Broader product access
Evaluate working capital, lines of credit, term debt, equipment, receivables, SBA, commercial real estate, private credit, and other qualified structures through one relationship.
FOR ISOS & BROKERS
More ways to place the paper.
One deal desk behind you.
Bring Westwind the opportunities that need broader product access, stronger packaging, or a more deliberate capital structure. You own the relationship; we help move the deal forward.
Become a partnerPartner splitsUp to 80/20
ProtectionBackdooring
PayoutsNext day
Partnership managerDedicated
to partner perksAccess
BUILT FOR THE RELATIONSHIP
A placement partner built for deals that need more than one box.
Westwind combines a structured business profile, product-level lender criteria, and experienced human review so your opportunity reaches providers aligned with the actual use of funds and repayment capacity.
One structured deal file
We help organize the request, financial package, debt schedule, and business narrative before the opportunity reaches provider review.
Focused lender matching
Your paper is screened against product fit, deal size, industry, timing, collateral, documentation, and lender criteria-not simply sent everywhere.
Deal-desk support
Work with a Westwind capital advisor on packaging, lender questions, offer comparison, follow-up, and the path to closing.
Your relationship stays yours
We operate as your placement partner under agreed relationship-protection terms and keep the commercial handoff clear.
Transparent partner economics
Compensation and responsibilities are documented in the partner agreement before funded opportunities move through the program.
HOW IT WORKS
From submitted paper to funded deal.
One placement desk.
Submit the opportunity once. Westwind helps structure the file, identify the right product and providers, coordinate review, and support the deal through closing-without taking over your client relationship.
01 structured handoff05 placement stages1:1 deal-desk support
01
STRUCTURED HANDOFF
Submit the opportunity
Share the business profile, capital objective, timing, and available documents through one structured handoff.
YOU GETOne protected opportunity record
- Submit the borrower profile, use of funds, and timing
- Client ownership and communication roles are documented
02
DEAL PREPARATION
We structure the file
Westwind reviews the request, organizes the documentation, and identifies the most relevant product lane.
YOU GETA lender-ready capital package
- Financials, debt schedule, and business narrative organized
- Gaps and underwriting questions identified early
03
FOCUSED PLACEMENT
We match relevant providers
The opportunity is screened against product fit, lender criteria, deal size, industry, collateral, and timing.
YOU GETA focused provider shortlist
- No indiscriminate lender blasting
- Broader access across commercial capital products
04
OFFER & CLOSING
You review and close
Westwind coordinates provider questions and qualified offers with you while you retain control of the client relationship.
YOU GETThe client selects a suitable structure
- Clear comparison of cost, payment, and conditions
- Deal-desk support through final provider requirements
05
PARTNER ECONOMICS
You earn commission
When an eligible submitted transaction funds, partner compensation is processed according to the signed ISO agreement.
YOU GETCommission paid under agreed terms
- Transparent funded-deal confirmation
- Documented compensation and payment schedule
Program access, provider availability, approvals, funding, and partner compensation are subject to complete documentation, provider criteria, underwriting, the signed ISO agreement, and applicable law.
WHO IT IS FOR
Built for originators who care where the deal lands.
The ISO and broker program is designed for commercial finance professionals who want deeper product coverage without losing control of the client relationship.
- 01Independent ISOs and commercial finance brokers
- 02Loan consultants and specialty product originators
- 03Bank-decline and out-of-box commercial opportunities
- 04Brokers expanding beyond one product or lender panel
- 05Teams that need packaging and placement support
Westwind gives our team a credible place to send opportunities that fall outside our core box. We keep the relationship, gain access to a deeper placement desk, and close business we would otherwise have to turn away.
Independent ISO PartnerCommercial Finance Brokerage
PARTNER PERFORMANCE
Better placement should create measurable production.
We track the ISO relationship from submitted opportunity through offer presentation, funded conversion, and partner compensation.
Partner-submitted opportunities
Commercial finance opportunities submitted through participating ISO and broker relationships.
Average time to first offer
Average time from a complete submission to the first offer received.
Placement success rate
Share of qualified partner submissions that received at least one offer.
Paid to ISO partners
Total compensation paid to ISO partners under signed Westwind agreements - and counting.
WESTWIND PARTNERSHIPS
Bring us the deal that needs a better path.
Tell us what you originate, where deals are getting stuck, and which products you want to add. We will map the right Westwind partner structure with you.
Whether we accept you as a partner, what we pay you, how we protect your relationship, and the program's terms all depend on a written partner agreement and a compliance review.