The referrals channel is for individuals and firms who know a client who needs capital placement but do not run a funding practice of their own. Send the file. A specialist reads it, responds within one business day, and runs the placement through to funded or declined. Commission: open-ended, no cap on partner payouts, Net 30 terms, digital-only delivery.
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/partners is the broker-partner SaaS entry — advisors and firms operating a funding practice on the FundSolve platform. /referrals is the affiliate channel for one-off client referrals from people who do not run a funding practice. Built into separate ledgers with separate intake flows.
Tell us about the client and how to reach them. A specialist reads the referral and reaches out within one business day.
A specialist will reach out to your client within one business day. If you’d rather skip the wait, call or text 407-716-4914.
Referrer-only: add a quick note when the client reaches “funded” milestone so we can credit the referral ledger.
Submissions are delivered to the practice and answered within one business day. If the form fails to send, call or text 407-716-4914 directly.
Within one business day, a specialist reads the referral and reaches out to your client directly. The referrer is not a relay — the practice opens a file and owns the conversation.
The same routing engine used for direct clients runs the ledgers — readiness check, lender assignment, sequence, and execution. Same standard, same specialist, same ledger.
Outcome is communicated to the referrer when the file closes. Placement fees are performance-based — paid only on capital that actually funds. Declined files cost nothing.
Commission is open-ended with no cap on partner payouts. Payouts run Net 30 after the funded milestone closings are reconciled. All packaging — referral intake, ack letters, payout notices — is digital-only.
If you’re not sure whether the referral fits the practice, call and we’ll tell you on the call.
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