Referral Partners

Get your clients funded in days,
not months.
Earn on every deal you send.

$10K–$3M, no personal collateral, human advisor, revenue-based underwriting. Your clients get capital. You get paid. Simple.

✓ No quotas or minimums ✓ Status updates through close ✓ Dashboard to track everything
Get Your Referral Link →
Referral Partner Program
$10K – $3M
Business funding, no personal collateral
Underwriting Revenue-based
Turnaround Days, not months
Collateral Not required
Advisor Human, not a chatbot
Who It's For

Anyone whose clients hit cash-flow walls.

CPAs & Accountants

When clients ask about working capital or growth funding, you have a real answer that reflects well on your advisory relationship.

Business Attorneys

Clients expanding or restructuring need more than legal advice. A warm capital referral adds genuine value to the relationship.

Small Business Coaches

Growth stalls without capital. When a client's ready to execute but underfunded, a well-timed referral moves the whole engagement forward.

Franchise Consultants

Franchisees need capital for equipment, buildout, and working capital. Revenue-based financing is often the cleanest path to funding.

Bookkeepers & Controllers

You see the cash flow picture. When a client has the revenue but needs working capital to scale, you can connect them to the right solution.

Commercial Brokers

Whether you're brokering deals or advising on growth, client funding needs come up regularly. A reliable capital referral keeps you in the loop.

How It Works

Three steps. Real money.

1

Sign up, get your link

Fill out the form below. Instantly receive a unique referral link (/r/YOURCODE) and access to your partner dashboard.

2

Share it with clients

Send the link to clients who need $10K–$3M for working capital, equipment, expansion, or any growth need. We handle the rest.

3

We pay you per funded deal

When a client gets funded, you earn. Track all submissions, statuses, and estimated referral fees in your partner dashboard — no spreadsheets, no guessing.

What You're Referring

Something you can stand behind.

Revenue-based underwriting
Credit decisions based on actual revenue, not just credit scores. Better for your clients, faster decisions.
$10K – $3M range
From small working capital needs to meaningful growth investments. Covers the vast majority of SMB funding requests.
No personal collateral
Most products don't require personal guarantees or collateral. Removes the biggest barrier for your clients.
Human advisor, not a chatbot
Every applicant works with a real person who walks them through options and stays in touch through close.
Common Questions

Got questions? Answers below.

How does the referral commission work?

You earn a percentage of the funded amount on every deal that closes. Standard commission is 1.5% of the total funding — so a $100K deal earns you $1,500. Commission rates are displayed on your partner dashboard and confirmed before any deal moves forward.

What's the payout process?

Once a client is funded, we'll send your referral fee within 30 days via check or ACH — your choice. No invoicing required on your end. If a deal falls through after closing (rare, but it happens), we don't claw back paid commissions.

How do I track my referrals?

Every partner gets a real-time dashboard at /r/YOURCODE/dashboard. You'll see each referral's status (Applied → Under Review → Offers → Funded), the estimated commission, and email alerts whenever a client moves stages. No login required — the code is embedded in your link.

What types of businesses qualify for funding?

We fund U.S.-based businesses with at least 6 months in operation and documented monthly revenue. Amounts range from $10K to $3M. Industries we see frequently: retail, professional services, healthcare, construction, hospitality, e-commerce, and franchise operations. Personal credit score is not the primary factor — we underwrite on revenue performance.

Is there a minimum number of referrals required?

No. There's no quota, no minimums, and no exclusivity requirement. Send one client or one hundred — the commission structure is the same. We don't track "activity" or penalize partners who refer infrequently.

Do I need to be licensed or registered to refer clients?

No. You're making a business introduction, not originating or servicing a loan. No financial licenses, registrations, or compliance obligations are required on your end. We'll send you a simple partner agreement to acknowledge — that's it.

How long does funding take once a client applies?

Most funded deals close within 5–15 business days of application, depending on complexity. We give partners and clients real-time stage updates so you're never left guessing where a deal stands.

Partner Dashboard

See what you'd get.

Track every client referral, follow their progress through Applied → Under Review → Offers → Funded, and see estimated referral fees — all in real time.

  • Live status for every submission
  • Estimated referral fee per deal
  • One-click client submission form
  • Email alerts when your clients move stages
  • No login required — code-in-URL auth
View sample dashboard →
Partner Dashboard
Code: TEST123
4
Submissions
2
Funded
$87.5K
Est. Fees
Coastal Hospitality Group
Funded $75,000
ClearView Analytics
Offers $120,000
Meridian Medical Supply
Under Review $250,000
Get Started

Create your partner account.