Tax preparers have the clearest picture of a client's financial situation. Now you can turn that insight into a generous referral bonus while helping your clients access the capital they need.
Get Started TodayBusiness owner completes a brief intake and has a quick conversation with us.
We assess the situation and identify which lenders are the best fit.
We present the opportunity to qualified lenders in our network.
Lenders respond with financing options, rates, and terms.
The business owner reviews options with zero obligation to accept.
Every time an introduction you make leads to a successfully funded loan, we send you a thank you bonus. The more deals, the more you earn.
Fast-turnaround financing for immediate cash flow needs.
Quick approvals for equipment purchases that keep your business moving.
For commercial properties, construction, and complex transactions.
Government-backed financing with favorable rates and extended terms.
One of the most adaptable forms of financing available today. No restrictions on use of funds, with a variety of payment options.
For fix & flippers, rental property owners, new construction, and commercial investors. Flexible terms for first-timers through seasoned veterans.
Streamlined process and competitive rates for acquiring the equipment you need. Payment schedules spanning the life of the equipment.
Flexible revolving credit for day-to-day operations, expansion, or a financial safety net. No restrictions on how funds are used.
There are never any upfront fees. If the business owner does not accept any offer, there is no cost. If they do proceed, our fee is typically paid by the lender, not the business owner.
Yes. Because we are not tied to a single lender, our goal is always to match each business with the lender offering the best structure, rate, and terms for their specific situation.
Yes. All information is kept confidential and only shared with lenders relevant to the situation. We never sell or distribute information outside of the lenders evaluating the loan.
No. Think of us like a mortgage broker for business loans. We gather the right details and present you to qualified lenders to get the best rate and terms available.
No problem. Traditional banks decline loans for many reasons. Our broad lender network means we can often find solutions even when a bank has said no.
Yes. We understand the importance of protecting strong client relationships. We will keep you informed and involved throughout the entire process.
Whether you are a tax preparer looking to earn referral bonuses or a business owner in need of capital, we are ready to help.
Get Started Today