FAQs

You are not selling anything. This is specifically a referral only program. We encourage you to connect with clients, friends, and investors in your network and refer them to us when their goals and needs align with the services we provide.

Simply stated, we pay you for telling your clients, network, and friends about us! If they become new clients and we close a deal with them, you get 50% of the profit we make for that deal! You get paid for bringing value and providing valuable services to your network.

The partner program rewards you 50% of the profit we make from each successful deal with each new client you refer. The more new clients you send our way, the more you can earn! The more successful referrals you make that turn into deals that close, the more you earn. There is no limit to the amount you can earn!

Someone who has never worked with us, or been referred to us before. If they're brand new to us because of you, they count!

After establishing they may be a good referral for our services, tell them you are going to refer them to us and we will follow up with them to discuss how we can best help them. Then just fill out the New Referral form with the required information (name and contact info, etc.). We'll take it from there!

Your payment occurs when your referral closes their first deal. Once the deal closes, we'll send you your share of the profit. 

If the deal fails to close there is no profit and therefore no payoff to you.

We can provide HUD statements from Title showing the total amount funded back to us on a successful deal close.

We typically wire your payment to the account of your choosing. Please note that before the first payment can be sent there's some additional paperwork to complete (standard for 1099 contractors): identity verification and a W-9 form. We'll send you a yearly 1099-NEC for all referral earnings and report them to the IRS as required by law.  (Note: Occasionally, escrow may send a paper check, causing a slight delay, but we'll keep you updated).

We have a dedicated channel in Slack that all referral partners are invited to join upon successful onboarding into the partner program. There you will find information regarding the services we provide and helpful tips on what to listen for when talking with prospects and questions to ask, before sending a referral. You can also share your wins and collaborate with other Referral Partners for ideas and best practices submit great referrals and best practices to submit great referrals consistently. If you can’t find the answer you are looking for there just send us a message in Slack, email us or give us a call. We're happy to help.

In rare cases, yes. We may restrict or cancel the partnership of anyone who indiscriminately submits referrals without checking if potential clients genuinely need our services. We value partnerships with individuals who refer investors with real and ongoing needs for transactional funding.