Bring business funding into your website, platform or customer journey. Westwind handles the merchant from the first conversation through closing. You share in the revenue when deals fund.
The trust you’ve built should carry into the funding experience. One Westwind team owns the conversation. We use the context your customer shares to understand what they need, find relevant options and guide the next steps. You open the door. We do the work.
HOW THE PARTNERSHIP WORKS
One connected journey. Real people behind it.
Your customer starts with you. Our internal team takes responsibility for the funding process, with one coordinated conversation instead of competing sales calls.
01 YOUR CUSTOMER EXPERIENCE
The relationship starts with you.
Website or content
Platform or customer portal
Member or customer communication
Context travels with the introduction
Business details, funding need and partner source, shared with permission.
02 WESTWIND HANDLES THE FUNDING
Your funding team.
One coordinated merchant relationship.
Understand the business
Start with the context shared and confirm the merchant’s goals.
Data verification & packaging
Review the information and prepare the funding file.
Match & explain the options
Coordinate relevant lender reviews and walk through available offers.
Guide the deal through closing
Manage follow-up and help the merchant make an informed decision.
03 WHEN A DEAL FUNDS
FOR YOUR CUSTOMER
Capital to move forward.
Funding selected with a clear understanding of the terms.
FOR YOUR BUSINESS
A share of the revenue.
Your partnership is credited for eligible funded introductions.
Westwind manages the follow-up. Your customers are not sold as leads or handed to a list of competing brokers. We coordinate the lender conversations needed to move their funding forward.
WHO IT IS FOR
You already reach business owners.
Make funding a useful extension of the relationship you have with them.
You bring the audience and the context. We bring the team to work each opportunity.
01
Software & SaaS platforms
Help customers act on a funding need within the tools they already use.
02
Publishers & newsletters
Give your business audience a practical next step when capital comes up.
03
Marketplaces & directories
Connect business buyers and sellers with funding support at the right moment.
04
Payments, payroll & accounting
Bring a funding conversation closer to the cash-flow needs you already see.
05
Associations & business communities
Make a trusted funding resource available to your members.
BUILT AROUND YOUR CUSTOMER JOURNEY
Choose where the conversation starts.
We’ll agree the entry point, branding and data handoff together. The right setup depends on your audience and how much you want to integrate.
01
A partner funding link
A clear next step from your content or customer journey.
An attributed route to Westwind
Co-branded entry page scoped together
Useful for websites, emails and communities
A straightforward place to start02
An embedded application
Collect the first funding details within your own experience.
An application placed in your website
Relevant context shared with permission
A coordinated handoff to our team
For a more connected customer journey03
A deeper platform connection
Plan a handoff around the way your platform works.
Agree the data and integration requirements
Define attribution and progress updates
Set branding and communication expectations
Scoped with your product and technical teams
SHARED SUCCESS
A better customer experience. A new revenue stream.
Earn revenue share on the eligible deals Westwind closes and funds, using the same compensation structure as our referral partner program.
