Whoever you are, you know a business owner who needs capital.
Bankers, CPAs, agents, dealers, attorneys and connectors introduce business owners to Capco Capital. Our commercial lending advisors find the right financing across our lender network, and you follow every introduction in your own partner portal. Pick who you are to see how it works for you, including whether a referral fee applies.
Free to join · No obligation · You never work a file
Already a partner? Partner login
Opens the partner sign-up form on your phone.
Pick your lane. Each one is built for how you work.
Some professions can receive a referral fee, some must disclose it to their clients, and banks, credit unions and business attorneys work with us on a no-fee basis. Choose yours and we'll show you exactly how it works.
- Banks & credit unionsCan't close it? Don't send them away with a no.No fee, by design
- CPAs & accountantsHave a good answer when clients ask about financing.25% of our fee, disclosed to your client
- Wealth managers & plannersHelp business-owner clients borrow well, not badly.25% of our fee, disclosed to your client
- Insurance agentsYou hear about the new truck or building first.25% of our fee
- Business attorneysBring us in early when financing is the long pole.No fee, by design
- Equipment dealersDon't lose the sale to the financing.25% of our fee
- Commercial real estate prosProtect the closing with financing that fits.25% of our fee
- Business brokersGet the buyer financed so the deal closes.25% of our fee
- Influencers & creatorsYour audience runs businesses. Share something useful.25% of our fee
- OtherConsultants, past clients, brokers and connectors.25% of our fee
One program, three lanes, and the rules are the reason
Whether a referral fee applies depends on who you are, not on how good the introduction is. Here's why, in plain words.
Referral fee
Insurance agents, equipment dealers, commercial real estate pros, business brokers, creators and everyone else.
You make the introduction, we do the work, and you receive 25% of our fee when a deal you introduced funds.
- Paid after we're paid, with a current W-9
- Never added to the loan or charged to the borrower
- Creators keep a short #ad line on posts
Referral fee, disclosed to your client
CPAs, accountants and bookkeepers, and financial planners and wealth managers.
You serve your own clients, so your professional rules say they should hear about any fee from you, in writing, before the introduction.
- A signed written disclosure to your client first
- CPAs: no fee if your firm prepares statements a lender may use
- Planners: your firm approves in writing first
No fee, by design
Banks, credit unions and business attorneys.
Banks and credit unions: federal law bars anything of value to their employees for referrals, so we never offer it. Attorneys: we keep it simple, with no fee, so there's no conflict to manage and nothing to disclose. Your client gets exactly the same help.
- Banks: nothing to anyone, the institution included. We're stricter than the law.
- Attorneys: nothing about compensation to disclose to your client
- A status-only portal for every introduction
Three steps, and you never work a file
Pick your lane and sign up
Tell us who you are and accept the agreement for your lane. Van reviews it personally and emails your portal login.
Introduce businesses
Send a business from your portal in a minute, share your link, hand over the bank handout, or show your QR code.
We advise. You follow along.
We contact the owner, find the best-fit lender in our network and keep your portal updated. Fee partners receive 25% of our fee when it funds.
Watch every introduction move
Real screens from the partner portal, shown with the sample deals every new partner gets on day one. Fee partners see their fee on every deal; no-fee partners (banks, credit unions and attorneys) see status only.
Fee partners see what their introductions are worth
- Fees earned, paid and still in the pipeline, at a glance.
- Your share is spelled out: 25% of our fee on every funded deal.
- No-fee partners (banks, credit unions and attorneys) get the same view of status, with no fees anywhere.
Every introduction, live
- Each business you send, with product, deal size and stage.
- Know at a glance when a deal is waiting on the client.
- Updated as we work the file. No calls to chase a status.
Step by step, from Received to Funded
- Received, Connected, In review, Matching lenders, Approved, Closing, Funded. With dates.
- Fee partners see their estimated fee while it's in the works, then earned, then paid.
- One tap asks your advisor to follow up. The owner's financials stay private.
Daily posts with your link already in
- Ready-to-paste posts for LinkedIn, Facebook, Instagram, X and short video.
- Your personal link and the disclosure line are built in. Copy, paste, post.
- Post when it suits you, or get the kit by email.
Your referral link, in your pocket
- Show your QR code to anyone who needs business funding.
- Anyone who applies through it is credited to you automatically.
- Download it for flyers, signage, business cards or your social profiles.
Screens show sample data from the portal demo, not a real partner's deals or earnings.
What could you earn?
Set the sliders to match the business owners you know, and see what your introductions could add up to.
Your estimated fees a year
Estimated fees: $12,000 a year, about $1,000 a month. About 10 funded deals a year.
Assumes Capco Capital earns about 2% on a funded deal; your share is 25% of that. Illustrative, not a promise; actual fees depend on what funds.
The calculator applies to fee partners. Banks, credit unions and business attorneys: no fee, by design. Banks · Attorneys
Sign up now. It takes about two minutes.
Choose who you are, accept the agreement for your lane, and we'll email your portal login as soon as you're approved. Free to join, no obligation.
Capco Capital LLC is a commercial lending advisor, not a lender. We arrange commercial, business-purpose financing through our lender network, nationwide except California; credit decisions are made by the lenders. Referral fees apply only to funded commercial, business-purpose deals, never to residential mortgages or real-estate transactions. They are paid after we're paid with a current W-9 on file, are never added to the loan or charged to the borrower, and are disclosed to the borrower in writing. The standard partner share is 25% of our fee. Partners introduce only: they never quote, obtain, present or negotiate financing terms. Partners in licensed professions disclose any fee to their own clients as their rules require, and take none where those rules don't allow it. Business attorneys are never compensated for introductions. Banks and credit unions, and their officers, employees, agents and attorneys, are never compensated for introductions; they use our bank page. Earnings shown are illustrative, not a promise: actual fees depend on what funds.
