Turn trusted business relationships into referral opportunities
The ROK Referral Partner Program gives professionals, business connectors, advisers, and service providers a way to introduce qualified businesses to ROK Financial and participate in a performance-based referral opportunity.
If you already work with business owners who may need financing, the ROK partner path allows you to make qualified introductions while ROK handles the financing process, product review, underwriting, provider relationships, and funding process.
The ROK Referral Partner Program is governed by ROK's applicable partner terms and requirements. Participation does not guarantee referrals, completed transactions, commissions, compensation, or income. ROK determines partner eligibility, referral handling, attribution, compensation, program requirements, and payment terms. SS Eisenhauer Enterprises LLC provides information and referral access to the ROK partner opportunity.
A referral path for professionals who already serve business owners
The ROK Referral Partner Program is designed for people and businesses that can introduce qualified business owners to financing resources. The partner makes the introduction; ROK handles the financing process.
Identify a Potential Financing Need
A client, customer, prospect, or business contact may need working capital, equipment financing, expansion capital, real-estate financing, or another qualified ROK financing solution.
Make the Referral
Use the ROK partner process to introduce the business. ROK then works with the prospect regarding financing information, documentation, available programs, underwriting, and next steps.
Earn on Qualifying Funded Transactions
Eligible partner compensation may be available when a properly attributed referral results in a qualifying funded transaction, subject to ROK's current partner-program terms.
The partner role is referral-focused
A ROK referral partner does not need to become the lender or manage the underwriting process. The opportunity is centered on identifying business-financing needs and making qualified introductions.
- Refer businesses that may need financing
- Use the applicable ROK referral process
- ROK handles financing discussions and application activity
- ROK and funding sources determine financing eligibility
- Compensation depends on qualifying funded activity
- ROK's written partner terms govern participation
Want the full partner-program details?
Review the dedicated ROK Partner page for the program structure, referral process, partner expectations, and application path before deciding whether to participate.
What a ROK referral partner does — and does not do
The ROK Referral Partner Program is built around qualified introductions. Partners help identify businesses that may need financing and connect them with ROK. ROK and the applicable funding source handle the financing process, qualification, underwriting, offers, and funding decisions.
Identify opportunities and make qualified introductions
- Identify business owners who may have a legitimate financing need
- Introduce qualified prospects through the applicable ROK referral process
- Explain generally that ROK offers access to multiple business financing solutions
- Maintain communication with appropriate business contacts and develop referral relationships
- Follow ROK's current referral, attribution, and participation requirements
- Receive eligible compensation when a properly attributed referral results in a qualifying funded transaction under ROK's terms
The lender, underwriter, or decision-maker
- Authorized to approve or deny a financing request
- Authorized to establish rates, fees, terms, financing amounts, or repayment obligations
- Responsible for underwriting or making credit decisions
- Authorized to promise approval, financing, rates, terms, or a particular outcome
- Automatically an employee, agent, lender representative, or financial adviser of ROK or SS Eisenhauer Enterprises LLC
- Guaranteed referrals, funded transactions, commissions, compensation, or income
Understand the ROK Partner Program before making referrals
A referral opportunity works best when the participant understands how ROK handles partner approval, referral attribution, financing activity, compensation, permitted representations, and program responsibilities before introducing prospects.
Partner Eligibility
Review who may participate in the ROK Referral Partner Program, whether an application or approval is required, and any restrictions or participation conditions that apply before representing yourself as a ROK referral partner.
Referral Attribution
Understand how referrals are submitted and associated with your partner relationship, how ROK tracks referral activity, and what happens when a prospect has already been introduced through another source.
Compensation
Review what qualifies for partner compensation, how compensation is determined, when payment may occur, and what conditions or events could make a referral ineligible for payment.
Permitted Representations
Know what you may and may not say about ROK, financing availability, qualification, approval, rates, fees, terms, funding speed, expected results, or your role in the financing process.
Referral Records
Maintain appropriate records of your referrals, communications, submitted prospects, qualifying activity, and compensation information in accordance with ROK's partner requirements and your own business-recordkeeping obligations.
Tax Responsibility
Referral compensation may create tax-reporting obligations. Participants are responsible for their own tax compliance and should obtain qualified tax advice when appropriate.
Before making your first ROK referral, know the answers to these questions
This page provides a general overview of the ROK partner opportunity. ROK Financial's current partner application, program materials, and governing written terms control participation, referral attribution, compensation, payment requirements, restrictions, and other conditions. Participation does not guarantee referrals, completed transactions, commissions, compensation, or income.
Review the ROK Partner Program or begin your application
If the ROK referral opportunity fits the way you already work with business owners, review the full partner-program information before applying. The detailed ROK Partner page explains the referral process, partner responsibilities, attribution, compensation, and important participation terms.
ROK Financial controls partner eligibility, referral procedures, attribution, compensation, payment conditions, program requirements, and other governing terms. SS Eisenhauer Enterprises LLC provides information and referral access to the ROK partner opportunity. Participation does not guarantee referrals, completed transactions, commissions, compensation, or income.