Referral Process
Review the referral agreement and sign before submitting any deals.
Share borrower and request details by emailing us.
Our team evaluates the situation and identifies what may be possible.
We assess funding paths based on structure, urgency, and profile.
When a deal closes and we receive compensation, partners receive their share per the agreement.
Required Step
Referral partners should review and sign the referral agreement before submitting deals. The agreement defines compensation, protects both parties, and establishes the process.
FAQ
Brokers, lenders, ISOs, and deal sources can submit declined business loan deals through our referral partner process. We work with second look lenders and a broader lending network. Deals are reviewed and may be matched with appropriate funding sources when possible. A signed referral agreement is required before submitting deals.
Different lenders have different credit boxes. Some programs may consider borrowers starting around 500+ FICO depending on deal structure, revenue profile, time in business, and collateral. Equipment-backed or revenue-based situations may create additional possibilities. Approval is not guaranteed.
Yes. Banks, credit unions, and other lenders with declined files or exposure caps can refer deals through our referral partner program. When a lender cannot fund a deal due to policy, exposure limits, or credit box, the deal may qualify for a second look through our broader lending network.
Yes. Referral partners must review and sign the referral agreement before submitting any deals. The agreement defines compensation, protects both parties, and establishes the process. Deals cannot be submitted until the agreement is signed.
Referral partners receive 35% revenue share on funded transactions. Payment is issued within 30 days of receipt of funds. Compensation is based on successful placements—not introductions alone. The full terms are in the referral agreement.
Deals typically range from approximately $10,000 to $5,000,000+ depending on structure. Financing options vary by lender and product type. Each deal is evaluated based on multiple factors including amount, purpose, and collateral.
Have a Hard-to-Place Deal?
Submit the opportunity for review through the referral partner process. Review and sign the agreement, then send the deal through our referral form.
Referral submissions should follow agreement review and signature.
