Johnathan Frank: How to Build, Scale, and Future-Proof a High-Performing Mortgage Brokerage

Jonathan Frank is a Certified Lease & Finance Professional (CLFP) and commercial finance executive with over eight years of experience helping mid-market companies deploy capital for growth while protecting liquidity. As Vice President of Sales at Alliance Funding Group, he built and scaled a commercial finance team from a single contributor into a multi-rep unit responsible for driving more than $100M in originations across diverse industries.

He works closely with CFOs, operators, and business owners to structure $500K to $50M financing solutions for critical capital expenditures, equipment, and technology investments. Known for bringing speed, certainty, and structure to complex deals, Jonathan is actively involved in strategy, underwriting alignment, and execution to ensure solutions fit real-world cash flow needs.

He also served on the Board of Directors for Elite OC, helping grow membership by over 65% during his tenure.

During the show we discuss:

• Why equipment financing is one of the smartest ways to scale without draining cash
• How to structure large financing deals while protecting liquidity
• The key differences between leasing vs. owning assets—and when to use each
• How top lenders bring speed, certainty, and flexibility to complex transactions
• What it takes to secure funding for high-ticket equipment and tech investments
• How to align financing with real-world cash flow and operational needs
• Insider strategies for layering capital to support mid-market growth
• How experienced finance teams turn capital expenditures into growth engines

Resources:
https://afg.com/
https://www.linkedin.com/in/jonathanfrankclfp/