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Vantage Referrals · affiliate channel

Refer a client. We route the file.

Know an owner who needs capital? Send the referral and a Vantage specialist contacts your client within one business day, builds a routed plan, and works the file to close. You earn an open-ended commission, paid Net 30, on placements that fund.

Refer a client → Partner or referrer?
Example referral · file statusStage 1 of 5
Five stages of a referral from submission to commission payment.
What happens—
Who acts—
Your part—
Illustrative example. Commission applies only to placements that fund.
1 dayYour client hears from a specialist within one business day
No capOpen-ended commission on funded placements
Net 30Commission paid after the placement funds
100%Digital paperwork, start to finish
How it works

You make the introduction. We do the rest.

Your client gets the same specialist and routing engine as a direct client. You get status updates and a commission when it funds.

1

Specialist reaches out

A specialist reviews the referral and contacts your client directly within one business day.

≤ 1 business day
2

Routed plan

The file is routed with the same engine used for direct clients, with inquiries mapped before any application.

First call
3

Close and commission

The file closes funded or declined, and you're notified either way. Commission is paid Net 30 on funded placements.

Net 30
Two channels

Referrer or partner?

Referrals are for one-off introductions. If you run a funding practice yourself, the partner platform fits better.

Referrals · this pagePartners · FundSolve platform
Who it's forIndividuals and firms with a single client who needs capitalAdvisors and firms running an active funding practice
Who works the fileA Vantage specialist, start to finishYou, with FundSolve's plan engine
What you provideAn introduction and your client's contact infoClient data and your own execution
How you earnOpen-ended commission, Net 30, no capPer placement, plus platform tools
Refer a client →See the partner platform →
Send a referral

Refer a client in two minutes.

Tell us who you are and who to call. Your client hears from a specialist within one business day, and you're kept updated.

Referral

Let your client know a Vantage specialist will be in touch.

Talk before you refer

Want to walk through a client's situation first? Pick a day and part of the day.

Call or text407-716-4914
FAQ

What referrers ask first.

Anything else, call or text the practice.

When do I get paid?
Net 30 after the placement funds. There is no cap on commission.
What if my client doesn't fund?
You're notified when the file closes either way. Commission applies only to funded placements, and your client pays no fee on a declined file.
Will you contact my client directly?
Yes. A specialist reaches out within one business day of your referral. Let your client know to expect the call.
Do I need a license to refer?
Not to make an introduction. If you hold a license that applies, add the number so it's on file with your referral.
Is there paperwork?
Everything is digital, from the referral to commission payment.
Other Vantage practices
FundingUnsecured capital0% APR cards, term lines, credit-union programsReal estateInvestor lendingFlip, DSCR, bridge, constructionPayrollOne ledger, four linesPayroll, 401(k), workers comp, wellnessHealthUnder-65 coverageIndividual, family, small group

One introduction. One specialist on your client's file.

Call or text 407-716-4914 with any question before you refer.

Refer a client →
Call 407-716-4914Book a call