How it works
One introduction. We handle the rest.
Here’s exactly what happens after you refer a business owner: what you do, what your client experiences and what our funding team takes care of.
The referral journey
From introduction to funded deal. Three points of view.
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01Day 0
You make the introduction
YouShare your funding page link, hand over a flyer or submit a client you already have in mind.
Your clientAnswers a few quick questions in minutes. Checking their options has no impact on their credit.
LendTrack teamThe lead lands in our pipeline, tagged to you, and shows up in your dashboard.
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02Within 24 hours
A funding specialist calls your client
YouNothing to do. You can see the status change in your dashboard.
Your clientTalks through what they need the money for, how much and how fast.
LendTrack teamA dedicated specialist learns the business and qualifies the deal.
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03Days 1 to 3
Documents and underwriting
YouWatch for updates. If documents are missing, we handle the follow-up.
Your clientUploads bank statements through a secure link. No paperwork piles.
LendTrack teamOur AI and underwriters analyze the file and match it with the right lenders.
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04Offers
Your client compares real offers
YouSee when your referral is approved.
Your clientReviews options with clear costs and terms, then chooses the best fit. No obligation.
LendTrack teamNegotiates with lenders and explains every offer in plain language.
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05Funded
The deal funds. You get paid.
YouYour 30% share is paid by direct deposit under the terms of your partner agreement.
Your clientGets the capital, often in as little as 1 to 3 business days depending on the program.
LendTrack teamCloses the deal, collects the commission and pays your share.
Your reputation is protected
You're putting your name on the line. We take that seriously.
No credit impact to explore
Your client can see their options without a hit to their credit score.
A dedicated specialist
One person guides your client from first call to funding. No call centers.
Clear costs, no pressure
Every offer is explained in plain language before your client accepts anything. There's no obligation.
You never promise an approval
Your job is the introduction. Lenders make the decisions, and we set honest expectations.
You stay in the loop
Live status in your dashboard means you're never caught off guard when your client calls.
The right product, not the easiest one
A full lending network means we match your client with what fits, from working capital to SBA loans.
What to say
The introduction takes one sentence
You don't need a pitch. You need a natural way to bring it up. Your dashboard includes talk tracks for every funding product.
A simple opener that works
"I work with a funding team that helps businesses like yours find capital, often in a few days. Checking your options won't affect your credit. Would it help if I introduced you?"
Your toolkit
Everything you need is ready on day one
Your funding page
A done-for-you page with your name on it. Every application is tracked to you.
Partner dashboard
Page views, leads, live deal status and your commissions in one place.
AI fundability check
Upload bank statements and see how fundable a deal is in minutes.
Flyers & QR codes
One-click branded flyers and QR codes for your desk, events and emails.
Talk tracks
Short, natural scripts for every funding product so you always know what to say.
Training center
Strategies for finding business owners who need capital and positioning your introduction.
Built for your profession
See how the program works for people like you
CPAs & bookkeepers
Your clients already ask you about cash flow.
See the programInsurance agents
You protect your clients’ businesses.
See the programRealtors & real estate pros
Stop losing deals to slow financing.
See the programFinancial advisors
Your business-owner clients need more than investment advice.
See the programBusiness consultants & coaches
You build the growth plan.
See the programFAQ
Questions about the process
What if my client doesn’t qualify?
Our specialist will tell them clearly and, where possible, suggest what would improve their chances. There’s no cost to your client for exploring options.
How fast do clients get funded?
It depends on the product. Working capital can fund in 1 to 3 business days. SBA loans take longer because they require more documentation.
Can I submit a client directly instead of sending a link?
Yes. From your dashboard you can submit a client you have in mind, and our team reaches out to them.
Will I know what’s happening with my referral?
Yes. Every referral shows its live status in your dashboard, and the funding team sends updates when something changes.
Ready to make your first introduction? Let’s talk.
Book a demo call and see exactly how LendTrack partners earn.
Book your demo call