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.
What You Get
- 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 This Is For
- 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
Want the full picture of careers at CapitalAx? Browse the broker program hub.