Leverage Existing Relationships
Turn the trust you have already built with clients, customers, and business contacts into a practical financing resource they can use when capital is needed.
Access to 75+ Commercial Lenders
Open the door to a broad lender network so your referred businesses can explore competitive options, stronger fit, and financing paths that match their goals.
Real-Time Portal Access
Stay informed with portal visibility that helps you follow referral activity, track progress, and remain connected to the opportunity pipeline.
Aggressive Commissions
Build a meaningful referral revenue stream by introducing qualified businesses that move through the process and fund successfully.
A Simpler Way to Add Financing Solutions to Your Business Network
This page is designed to convert high-trust professionals into active referral partners. Whether you serve business owners through consulting, advisory, sales, accounting, operations, real estate, or professional services, this program gives you a straightforward way to connect clients with financing resources and earn when deals fund.
A Simple 3-Step Partner Process
The path is built for speed, clarity, and minimal friction so you can focus on relationships while the financing team handles the heavy lift.
Provide Client Information
Submit the client’s basic contact details so the financing team can begin the process. The goal is a clean handoff with enough information to move efficiently.
Sit Back & Relax
Once the referral is submitted, the financing team works directly with the client to identify options, answer questions, and guide the transaction forward.
Receive Commission
When referred transactions fund, eligible partner commissions are paid based on the partner program structure, creating a scalable referral income stream.
Ideal for professionals who already have the trust
The strongest referral models do not begin with cold outreach. They begin with credibility, existing conversations, and clients who already turn to you for guidance.
Start Your ROK Partner Application
Choose your preferred language and take the next step toward becoming a referral partner.
Frequently Asked Questions
Give prospects immediate clarity before they leave the page.
Who is this program for?
It is designed for professionals and connectors who work with business owners and want a streamlined way to refer clients for financing solutions.
What do I need to submit a referral?
Basic client contact information is the starting point, allowing the financing team to connect, assess needs, and guide the next steps.
How do commissions work?
The page positions commissions around funded referral transactions, making successful funding the key trigger for partner earnings.
Is there Spanish-language support?
Yes. A Spanish-language application path is available, making it easier to serve bilingual audiences and Spanish-speaking referral prospects.
Speak With a Business Financing Advisor
Prospects who are not ready to complete the application immediately still need a clear next step. This section gives them a reason to engage now, get answers, and move forward with confidence.
Speak With an AdvisorPartner Support Includes
- Application guidance
- Referral process support
- Financing pathway explanations
- Clear next-step conversations
Ready to become a ROK Partner?
Choose your language, complete the application, and start building a stronger referral revenue stream.