Partner With CapitalAx
Your clients need commercial financing. You don't want to become a loan originator. We handle the deal, you earn referral compensation.
Overview
If you're a CRE agent, CPA, attorney, or financial advisor, your clients probably ask about financing more than you'd like. CapitalAx's referral program is simple: introduce your client, we handle the entire lending process from application through closing, and you earn referral compensation on funded deals. No licensing requirements, no training programs, no change to your existing practice. Just a reliable partner for the commercial financing questions you're already fielding.
Benefits
- Simple referral process with dedicated point of contact
- Referral compensation on closed transactions
- Professional service for your referred clients
- Regular status updates on referred deals
- Co-branded marketing materials available
- No licensing or training requirements for referral partners
Who Is a Good Fit
- Commercial real estate agents and brokers
- CPAs and accounting firms serving business clients
- Business attorneys and M&A advisors
- Financial advisors and wealth managers
- Business consultants and coaches
- Insurance agents serving commercial clients
Frequently Asked Questions
How does the referral process work?
Simply introduce your client to CapitalAx or submit their information through our referral form. We handle the entire lending process and keep you informed throughout. You receive referral compensation when the deal closes.