Refer commercial finance opportunities. Get paid when they fund.
You bring the opportunity. We structure and close the financing.
When it funds, you get paid.
We offer competitive 10%-50% commission splits.
The Trusted Advisor’s Dilemma
Your clients already look to you for guidance.
As a real estate broker, you may be helping a client acquire a property. As a CPA, you may learn that a client needs capital to expand, refinance, or move a project forward. As a real estate investor, you may hear about a colleague who was just declined by a bank. These same opportunities cross the desks of mortgage brokers, M&A advisors, business brokers, consultants, attorneys, accountants, and connected professionals every day.
The opportunity is there, but most people do not have a clear, credible process for what to do with it next.
You have the relationship and the trust. You may even be the first person who sees the opportunity. But that does not mean you are ready to structure the deal, build the lender package, and manage the financing process yourself.
So what do you do?
If you send the client to a random bank, they are likely to see only one narrow option, if they are approved at all. If you make an informal introduction, you may lose visibility and control over the client experience. If you do nothing, the opportunity goes cold. And even if you recommend a specific lender and the client is funded, all too often you still are not getting paid.
The Capital Partner Program gives you a better path. You can bring the opportunity to a team of commercial finance experts, help your client get access to serious financing guidance, and earn strong referral compensation along the way.
Why JOIN?
A credible financing team behind you
You’re not handing clients to a random lender or sending them into a black hole. You’re bringing them to a team that evaluates the deal, finds the financing path, and works it through. Your reputation rides on every referral, and the right partner protects it.
Earn from EXISTING opportunities
You already talk to owners, investors, and borrowers who need capital. Those conversations may have real revenue potential. This program gives you a formal way to earn when they fund, without becoming a full-time commercial loan broker.
No fee to join
There’s no cost to apply or participate as an approved Capital Partner. The program is selective and admission isn’t guaranteed. It’s built for experienced advisors and well-connected professionals with real relationships and real deals. Accepted partners pay no fee.
Leverage hundreds of lenders at once
Referring to one lender is a guess. Even a strong one may not fit the borrower’s timing, collateral, industry, or use of funds. We run the deal across hundreds of lenders and capital sources to find the right fit, better approval odds, lower rates, and the needed terms.
Flexibility in how you refer
Make a warm introduction, pass along a partial deal, or hand over a complete file. Refer at whatever stage you have. If there’s a real borrower and a real financing need, it’s worth a conversation.
Compensation on funded deals
When your referred deal funds, you get paid. Terms are set in the partner agreement and depend on deal structure. The point is simple: when a referral funds, you share in the economics.
We offer competitive 10%-50% commission splits.
HOW IT WORKS
You send the opportunity
It can be as simple as an introduction. More detail or documentation speeds things up, but isn't required to get started.
Our team reviews the deal
We assess the deal, map the financing path, and review the borrower's needs, structure, and lender options — so the next step is clear before the file advances.
We handle the heavy lifting
Our brokerage team runs the transaction end to end — packaging, lender outreach, coordination, and follow-through. We keep the deal moving through funding
You choose your involvement level
Some partners prefer a light-touch introduction. Others stay close on communication and relationship management. We support either approach, depending on the deal and the client relationship.
When the deal funds, you get paid
Funded transactions carry strong referral compensation. When a referred deal closes, you're paid for bringing it forward and connecting the borrower with financing that closes the deal.
What Types of financing qualify?
Capital Partners are not limited to one narrow category. If someone in your network needs business-purpose financing, there is a good chance it is worth a conversation.
Commercial real estate opportunities may include acquisitions, refinances, cash-out scenarios, construction and development financing, bridge or investor financing, and funding for multifamily, mixed-use, retail, office, industrial, hospitality, and other commercial property scenarios.
Business financing opportunities may include SBA financing, business acquisition financing, partner buyouts, ownership transitions, expansion capital, franchise financing, working capital, business lines of credit, equipment financing, and other business-purpose funding needs.
The point is simple. You do not need to decide in advance whether the deal is a perfect fit. If the opportunity is legitimate and the borrower needs capital, bring it to us for review.
The Cost of Lost Opportunities
If you have strong relationships, financing opportunities are probably already showing up around you. The question is what happens next.
Without a clear referral channel, good opportunities go cold. Clients get sent to lenders that do not fit. Borrowers receive limited guidance. You lose visibility into the process. You may protect the relationship but miss the compensation. Deals may fund elsewhere with no participation from you.
That is avoidable.
The Capital Partner Program gives you a professional path for the next opportunity that crosses your desk. Instead of saying, “I might know someone,” you can bring the client to an expert team to evaluate, structure, and fund the client’s project.
Benefits For Your Clients
When you refer a financing opportunity, your reputation is attached to that introduction.
That is why the right referral channel matters.
Your client does not need a random lender, a guess, or a handoff to someone who only has one narrow option. They need a full-stack financing team that can evaluate the situation, understand the capital need, identify realistic paths, and work the process professionally.
Your client comes to you, looking for a solution they can trust. The Capital Partner Program gives you that solution.
Your client gets a stronger financing conversation. You stay positioned as the person who helped create the solution. And when the transaction funds, you participate in the financial upside.
Application Process
We are looking for quality relationships and legitimate opportunities.
This is not an open invitation for random lead submissions. The Capital Partner Program is built around trusted advisors, credible professionals, and well-connected individuals who want a serious financing partner behind them.
If you have business-owner, borrower, investor, developer, or professional relationships where financing needs come up, we invite you to apply.
There is no upfront cost to apply or participate.
Frequently Asked Questions
Is there a cost to join the Capital Partner Program?
No. There is no upfront fee to apply or participate as an approved Capital Partner.
Do I need commercial lending experience?
No. This program is built for trusted professionals and connectors who come across financing opportunities. You do not need to be a commercial lending expert.
How much can I make on commission?
Do I need to have a full loan package before submitting a deal?
No. A warm introduction can be enough to start. If you already have documents, borrower information, or deal details, that can help accelerate the process, but it is not required to begin the conversation.
What if I only have a name and phone number?
That may be enough to start, especially if the borrower is expecting the introduction and has a legitimate financing need. A warm, relationship-based introduction is usually more valuable than a cold lead with no context.
Can I stay involved in the communication process?
Yes. If you want to stay involved, we can facilitate that where appropriate. Some Capital Partners prefer to remain close to the client relationship, while others prefer a lighter role after the introduction.
What kinds of opportunities can I refer?
We review a broad range of commercial finance opportunities, including commercial real estate loans, SBA financing, business acquisition financing, equipment financing, working capital, lines of credit, bridge scenarios, construction and development opportunities, and other business-purpose financing needs.
How does compensation work?
Funded transactions include strong referral compensation for Capital Partners. Specific compensation terms are handled through the partner agreement and the structure of the referred opportunity.
Is this the same as becoming a commercial loan broker?
No. This is a referral-based partner program, not a full broker training and lender access program. You refer the opportunity. CLBI works the financing process. When the deal funds, you get paid.
What happens after I apply?
Our team reviews your application, determines fit, and contacts you with next steps. Once approved, you will receive a dedicated portal for securely submitting loan opportunities.
Can I refer more than one deal?
Yes. Approved Capital Partners can refer unlimited financing opportunities. The goal is to create an ongoing relationship, not just a one-time transaction.
Turn Your Next Conversation Into Revenue
You already have people in your network who need capital. But do you have a clear, credible, and financially rewarding path when those opportunities appear?
The Capital Partner Program fills this gap. You bring the opportunity. CLBI handles the work. When the deal funds, you are paid.
There is no upfront cost to apply and no need to become a commercial loan broker yourself. It is a professional way to help your clients and participate in the valuable opportunities already moving through your network.