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FAQ

The questions brokers actually ask.

Plain answers, no hedging. If something is missing, hit our team and we will add it.

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Pricing & terms

How do you charge brokers?

Two options. Either a small monthly access fee plus a success fee on funded deals, or a straight revenue share on what you close from our connections. Both are agreed up front in writing — no hidden fees, no clawbacks past the fund date.

Is there a long-term contract?

No. Month to month after a thirty day onboarding period. If we are not delivering, you walk.

Is there a setup or onboarding fee?

No. We invest the first thirty to sixty days into building out your criteria, integrating your CRM, and tuning the file mix. You only pay when you start receiving qualified files.

Exclusivity & quality

Are connections really exclusive?

Yes. Each business owner is sent to one broker at a time. We do not share, resell, or recycle the same connection.

What if a connection turns out cold or wrong?

Flag it within seventy-two hours through the partner portal. If contact info is wrong or the owner is no longer interested, we replace the file at no cost.

How do you vet owners before sending them?

Every file is reviewed by a human on our intake team. We confirm the business exists, verify revenue claims, document use of funds and timeline, and only route files that match your stated criteria.

Products & coverage

What products and locations do you cover?

MCA, term loans, equipment finance, bridge, CRE, and residential investor loans across the United States, the United Kingdom, and Canada. You pick the products and states you want during signup.

What deal sizes do you typically see?

Most files fall between $25K and $2M. We also see equipment and CRE files into the $5M–$25M range, and short bridge files as small as $10K.

Tech & delivery

How do connections reach my CRM?

We push intake details into HubSpot, Salesforce, Pipedrive, GoHighLevel, or Close natively. If you use something else, we deliver via webhook or Zapier. Files land in your CRM within sixty seconds of qualification.

How quickly can we start?

Most brokers are approved within forty-eight hours. Your first qualified connections usually arrive the same week, with full volume ramped within fourteen days.

Can we pause or scale volume?

Yes. Pause, throttle, or scale up directly from the partner portal. We adjust same-day.

Still have a question?

Talk to our team — most answers come back the same business day.

Talk to our team