You refer. We fund.
Everyone wins.
Help your clients access fast and flexible business finance while you strengthen your client relationships. Join our referral partner program today.
Who partners with us
We work with professionals who serve business owners and want to offer tailored finance solutions — without the complexity or risk of managing finance directly.
Accountants & Bookkeepers
Help your clients secure fast business loans, working capital, equipment finance, and more — while we handle the entire funding process.
Business Advisors & Consultants
Support your clients’ growth by connecting them with trusted business finance solutions — while we manage the funding process from start to finish.
Equipment Vendors & Suppliers
Offer your customers finance options at the point of sale. Convert more quotes into completed sales with flexible funding solutions tailored to your products.
How it works
Simply share your client’s funding needs — we’ll guide them through the process and keep you updated every step of the way.
1
Share your client scenario
Reach out to our team with your client’s business funding needs. We’ll review their situation, gather any required details, and assess suitable finance options.
2
Compare Solutions & Get Offers
We work with multiple lenders to source the most suitable funding options. Your client receives indicative quotes to help them compare offers and make informed decisions.
3
Approval & Funding Secured
Once your client selects an option and approval is secured, funding is finalised and settled. Throughout the process, we keep both you and your client informed and supported.
Our Trusted Providers
Become a partner
Frequently asked questions
Who can become a Funding Loop referral partner?
We work with accountants, bookkeepers, finance brokers, business advisors, equipment suppliers, and professionals who work with business owners needing access to a finance partner.
How does the referral process work?
Simply reach out to our team with your client’s funding scenario. We’ll assess the situation, compare available lender options, present indicative quotes to your client, and guide them through the funding process from start to finish.
What types of finance solutions can my clients access?
We provide a wide range of business finance options, including working capital loans, equipment finance, trade finance, business loans, invoice finance, lines of credit, and other tailored funding solutions.
How much involvement do I have after referring a client?
It’s completely up to you. Some partners prefer a fully hands-off approach where we manage the entire process and keep you updated. Others prefer to stay more involved with their clients throughout. We tailor the approach to suit your preferences and the needs of your client.
Is there a cost to join the referral partner program?
No — joining the program is completely free and there are no ongoing obligations. For the right partners, we offer a revenue share model so you can participate in the success of your referrals.
How quickly can my client access funding?
Funding timelines vary depending on the type of finance and complexity, but many clients receive indicative offers within 24–48 hours, with settlement possible within a few business days once approvals are secured.
Do I need to have a finance background to refer clients?
No finance background is required. Our team handles all the finance and lender engagement — you simply introduce clients who have a funding need.
