Broker & referral partners
Help your business clients take their next step.
For brokers, referral partners and advisers helping business owners explore financing options.
Start with a conversation.
Tell us about the clients you serve and the financing needs you see. Brokers can discuss submission coordination and potential placement support before sharing client information. Any referral relationship will be subject to a written agreement.
Align before referring
- Customer consent and information handling
- Eligible products and industries
- Broker and referral responsibilities, client ownership and communication
- Compensation, timing and applicable restrictions
Do not submit a client’s confidential documents through this partnership form.