a UCS account exec, started working with Steve, helping him close out his relationship with the last lender, who was giving Steve the runaround instead of providing him with his loan payoff letter. Through much persistence of his own, Aaron was able to get Steve his payoff letter so they could start to look forward. Aaron explains his approach, “We had to be a team on this one every step of the way to foresee any issues and navigate the process to be successful in getting him a program that was acceptable to him and his business.”

Steve and Aaron reviewed every detail: credit score, status of current paperwork, reasons Steve had been denied funding in the past – everything. Using this information and his industry expertise, Aaron put together a plan that got Steve multiple funding offers for his business.

BOTTOM LINE

Aaron knew “The biggest barrier I had to overcome was getting Steve to trust that we can help him.” Aaron set about earning Steve’s trust by walking through all the details of Steve’s current situation, as well as reviewing every funding update, good or bad, to discuss the best way to move forward

Now Steve is on the path to building a long-term, trusting relationship with a business lender, which only means easier, less costly access to working capital loans to invest in his business.

WHAT HE SAID

“Very well, they are concerned and work to get the best funding for your company.”

At United Capital Source, we have provided over $500 million of small business loans to thousands of businesses from a wide range of industries. As banks continue to make it difficult for businesses to source business funding quickly, we provide you with the cash you need to operate your business.

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your small business.

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