Qualified prospects fall through because their credit profile isn't strong enough
Referral Partnership Program
Help more clients qualify. Earn 20% commission on every referral that closes.
- Built for professionals who already have trusted client relationships
- Great fit for real estate agents, tax advisors, mortgage professionals, and other service providers
- We help clients improve their credit profile and access business funding
YouRefer a client
→
We HelpImprove credit and access funding
→
Your ClientGets approved and moves forward
You earn 20% commission
Your client gains opportunity
More approvals. More closed deals. More revenue.
The problem you're already seeing
Good clients often get stuck because of credit issues or lack of access to funding.
Some clients need access to capital before they can move forward
That leads to lost revenue, delayed deals, and missed opportunities
How the partnership works
A simple 4-step process that creates value for everyone involved.
- 1
You refer a client
- 2
We review their credit and funding situation
- 3
We help them improve qualifications or secure capital
- 4
You earn 20% commission when they close
Why partners win
This partnership creates more revenue, more approvals, and better client outcomes.
Earn 20% Commissions
Get paid on every referral that closes.
Close More Core Deals
Help clients become eligible for the services you already offer.
Add A New Revenue Stream
Monetize referrals without adding fulfillment work to your plate.
Deliver More Value
Give clients a solution instead of losing them when credit is the issue.
Better for you. Better for your clients. Better for your business.
What it looks like in your industry
Real Estate Agent
Turn credit-challenged buyers or investors into future closings and referral income.
- A buyer or investor wants to move forward but has weak credit or limited access to capital
- We help improve their credit profile and/or secure funding
- You keep the relationship and increase your chances of closing the deal later
Example
Client enrolls in a $5,000 program
Your 20% commission$1,000
2 closed referrals per month$2,000/month
Tax Advisor
Help more business-owner clients while creating referral revenue on the side.
- Many clients need better credit or funding to stabilize cash flow, expand, or qualify for financing
- Referring them deepens trust and gives them a path forward
- You create new revenue without adding extra fulfillment work
Example
3 clients close at $4,000 each
Total closed revenue$12,000
Your 20% commission$2,400
Simple revenue scenarios
Examples based on a 20% referral commission.
| Industry | Closed referrals / month | Example monthly commission |
|---|---|---|
| Real Estate Agent | 2 × $5,000 | $2,000 |
| Tax Advisor | 3 × $4,000 | $2,400 |
| Mortgage Professional | 2 × $4,000 | $1,600 |
| Business Coach | 4 × $3,000 | $2,400 |
Turn your relationships into recurring income.
Illustrative examples for presentation purposes.
One partnership creates two wins: more income for you and better outcomes for your clients.
- 01
Identify clients who need credit or funding help
- 02
Make the referral or introduction
- 03
We handle the strategy, review, and onboarding
- 04
You get paid when the referral closes