One handoff
Send us the business and what it needs. We own the intake, the file, the lender matching, and the follow-up.
FOR REFERRAL PARTNERS
You make the intro.
We take it from there.
When someone in your network needs funding, send them to us. One advisor runs the whole process, and you stay in the relationship the entire time.
Become a partnerClient introductionsSimple
Client relationshipsProtected
Funding advisorDedicated
Progress updatesClear
Referral compensationEarn
BUILT FOR THE RELATIONSHIP
Refer with your name on it.
Every intro you make puts your reputation on the line. We give your client a clear process with one advisor running it - and you never have to act like a lender, a broker, or a credit analyst.
A real advisor, start to finish
One advisor explains what lenders require, walks your client through the offers, and stays on it through closing.
More than one type of funding
We look at your client across several product types instead of pushing them into one.
Your relationship stays yours
We record who referred the deal, we credit you as the source, and we contact your client the way you and we agreed.
Updates without the mess
You hear how the deal is progressing. You don't get pulled into underwriting or your client's private financials.
You get paid
A funded referral can earn you compensation if it qualifies, under a signed partner agreement and subject to the rules and disclosures that apply.
FOR REFERRAL PARTNERS
One introduction. We handle the rest.
One advisor guides your client. You stay informed from introduction to funding.
Introduction
Client contactFunding needReferral source recorded
PERMISSION FIRSTYou introduce
A handoff your client agrees to.
Advisor intake
- Intake & documents
- Review the file
- Confirm the goal
We build the file
One complete funding profile.
Find the options
- Check product fit
- Match lender criteria
- Compare offers
Cost · Payment · Flexibility
We find the fit
Options matched to the business.
Client decision
- Understand the terms
- Choose the right fit
- Coordinate closing
Your client chooses
Guidance through the decision.
Client funded
Funds to the business
You get paid
For eligible referrals
Close & earn
Funding and eligible compensation.
Referral compensation applies to eligible deals that fund, under your signed partner agreement.
Your client relationship stays yours.
We handle the funding conversations and keep you updated on progress.
Referral partner
You make the introduction.
Your source is recordedWestwind advisor
Intake, options & closing.
One point of contactYour client
Shares details. Chooses funding.
The decision stays theirsProgress updates keep you informed without sharing your client’s private financials.
WHO IT IS FOR
For people business owners already trust.
You don't have to sell financing. You just have to spot the moment when funding would fix a real problem - and make the intro.
- 01CPAs, accountants, and bookkeeping firms
- 02Business consultants and fractional CFOs
- 03Marketing agencies and technology providers
- 04Attorneys, M&A advisors, and real estate professionals
- 05Vendors, associations, and business communities
We have introduced multiple clients to Westwind when working capital became part of the conversation. Their team organizes the options, guides the client through every step, and creates a meaningful new revenue stream for our firm.
Josh FoxFox Accounting · Referral Partner
PARTNER PERFORMANCE
A referral program should show its numbers.
We track every step: the intro, what the client did next, whether it funded, and what you were paid.
Replace the clearly marked placeholders with verified reporting figures and the applicable measurement period before public launch.Applications from partners
Qualified applications that came in through our referral-partner network.
Average time to first offer
Average time from a complete client file to the first offer back.
Referral success rate
How many qualified partner applications end up funded.
Paid to referral partners
Total referral compensation paid out under signed Westwind partner agreements.
WESTWIND PARTNERSHIPS
Give your next client a straighter path to funding.
Tell us who your clients are and when funding tends to come up. We'll keep the referral process simple and above board.
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.