Wealth advisors
Loan terms, balances, and payment history help inform conversations about the client’s capital and cash flow.
For advisors and professional relationships
Your client’s private loans.
Less to coordinate.
When a client lends to someone they know, your advice helps shape the decision. JTM Secure manages the administration that follows, with agreements, statements, and payment history to support your work.
Where JTM Secure fits
A useful record for your work.
A private loan can continue for years. Keep the agreed terms and subsequent activity in view as your client’s needs evolve.
CPAs and attorneys
Work from the signed agreement, statements, and recorded changes when advising on the client’s arrangement.
Family offices and trustees
Follow the agreements and payment activity behind a client’s privately arranged loans. Records can support ongoing oversight and reporting.
Commercial banks
For a client providing their own capital, introduce a service that handles private loan documentation and ongoing servicing.
An introduction
Introducing JTM Secure to a client.
Your client is considering a loan.
They plan to provide capital to a business or person they know.
You introduce JTM Secure.
Use the loan example to show how terms, costs, and repayment fit together.
The client makes the decision.
Your client evaluates the request with the advice they need and chooses the terms they are willing to offer.
The record stays with the loan.
The signed terms and subsequent activity provide a reference for future conversations, with sharing authorized by the client.
Introducing JTM Secure from a commercial bank
A privately funded loan
The client provides the capital and makes the lending decision. JTM Secure manages documentation and servicing.
Formal arrangements
An introduction is separate from a formal referral partnership, which requires agreed terms.
Access to client records
The client authorizes sharing. Access to agreements, statements, and other records follows the permissions for that relationship.
See the service from your client’s side.
Explore a lender’s decisions, the cost breakdown, and the ongoing loan record.