Your clients need capital. We protect your relationship.
Bankers, brokers, accountants, attorneys, customs brokers and freight forwarders refer clients to Pivot Financing when a deal falls outside traditional lending.
Why partner with us
- A clear yes or no within 48 hours
- Referral fees paid on funded transactions
- We never compete for your client’s banking relationship
- Status updates on every referral
- Bilingual team for your Latin American clients
Who refers to us
Community and regional banks
Commercial finance brokers
CPAs and fractional CFOs
Customs brokers and freight forwarders
Trade associations and chambers of commerce
How referring works
1
Introduce
Send us the client and a short description of the deal.
2
We answer
A clear yes or no within 48 hours, with the reason.
3
You stay informed
Status updates at every stage, until funding.
4
You get paid
Referral fee on funded transactions.
