Refer a Client

Refer a Client

Know a business that needs financing or better card processing? Send us the basics and we’ll take it from there. You’ll get an email confirming we received it.

What are you referring? * Choose one or both.

Your information
Business information
Owner information (if you know it)
Please don’t include date of birth, Social Security or driver’s license numbers. We collect those directly from the owner through a secure application.
Commercial lending
Documents & notes

Recommended documents for lending

    Recommended documents for merchant services

    • EIN
    • Articles of organization
    • 3 most recent processing statements
    Attach any of the documents above that you already have. Otherwise we’ll request them from the client. PDF, images, Excel, Word or CSV; up to 10 files, 10 MB each, 20 MB total. Files go to a private folder, not email.
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