Referral
Partner
Turn Trusted Introductions Into Recurring Revenue
The fundfi Referral Partner Program is designed for professionals who want to offer clients access to personal and business funding solutions without managing the funding process.
As a Referral Partner, you introduce qualified clients to fundfi. We handle the strategy, assessment, lender coordination, and ongoing advisory. You earn compensation when funding is successfully delivered.
How the Referral Partner Program Works
Refer Clients
Share your unique referral link or submit introductions through Fundfi’s secure referral process.
Fundfi Takes It From There
Our team manages all client communication, funding analysis, product matching, and execution.
Get Paid on Results
Compensation is earned based on successfully funded clients, not just approvals or applications.
Who This Program Is For
The Referral Partner Program is ideal for professionals who regularly encounter clients with funding needs but do not want to act as intermediaries or manage financial transactions.
Perfect for:
- CPAs and tax professionals
- Credit consultants
- Real estate professionals
- Insurance agents
- Business advisors and consultants
- Attorney and professional service firms
- Marketing agencies
Effortless Referrals
Simple referral process with no deal management
Performance-Based Compensation
Competitive referral payouts tied to funded outcomes
Transparent Tracking
Real-time referral tracking and reporting
Dedicated Partner Support
Direct access to fundfi’s partner support team
Funding Education & Resources
Educational resources on funding readiness
Co-Branded Marketing Tools
Optional co-branded marketing materials
Why Partner With Fundfi
Fundfi was built to bridge the gap between traditional lending and real-world funding needs. We combine technology, credit expertise, and strategic advisory to deliver capital responsibly and transparently.
Our compensation model prioritizes client outcomes and long-term financial health, ensuring referrals align with your professional reputation.
Ready to Become a fundfi Referral Partner?
Join a growing network of professionals earning recurring revenue by making strategic introductions.