Referral Partner Program

Your clients need capital. Send them to us and get paid on every funded deal.

You already have the relationship. We do the underwriting, the funder shopping, the paperwork and the follow-up. You get a referral commission and a client who thanks you for the introduction.

Who partners with us

If you talk to business owners, you're a fit

Our partners see cash-flow pressure before anyone else does. We turn that moment into a funded deal.

Payment agents and ISOs

Add funding to your merchant conversations. Your merchants already share statements with you, which is most of the file. Residual-friendly: processing stays yours.

Accountants and bookkeepers

You see the cash crunch coming at tax time, payroll and year-end. Give clients an option that doesn't involve a six-week bank process or a personal credit card.

Equipment dealers and vendors

Close more sales by offering financing at the point of quote. We fund the purchase; you ship the equipment and keep the customer.

Mortgage and commercial brokers

When a client doesn't fit a bank product, don't lose the relationship. Refer the working-capital piece to us and stay their first call.

Franchisors and associations

Give your franchisees or members a vetted financing resource for openings, renovations and seasonal inventory, with reporting back to you.

Consultants and business coaches

Growth plans stall on capital. Hand clients a fast, honest option and a team that explains every offer in plain dollars.

How it works

Refer in two minutes. We handle the rest.

Send the introduction

Submit the referral form below, forward an email intro, or give the client your partner link. A name and phone number is enough to start.

2 minutes

We work the file

Our advisor calls the client within one business hour, collects the package, and shops it to our funding partners. You get status updates at each stage.

Same or next business day

Client funds, you get paid

When the deal funds, we pay your referral commission. Repeat and renewal business from the same client pays you again.

Paid on funding

Partner terms

Simple, transparent, and repeatable

We'd rather have a hundred partners who send us one deal a month than chase one-off leads. The program is built to be worth your time.

Referral commission on every funded deal, including renewals, paid within days of funding. [Set exact split before launch.]
Your client stays your client. We never cross-sell your merchants on processing without your say-so, and we never share your referrals with other partners.
Two ways to work: hand off the client entirely, or stay on the call and we support you.
Deal status visibility. You know when the client was contacted, approved and funded.
No quotas, no exclusivity, no fees to join.

Become a referral partner

Tell us about you. We'll be in touch within one business day.

Thanks. We'll be in touch.

Someone from our partnerships team will reach out within one business day with program details and your referral link.

Have a client ready now?

Refer a business today

Already a partner, or just want to send one deal? Use this form and we'll call the client within one business hour.

Referral received

We'll call your client within one business hour and keep you posted on progress.