Business Funding Referral Partner Program

Refer the business owners you already work with, and earn a generous referral fee while our team handles the funding from application to close.

Become a Partner

Why partner with Capital Source Group

We’re one of the fastest-growing providers of alternative financing for businesses nationwide. Add a valuable service for your clients with none of the heavy lifting.

Large credit facilities

Access to substantial capital and a broad range of financing solutions for the clients you refer.

Funding in under 72 hours

Once a business is approved, we can typically structure and close a capital solution in as little as 72 hours.

White-glove service

Industry-leading practices and dedicated representatives who manage the entire process for you.

Generous referral fees

Earn a generous referral fee on every lead we successfully fund — for clients you already serve.

How the referral program works

Three simple steps — we do the work, you earn the fee.

1

Refer a lead

Introduce a business owner who needs working capital using the form below.

2

We handle everything

Our representatives manage the entire sales and funding process internally.

3

You get paid

When a referral is successfully funded, you earn a generous referral fee — and we keep you posted on which leads close.

Who we partner with

However you serve business owners, we have a tailored way to work together. Explore the partnership built for you.

Fractional CFOs

Bring clients a capital solution that fits the cash flow and balance sheet you manage.

Advisors

Deliver financing that fits the business model and protects the trust your clients place in you.

Banks

A trusted outlet for clients who do not fit the credit box today, built to preserve your relationship.

Specialty Finance Groups

Keep a strong deal moving when it falls outside your product, appetite, or limits.

Factoring Firms

Responsible capital beyond the borrowing base that protects your senior position.

Investment Bankers

Bridge, working, and acquisition capital to keep a transaction moving.

Consultants

Turn the capital need you spot first into a practical financing option.

ISOs

Real underwriting, broker protection, and a solution set beyond standard cash-advance products.

A funding partner your clients can count on

Large credit facilities, industry-leading practices, white-glove service, and expeditious results — most approved businesses are funded in less than 72 hours. You refer; we deliver.

Partner program FAQs

How do I earn as a referral partner?

Members of our Referral Program earn a generous referral fee on every lead we successfully fund. You simply refer the client — we handle the rest.

Who is an ideal partner?

Anyone who works with business owners regularly: industry consultants, CPAs and business attorneys, business brokerage firms, SBA offices, commercial lenders, and venture capital firms.

How quickly can my referrals be funded?

Speed is one of our biggest advantages. Once a business is approved, we can typically structure a capital solution and close funding in as little as 72 hours.

Do I have to handle the sales or funding process?

No. The sales process is handled internally by Capital Source Group representatives, and we let you know which leads are successfully funded.

Become a partner

Join Capital Source Group’s referral partner program and start earning on the clients you already serve. Complete the form below and a representative will reach out.

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Looking for funding for your own business instead? Apply here.