Send us a client. Get paid when they fund. The more that fund, the more you earn.

Who this is for

Accountants. Bookkeepers. Equipment dealers. Insurance agents. Commercial real estate brokers. Anyone business owners already trust with money questions.

How it works

1. You make the introduction. Send us their name and email, or tell them to mention you.
2. They get their free Funding Readiness Score. A few minutes. No credit pull.
3. If they’re fundable, we do the rest. We rebuild the file, take it to lenders, and close it. We keep you posted either way.

What you earn

You get paid when the deal funds. Not before.

Your payout isn’t fixed. The more deals that fund in a month, the higher it climbs.

We send you the exact numbers when your application is approved.

What you need

Nothing. You don’t sell. You don’t have a quota. You don’t need to know lending. You introduce them. We do the rest.

How we pay

Monthly, by direct deposit, by the 15th of the month after the month we’re paid. If we’re paid any day in October, you’re paid by November 15.

You get credit for a client for twelve months from the day they come in. Some clients need time to fix their credit or get documents together. If we’re still working their file when the twelve months are up, you keep the credit until it closes.

If a lender takes its payment back, or a client is refunded, the payout comes back too.

We need a W-9 before your first payment.

We pay on every kind of funding we place for your client: business loans, lines of credit, equipment financing, SBA loans (under SBA’s own fee rules), and merchant cash advances. Some clients only qualify for one kind, and they still deserve an answer.

If you’re an accountant or bookkeeper

We’re currently approving one accounting firm per area, so this is by application. When you refer a client and they fund, you earn the referral fee, with the disclosure your own rules require.

It goes both ways. When a business comes to us without an accountant, we send them to the partner firm in their area, if we have one.

Either way, your client stays your client.

What we won’t do to your client

We won’t sell them anything else.

We won’t put them on a list where ten lenders start calling.

We won’t take a fee from a business we can’t help.

And a person checks every number before anything goes to a lender.

The rules, in plain English

• Tell people you work with us when you recommend us.
• Only send us someone who said yes to hearing from us.
• Never promise an approval, a rate, or an amount. Only the lender decides that.
• Don’t steer a client toward a particular lender or product. We match each client to what fits.
• If you’re licensed, your license rules still apply.
• You’re independent. Not our employee.
• No cost to join. We never charge partners, and there’s no recruiting or overrides.
• Full terms are in the partner agreement. We send it before your first deal counts.