A referral partnership built for professionals.

Your clients trust you. When they need capital, that trust is on the line with whoever you send them to. Our partner program is built around one promise: your client gets handled the way you’d handle them — and you stay informed the entire way.

CPAs & Accountants Attorneys Loan Brokers & ISOs Commercial Real Estate Pros Equipment Vendors & Dealers Business Consultants Insurance & Payroll Professionals Bankers With Declined Deals

Why Partner With JWC

Your name travels with every referral.
We treat it that way.

White-Glove Client Handling

Every referred client gets a dedicated specialist, a clear explanation of their real options, and total payback in writing before anything is signed. No pressure tactics, no bait-and-switch, no products forced onto files they don’t fit. If we can’t genuinely help, we say so — respectfully and fast.

Full Status Transparency

You’re never left guessing what happened to your referral. We keep you informed at the milestones that matter — received, in review, options presented, funded, or declined with the reason — consistent with the client’s consent and confidentiality.

Speed Your Clients Will Notice

Referrals are engaged the same business day whenever possible. Your client called you because they move fast; the worst outcome for your reputation is a referral that sits in a queue. Ours don’t.

Straightforward Compensation

Referral partners are compensated for funded business under a clear written agreement — terms defined up front, before your first referral, so there’s never ambiguity about how the relationship works.

The Process

Three steps. No friction.

1

Register Once

Submit the partner form below. We’ll schedule a short call, align on how you work, and put the referral agreement in writing before anything else.

2

Send the Introduction

A warm email intro, a phone handoff, or just a name and number with the client’s permission — whatever fits your style. We take it from there, same business day whenever possible.

3

Stay Informed, Get Paid

We work the file, keep you updated at each milestone, and compensate you on funded business per the agreement. Your only job was the introduction.

Quick Reference

What a strong referral looks like.

You don’t need to pre-qualify anyone — that’s our job. But if you’re wondering whether a client is a fit, this is the typical profile our funder network serves best.

Outside these ranges? Send them anyway. Programs vary, edge cases fund all the time, and if nothing fits today your client gets an honest explanation of what would change that — which still reflects well on you.

Typical Funding Profile

  • U.S.-based business operating 6+ months
  • Roughly $15,000+ in monthly gross revenue
  • Business bank account with consistent deposits
  • Capital need of $25,000 to $2,000,000+
  • A business purpose — working capital, equipment, expansion, consolidation, or a time-sensitive opportunity

Partner FAQ

The questions partners actually ask.

Will you ever market other products to my clients?+

No. Referred clients are engaged for the funding need you sent them for. We don’t cross-sell, list-build, or treat your relationships as our pipeline. Your client remains your client — that’s the foundation of the entire program.

How and when do I get paid?+

Compensation applies to funded business and is paid under the written referral agreement we sign before your first deal. Specific terms and timing are defined in that agreement so everything is documented up front.

What do I need to send you?+

At minimum: the client’s name, business, contact information, and their permission for us to reach out. A warm email introduction works even better. We handle the application, documentation, and underwriting conversation from there.

What happens if my client doesn’t qualify?+

They get a respectful, specific explanation of why, and what would strengthen their file — at no cost. You get informed of the outcome. A well-handled decline protects your relationship as much as a funded deal does.

I’m a broker or ISO with my own funder relationships. Why work with you?+

Send us the files that fall outside your box — products you don’t place, situations your funders decline, or overflow you don’t have bandwidth to work. You monetize deals that would otherwise die in your inbox.

Is there any cost or volume commitment?+

None. No fees to join, no minimum referral volume, no exclusivity requirement. Send one deal a year or five a month — the agreement works the same way.

Get Started

Register as a partner.

Tell us who you are and how you work. We’ll reach out within one business day to schedule a short alignment call and put the agreement in writing.

Prefer to talk first? Call (800) 000-0000 or email funding@jwcbusinesscapital.com.

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