Outset Funding
Referral Partner Program

Turn your client relationships into a recurring revenue stream

Refer your business clients for funding they need. We handle everything. You earn on every deal, and every renewal, for the life of the relationship.

Diverse team of financial professionals

Who this is for

Built for professionals with client trust

If you already advise business owners, you're already sitting on a book of funding referrals.

Accountants & CPAs

Add a revenue line while helping clients access growth capital.

Bookkeepers

Turn your book of business into recurring monthly commissions.

Payment Processors & POS Reps

Bundle funding with your merchant offering. Win more deals.

Business Consultants & Advisors

Give clients the capital to execute the plans you build.

Earnings Calculator

See what your book of business could earn

Move the sliders. Watch the recurring revenue add up in real time.

Model your commissions

Adjust the sliders based on your realistic client volume and average deal size.

Expected Monthly Referrals3 / mo
Average Funding Amount$75,000
Your projected earnings
Estimated Monthly Revenue
$4,500
Estimated Annual Recurring Value
$54,000
*Illustrative estimate based on a flat 2% of funded volume. Actual commissions vary by product and deal.

How it works

Three steps. That's the whole program.

No portals to master, no scripts to memorize. Just a warm intro.

1

Refer a client

Send us a warm intro or drop their info in your partner portal. Takes under a minute.

2

We work with them

Our funding advisors handle the application, underwriting, and closing. White-glove from day one.

3

You get paid

Commission hits your account after funding — and again on every renewal, for life.

Partner Portal

Every deal, every payout, in one clean view

Log in anytime to see live pipeline status, funded amounts, and commissions earned. Zero guesswork.

  • Live pipeline tracking — Underwriting, Docs Out, Funded
  • Per-deal commission breakdown with renewal history
  • Automated payout summaries, delivered weekly

What makes us different

A partnership built on trust

We know your reputation is on the line. Here's how we protect it.

No Double Dipping

One clean commission per deal. No hidden fees stacked on top of your client's rate.

We Protect Your Client Relationship

We never cross-sell, poach, or contact your client for anything outside the deal you sent us.

Full Transparency

Live dashboard showing pipeline, status, payouts, and renewals. No black box.

FAQ

Questions, answered

Partners earn 2% of the funded amount on every deal, plus renewals for the life of the client. Top partners earn six figures a year passively.
1
Apply Online (30s)
2
Quick Alignment Call
3
Account Activation

Become a Partner

Takes 30 seconds. We'll be in touch within one business day.

Step 1 of 2