Conversion from initial
inquiry to "closing" increases, when the borrower speaks with us and understands
the Stock Loan program. Direct contact and communication with the borrower
is essential and a requirement.
Popular and Effective Method: We
contact the borrower promptly without you
getting involved. This is the
preferred method because we are the experts in explaining the Stock Loan program
and answer all their questions. During the discussion, we will ask the
borrower to complete the
Application Stock Loan form. We remind the borrower that the Stock
Loan quote is Free and there is NO obligation.
Send us an email or call
with borrower information, so that we have a record of the inquiry. We
want to make sure that when the loan closes, you get
referral fee. Again, you do NOTHING
except provide us the borrower's contact information. We do ALL the work
and you get PAID. It's really that easy!
1. Borrower completes the FMC
Stock Loan Application and you send us the form. All information must be
provided, including, name, address, phone number, email address. The
Fillable/interactive form can be typed by the borrower with the required
2. We contact the
borrower and review the completed form and answer all their questions.
3. After we have talked to the borrower, received the completed form with
securities information, and reviewed it; we submit it to our securities analyst
who will calculate the LTV and rate for the requested loan term. At this
point, a term sheet and a two-page application is sent to the borrower. The term
sheet outlines the terms of the loan with the LTV, interest rate, applicable
securities, and number of shares, and term length of the loan.
Depending upon the type of USA
publicly free traded securities, it typically takes 1-2 business days. Foreign
securities may take several business days or more.
The most attractive interest rates and
terms and conditions are available to those stocks with good strong and steady
volume and price, and low volatility. Prices over $5/share typically get
best prices as long as volatility is low and volume is strong and steady.
Exxon, Proctor and Gamble, and Cisco are considered blue chip stocks and ideal
cases. Strong and steady volume is highly prized as it allows some
predictability baselines. Good stocks, like good investments, always get
the best terms. A precise FREE analysis will be provided when you apply.
Stability, trading volume and price are factors in determining the interest
rate, term and LTV. The leading indicators when determining the
eligibility of a stock as collateral are going to be exchange, volatility, share
price, liquidity, trends, filings, short term trading volume and long term
trading volume. When providing a FREE quote, we will explain how these
factors relate to "your" securities presented as collateral. No