Partner With CapitalAx
Your clients need commercial financing. You don't want to become a loan originator. Refer the deal, we handle it end to end, and we talk compensation directly.
Overview
If you are a CRE agent, CPA, attorney, or financial advisor, your clients probably ask about financing more than you would like. CapitalAx's referral program is straightforward: introduce your client, we handle the entire lending process from application through closing. No licensing requirements, no training programs, no change to your existing practice. Just a reliable partner for the commercial financing questions you are already fielding. Every professional who works with business owners and real estate investors encounters clients who need capital. A CPA helping a client with a business acquisition may need to connect them with SBA financing. A real estate agent selling a commercial property may need a lender for their buyer. An attorney advising on a business purchase may need to recommend a lending source. Instead of sending your clients to a bank where they may sit for weeks without answers, you can refer them to CapitalAx and know that they will get access to 350+ lenders, professional deal packaging, and a dedicated originator managing their transaction from start to finish. Your clients get better service and you strengthen your relationship with them. Compensation for referral partners is discussed directly with our partnerships team.
Benefits
- Simple referral process with a dedicated point of contact who manages the entire relationship
- Referral terms discussed directly with our partnerships team before you refer your first client
- Professional, high-quality service for your referred clients that reflects well on your practice
- Regular status updates on referred deals so you always know where your client's transaction stands
- Co-branded marketing materials available to help you promote financing capabilities to your clients
- No licensing, training, or certification requirements for referral partners
- Access to the full range of commercial lending products including SBA, bridge, construction, DSCR, and more
- A dedicated partner who understands your business and can advise your clients on the best financing options
Who Is a Good Fit
- Commercial real estate agents and brokers who want to offer financing as part of their client service
- CPAs and accounting firms serving business clients who frequently need acquisition or expansion capital
- Business attorneys and M&A advisors whose clients require financing as part of transactions they are advising on
- Financial advisors and wealth managers whose clients invest in commercial real estate or own businesses
- Business consultants and coaches who help entrepreneurs grow and need a financing resource for their clients
- Insurance agents serving commercial clients who encounter financing needs during policy reviews and renewals
Frequently Asked Questions
How does the referral process work?
Simply introduce your client to CapitalAx or submit their information through our referral form. We assign a dedicated originator to your client who manages the entire lending process from intake through closing. You receive regular updates on the status of the deal. The process is designed to be as hands-off as possible for you while providing your client with professional lending service.
What types of deals can I refer?
CapitalAx handles commercial financing across the full spectrum of loan products and property types. This includes SBA 7(a) and 504 loans for business acquisitions and owner-occupied real estate, bridge and construction loans for real estate investors and developers, DSCR loans for rental property portfolios, equipment financing, business lines of credit, and working capital facilities. If your client has a commercial financing need, we can help.
How does referral compensation work?
Referral compensation is discussed directly with our partnerships team and depends on the size and type of transaction. Reach out to talk through the details for your practice.
Is this a guarantee of income?
No. This describes the referral relationship between CapitalAx and outside professionals. It is not an offer of employment and not a guarantee of any earnings. Final terms are governed by the applicable CapitalAx partner agreement and program terms.