Your clients got turned down. Send them our way.
You already know which clients need funding: the bank said no, cash is tight, or they're waiting on receivables. Share one link, we handle everything, and you earn a referral fee when they're funded. Your clients never pay us a cent.
Share your link
You get a personal referral link and can also send clients straight to the application. Every application that starts from your link is credited to you.
We do the work
We pre-qualify, collect statements, send the file to several funders that fit, and walk your client through every offer, in English or Spanish.
You get paid
When your client is funded, you earn a referral fee under a simple written agreement. You'll see who you referred and what funded.
Who it's for
- Accountants, CPAs, and tax preparers
- Bookkeepers and fractional CFOs
- Payment processors and merchant services agents
- Insurance agents and commercial brokers
- Other funding brokers with files outside their box
What your clients get
One application to several funders, decisions based on their deposits rather than their credit score, every offer's total payback in plain numbers, and no fee to them, ever. We'll tell them honestly if a bank or SBA loan would serve them better.
If your profession has rules about referral fees (for example, CPAs), we'll set up the agreement to fit them, and you handle any client disclosure your rules require.
You're in!
Your referral link (we also emailed it to you):
See if your sales can get you funded
Two minutes, no fee, no credit pull from us. Prefer to talk? Call (786) 977-8795.