Roles & Services

Business Consultant
COGO Capital
Capital Lending Services
(Up To $1MM + USD)
631.966.9703
www.CogoCapital.com

As an added business incentive Carter One Marketing specializes in and offers Financial Broker Lending Consultant Services

Introduction
As a leading Financial Broker Lending Consultant, we specialize in guiding clients through the complex landscape of borrowing and lending. Our goal is to provide tailored financial solutions, offering expertise in securing the most favorable terms for loans, mortgages, and other forms of credit. We bridge the gap between borrowers and lenders, ensuring our clients achieve their financial objectives with optimal efficiency and minimal risk.

Key Services Provided:
Loan & Mortgage Advisory
We assist individuals, businesses, and real estate investors in identifying and securing loans that best align with their financial goals. Our services cover:

• Residential Mortgages
• Commercial Lending
• Investment Property Financing
• Refinancing Options

Credit Assessment & Strategy Development
Our team evaluates your current credit profile to recommend effective strategies for improving creditworthiness, ensuring better loan terms, and avoiding common pitfalls that hinder loan approval.

Loan Application & Documentation Support
Navigating the paperwork and legalities involved in the lending process can be daunting. We streamline the process by assisting with loan applications, documentation, and submission, ensuring accuracy and compliance.

Lender Negotiation & Rate Comparison
We work directly with a network of lenders to negotiate the best rates and terms for our clients, utilizing our established relationships and in-depth market knowledge to secure favorable deals.

Business Financing Solutions
For business clients, we offer a range of financing options, including:

• Small Business Loans
• Equipment Financing
• Working Capital Lines of Credit
• SBA Loans

Refinancing & Debt Restructuring
We provide strategic advice on refinancing existing debts to reduce interest rates, improve cash flow, or consolidate multiple debts into a single, more manageable loan.

Value Proposition

• Expert Knowledge: With years of industry experience, our team possesses the market insights and expertise to guide clients through every stage of the lending process.
• Tailored Solutions: Every client is unique. We take the time to understand individual financial situations and design solutions that meet their specific needs.
• Comprehensive Network: Our extensive network of lenders—from traditional banks to alternative lenders—allows us to find the most competitive and flexible loan options.
• Efficiency & Transparency: We prioritize clarity and simplicity, ensuring that our clients fully understand their options and the steps involved in securing financing.
• Customer-Centric Approach: From initial consultation to loan closure, we offer continuous support, keeping clients informed and empowered throughout the process.

Target Audience

• Individuals seeking to purchase homes, refinance, or consolidate debt.
• Real Estate Investors looking for financing solutions tailored to investment properties or large-scale projects.
• Small & Medium Businesses (SMBs) in need of working capital, expansion financing, or specialized loans.
• Corporations requiring tailored business loan solutions and restructuring advice.
• High Net-Worth Individuals (HNWI) seeking personalized lending options for large investments or complex financial needs.

Consultation Process

Initial Consultation
We start with a detailed consultation to understand your goals, financial situation, and challenges. This helps us assess your needs and identify the best course of action.

Loan Product Recommendations
Based on your specific needs, we recommend the most suitable loan products and options, outlining the pros and cons of each choice.

Lender Selection & Negotiation
We present you with a selection of lending partners and negotiate the best rates and terms on your behalf.

Application & Documentation
Our team handles the paperwork and ensures that all required documents are properly prepared and submitted to expedite the approval process.

Ongoing Support & Review
After your loan is secured, we continue to provide support, offering refinancing opportunities or debt restructuring as necessary.

Why Choose Us?

• Customized Solutions: We don't believe in a one-size-fits-all approach. Every solution is designed with your financial aspirations in mind.
• Experienced Consultants: Our team is highly trained and up to date with the latest lending products and market trends.
• End-to-End Service: From consultation to loan approval, we handle every aspect of the borrowing process for you.
• Proven Track Record: We have successfully helped hundreds of clients secure financing under favorable terms, establishing long-term relationships built on trust.

Contact Us
For a consultation or to learn more about how our financial broker lending consultant services can assist you, please contact us:
Phone: (443) 523-7728
Email: bcarter@carteronemktg.com
Website: carteronemktg.com

Corporate Venture Capital Fundraising Consultant
Harvard Oxford, LLC & Berkley Enterprises, LLC
Research, Develop and Obtain investment capital and lender financing for commercial real estate ventures in the area of Hotel/Resort Properties as well as Retail Shopping Plazas & Strip Malls. Assist with all market studies (i.e. Environmental, Feasibility). Develop and produce business plans & executive summaries showcasing all projections and proforma spreadsheets with marketing plans.

Business Development Specialist/Marketing Consultant
Stedman Graham & Partners
Generated New Business Opportunities in the multicultural/diversity area of Fortune 100-1000 corporations to increase client base for the agency. Also performed strategic planning, marketing analysis, and market research duties on the buying habits of consumers of a product, good and or service as well as business to business buying/selling practices. Created and executed proposals for all new business development opportunities. Industries of Concentration where new business was obtained was Automotive (Mercedes Benz, USA), Electronics, Apparel, Health and Beauty and others. Other responsibilities included being a Senior Level Account Management Execute assisting with the overseeing of SGP clients.