Your clients need capital. Now you have a funding department.
The Funding Desk is our partner program for professionals who already advise business owners and real estate investors. When a client needs money, you introduce them. We handle the funding work and keep you informed, and the client stays yours.
Built for the people owners already trust
If your clients ever stall on a decision because they don't have the cash, the Desk is for you.
Financial advisors
Help clients fund the business without pulling from the portfolio you manage.
Accountants and tax advisors
You see the numbers first. Turn "you need more working capital" into a next step.
Business coaches and consultants
When a prospect wants to work with you but can't fund it yet, give them a capital path instead of a no.
Real estate agents and brokers
Your investor clients need financing a standard mortgage won't cover. Give them a lender network built for investors.
Life insurance agents
Pair the protection you design with the capital your clients are trying to raise.
For real estate professionals
Investors buy more often when the financing is lined up. Refer your investor and commercial clients to the Desk, keep the transaction, and earn on every deal that funds.
DSCR loans
Rental property loans qualified on the property's rent, not the investor's personal income.
Business HELOCs
A credit line against property equity for down payments, rehabs and the next deal.
Commercial purchase and refinance
Buy or refinance commercial property, for investors and owners who occupy the building.
Renovation and construction
Capital to renovate or build, from value-add rehabs to ground-up projects.
Long-term financing
Long-term programs for investor and owner-occupied property, with coverage nationwide.
How the Desk works
Simple on your side. The work happens on ours.
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Step 1
Partner call
We learn your practice and your clients and confirm the Desk is a fit.
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Step 2
Set up your desk
Agreement and disclosures, your referral link and a short walkthrough of what clients will experience.
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Step 3
Introduce a client
With the client's permission, you send a name, contact details and the reason for the introduction. Nothing sensitive.
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Step 4
We work the file
Intake, credit and structure, lender matching and closing. You see where things stand without seeing the financials.
What partners get
You keep the relationship, the funding team handles the capital path, and you're never left wondering what happened to your client.
The relationship stays yours
We work under your client experience and send the client back to you when they're ready to move forward with your services.
Status you can see
Introduced, in review, client action needed, capital path identified, funded. Updates come to you as the file moves.
Paid when deals fund
A share of the compensation we receive on funded deals, paid after the deal closes and the funds clear.
Client privacy, protected
Credit reports, bank statements and tax returns stay with our funding team. Clients choose what status is shared back with you.