Join the Whitmire Financial Partnership Program
Bankers, CPAs, attorneys, commercial real estate agents and professionals in the consulting industries often meet with businesses who require consistent and reliable access to funds. Gain the benefits of referral through our program and see your customers source the funds necessary for their next step. When we work together as a community of professionals, everybody wins. We support one another and see locally owned small and medium sized businesses grow.
Your Trusted Partner
When you refer out your clients you need to know your partners have your client’s best interests at heart. With Whitmire Financial, your trust is in good hands. We review your client’s financials to identify opportunities that won’t leave them upside down on a loan. We manage to payments that are reasonable, terms that won’t create a burden, and financial instruments that fit the objectives and capacity of the borrower. We source loans from reputable lenders that fund loans based on a sound business plan and the borrower’s capacity to pay.
Your clients are yours
With our program, we track clients to their referral source so we can refer back to you. Furthermore, should your client seek additional funds for another project, you retain the benefit of partnership on subsequent deals.
Get the right funds
Many banks and credit unions are limited in their ability lend due to the frame of their “black box,” the terms and conditions they write for lending. Online lenders often only promote the loans that are easy for them to close. Together, these can leave businesses underfunded and with a limited set of options as compared to the broader market. We source over 100 independent, entrepreneurial lenders ready to fund a sound business plan, without the arduous requirement of an equity stake.
Start Referring Today
When you become a referrer, you are eligible for referral commisions that provide value as part of your work with your client. Often the conversation about financial goals and objectives start long before we meet with your client. We respect that work, and recognize our partners within our equitable profit sharing program.