Refer Funding Deals.Open Bigger Earning Opportunities.
This page is for referral partners who want to connect business owners, investors, and deal-makers with funding options. Best-fit conversations include working capital, lines of credit, HELOC opportunities, investor scenarios, and real estate funding needs.
How This Works
You do not need to underwrite, explain every program, or close the deal. Your job is to start the conversation and pass over a qualified contact or opportunity.
- You start the conversation
- You connect the lead or deal
- We review the file and handle the funding side
- You stay positioned as the connector
What You Refer
Keep the offer simple: if someone needs capital for business growth or a real estate scenario, it may fit.
Working Capital
Good for payroll, inventory, marketing, short-term cashflow gaps, staffing, or growth moves.
Lines of Credit
Strong option for businesses that want flexible access to capital without reapplying every time.
HELOC Opportunities
A strong fit on the real estate side for people who want to leverage equity for deals or strategic access to capital.
Investor / Deal Funding
Bridge scenarios, fix-and-flip conversations, and business-purpose real estate funding opportunities.
Who Makes the Best Funding Referral Partner?
This works best for people who naturally come across money conversations already.
Real Estate People
Realtors, investor contacts, wholesalers, contractors, and anyone around deals that need speed.
Business Networkers
People who know owners, operators, service businesses, restaurants, contractors, and local companies.
Consultants / Connectors
Marketers, consultants, business advisors, freelancers, and anyone who hears funding pain points regularly.
Best-Fit Lead Signals
You do not need to know everything. Just look for these conversation triggers.
Business Funding Signals
Real Estate Funding Signals
Copy-Paste Promotion Kit
Keep it casual. Start conversations. Let the funding side be handled after the intro.
Referral Credit Best Practices
Keep attribution simple and clean so there is less confusion later.
Use Your Name Consistently
Use First Name + Last Initial when introducing a lead so the funding team knows exactly who to credit.
Send a Quick Heads-Up
If you know a lead is coming, send a quick note with their name and why they may be a fit.
Keep a Simple Record
Log the lead, date, and deal type for your own backup. That keeps the process cleaner for everybody.
How Referral Payouts Work
Simple, structured, and designed for long-term partners.
Commission Structure
Referral payouts vary depending on the deal size and structure. Smaller deals may generate modest payouts, while larger or more complex funding scenarios can result in higher referral fees.
Payout Timing
Referral payouts are issued monthly (typically on the 5th) based on funded deals from the previous month.
Partner Details
Detailed payout examples, deal structures, and earning scenarios are shared with active partners once they begin referring deals.
Partner Onboarding
This keeps the process simple: start conversations, identify fit, and pass the lead without trying to underwrite or sell the deal yourself.
Your Role
You are a connector. You are not selling, underwriting, or closing. Your job is to identify opportunity and pass it over.
Best Conversations
Good signals include “I need funding,” “the bank said no,” “I need a line of credit,” “I’ve got a deal but need capital,” or “I’m looking at a HELOC.”
Best Practice
Use your First Name + Last Initial consistently, send a quick heads-up when a lead is coming, and keep simple notes on the lead type and timing.
Submit a Funding Lead
Use this form when you have a real opportunity to send over. It opens a ready-to-send email in a new window so the details stay organized.
Register as a Funding Partner
This creates a clean starting point so we know how to reach you and how you want to receive updates.