Broker Network Expansion Leverage Mar Vista's broker-centric model and dedicated Personal Account Managers to accelerate deal flow across the United States. Develop a program to recruit equipment dealers and SMB finance brokers with co-branded marketing, simple onboarding, and broker incentives to increase referrals for leases up to $100,000.

Flexible Underwriting Highlight the case-by-case underwriting and multiple programs as a differentiator for SMBs with non-standard equipment needs. Use this flexibility to position Mar Vista as a faster, more adaptable alternative to traditional banks, enabling cross-sell across various industries and equipment types.

Vertical Strategy Target high-frequency equipment categories where small-ticket leases are common, such as IT hardware, office equipment, healthcare devices, and light construction gear. Build vertical-specific outreach and partner with suppliers to offer financing options at the point of sale.

Speed and Reach Capitalize on nationwide reach and streamlined documentation to promise rapid funding for SMBs and brokers. Partner with national distributors, franchise networks, and ecommerce vendors to scale deal intake and improve funding velocity.

Scalable Growth With a lean team and mid-range revenue, focus on scalable growth through enhanced CRM, broker dashboards, and digital onboarding. Invest in marketing automation and broker referral programs to expand the pipeline and improve retention among partners and clients.