SBA
Acquisition and expansion loans
$500K to $5M+ for clients buying or growing an established business, with the required life insurance handled in house.
Your clients need capital. Get paid when they get it.
Refer business owners and investors who need financing. We structure and close the deal, keep you informed at every stage and pay your fee at closing. Your client stays your client.
Become a referral partnerPrefer to talk first? Call Bryce at 727-251-9571
$5,800
Paid in full at closing to the broker who referred a $587,000 private loan in Haverhill, MA.Funded two weeks from term sheet. No backdoor, no bypass.
Who this fits
A strong fit
- CPAs and bookkeepers who see clients' financials every year
- Insurance agents with business-owner and investor clients
- Commercial realtors and business brokers with deals that need financing
- Attorneys and advisors handling acquisitions or buy-sell planning
Probably not a fit
- Anyone who wants a fee on consumer home loans (restricted by federal law)
- Professionals whose licensing rules prohibit referral compensation
How it works
Join in minutes
Complete the partner application and sign the referral agreement. There's no cost and no quota.
Send an introduction
Refer a client by form, email or phone. We reach out within one business day and copy you in if you'd like.
Get paid at closing
Your fee is paid at closing when the deal funds, and you see the status of every referral along the way.
What partners are referring
Real estate
Private, DSCR and cash-out
$100K to $50M for investors and commercial owners, including deals banks declined.
Credit
Working capital
Business credit and term loans for newer businesses, with every cost disclosed before applying.
Questions owners ask
How much do partners earn?
It depends on the product and deal size, and it's set out in your referral agreement before you send a single client. As an example, a recent $587,000 real estate loan paid the referring broker $5,800 at closing.
Will you go around me to my client?
No. The referral agreement protects your relationship: we don't solicit your client for other services without you, and we keep you updated on every deal you send.
I'm a CPA. Can I accept referral fees?
Many state boards allow commissions or referral fees for non-attest clients with written disclosure, while some restrict them. Check your state board's rules; we'll work within whatever your license allows, including no-fee referrals.
Can I refer residential mortgage clients?
Referral fees on consumer home loans are restricted by RESPA, so this program pays on business-purpose financing only. We're still glad to help those clients.
What do I need to provide?
Just an introduction: a name, contact details and a sentence about what the client needs. We handle everything from there.
Talk to us before you sign up?
Tell us about your practice and we'll call within one business day to walk through the agreement and how referrals are tracked.
Bryce Bush727-251-9571funding@pmpt.io