← Back to The Firm
Refer a deal
Send us a file. We’ll handle the rest.
If you have a client who needs SBA financing, the introduction is the only work you do. We package the file, place it with the right bank, and stay through close. You get paid a referral fee when the deal funds — tracked in real time from the moment the borrower applies.
- Revenue share at close. A meaningful cut of our placement fee, paid within 30 days of funding. No claw-backs, no time-based decay, no hidden math.
- Live file visibility. You see the same activity feed your borrower's specialist sees. Gate, documents, lender shop, offer, close. No black box.
- No exclusivity. Refer to whoever fits the file best. We just want to be on the short list.