Partner program
Bring your clients more ways forward.
For independent agents, brokers, and trusted advisors who serve business owners. You keep the relationship. We bring the lender network, processing partners, back-office services, and underwriting support.
What partners get
- Access to our lender panel across term, SBA, equipment, real estate, and working capital programs
- Credit card and ACH processing for low- to high-risk merchants through our ISO program
- Marketing, bookkeeping, and consulting you can offer clients at our published prices
- File review and submission support from our team
- Deal tracking in a shared CRM, with status updates
- Onboarding, product training, and compliance guidelines
Ways to partner
Choose how involved you want to be.
Introduce and step back
For CPAs, bookkeepers, insurance agents, attorneys, and business brokers. Introduce a client who needs help. We handle the work and keep you informed.
- No sales work required
- Status updates on every referral
- Referral compensation where permitted by law and your profession's rules
Own the client relationship
For funding and payments agents who source and manage their own clients. You work the deal; we provide lender access, underwriting guidance, and processing.
- Commission on your own funded and processing accounts
- Training and deal-structuring support
- Shared CRM and document portal
Expand your shelf
For established brokerages and ISOs that want additional lender programs or back-office services for their own book.
- Programs your current shop can't place
- Service offerings under your client relationship
- Terms set in a written partner agreement
Plain terms
How partner compensation works
Partners are independent contractors. Compensation is paid only on business you personally source that closes, and it comes out of the compensation Covenant Capital receives from the lender, processor, or client engagement. Exact rates are set in your written partner agreement before you submit any business.
- No fee to join, and nothing to buy
- No pay for recruiting other partners
- No income guarantees; earnings depend entirely on your own closed business
- Partners follow our compliance guidelines, including honest advertising and no upfront fees to clients
- Where a license is required for a product in your state, you must hold it
Apply
Tell us about your practice.
Send us your contact details and a partner manager will call you within 3 business days to learn about your practice. Approved partners receive a partner agreement, onboarding call, and access to the partner portal.
Prefer to talk first? Call (206) 466-0419 or send a message through our contact page.