Referral partners
Be the reason
they got funded
Your clients ask you where to get capital. Give them an answer you'd stake your name on.
How it works
Refer, track, earn
- 1
Send a link
Share your link or enter the client yourself.
- 2
Client connects
They connect accounts in about two minutes.
- 3
Track the file
See status in your portal in real time.
- 4
Get paid
Funded deals pay you within [X] days.
Both sides
What your client gets,
what you get
Your client
- Two-minute connection
- No hard pull
- One advisor
- Plain-number terms
- No calls from anyone but Tovah
You
- Commission on every funded deal, renewals included
- Real-time portal
- Co-branded intake page
- Monthly statements
- A partner manager
Who it's for
Trusted advisors
- CPAs & bookkeepers
- Fractional CFOs
- Business consultants
- Payroll & HR providers
- Insurance agents
- Commercial real estate brokers
FAQ
Questions, answered plainly
Do I need a license?
Referral arrangements vary by state. We'll walk through your situation during onboarding.
How much do I earn?
Commissions are set in your partner agreement and shown in your portal for every funded deal.
Can I white-label?
You get a co-branded intake page. Full white-label is available through Embedded Capital.
What if my client is declined?
We tell them why and what would change the answer. We don't pass their file to anyone else.
Do you contact my client directly?
Only about their application. We never remarket to your client.
Put capital inside your product
One integration. Your brand. Our underwriting and lender network behind it.