Referral & Broker Program
Refer a deal.
Get paid for it.
When you have a client or a deal you can't take down yourself, bring it to us. We structure it, close it, and pay you well for the introduction.
Who it's for
For anyone whose work runs into financing needs.
CPAs, attorneys, commercial and business brokers, M&A advisors, wealth managers, contractors, and business owners with more deals than time. If financing comes up in your conversations, there's a place for you here.
Refer a deal
You make the introduction. We do the work. You get paid when it closes.
Broker a deal
Want to stay involved through close? We can support you front-to-back with our portfolio and capital sources.
Reciprocal referrals
We send deals back when our clients need what you do. Legal, tax, CRE, advisory.
Join the team
Independent producers welcome. Remote-friendly. Bring your book; we'll bring the products.
How it works
Clear from the first call.
Send us the intro
Email, call, or text. Tell us who the prospect is and what they need.
We confirm the fee upfront
Before we start, you know the commission structure. In writing.
We work the deal
Structure, underwriting, capital source, term sheet, close. You stay as involved as you want to be.
You get paid
Promptly, at close, exactly as set out in the commitment letter.
Worth saying
What we look for in partners.
- → Organized. You can describe the deal in one paragraph.
- → Honest. If the deal has hair on it, you tell us up front.
- → People-oriented. You care about the client getting the right outcome, not just the commission.
- → Plugged in. You know your community and you stay involved in it.
Ready to partner