REFER A CLIENT
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Introduce a client to eCapital and get up to $5,000
You’ve built strong relationships in the industry
Refer another company to eCapital, and you’ll help them access the capital they need to grow—whether through A/R financing, asset-based lending, supply chain finance, or another tailored solution—while you earn additional revenue from every funded referral.
If your referral becomes a client, you can earn between $500 and $5,000
HOW IT WORKS
Submit your referrals in just a few steps
OUR STORY
The financing partner your referrals can count on—now and long-term
Clients choose eCapital when they need an engaged, solutions-oriented, long-term credit partner with proven capacity, creativity, and continuity. Our expertise is customization—whether on a $5 million or $150 million facility, employing a meticulous, hands-on strategies.
Our tight-knit group of financing experts are agile and client-centric, yet backed by extensive resources with the scale to conquer any challenge. This means we are going to be a better credit partner through every business cycle, bringing capabilities and passion—as patient, flexible problem-solvers—other providers simply do not have. Our track record speaks for itself.
Trusted by the industry
eCapital gave us the flexibility to scale fast without cash flow holding us back. They get how our business works—and it shows.
PRIVATE CONSUMER BRAND
SUCCESS STORIES
From introduction to impact—specialty finance solutions that deliver
Helping clients while earning on the side
OVERVIEW
A business consultant regularly advised mid-market companies on restructuring, growth strategies, and cash flow optimization.
CHALLENGE
Many of the consultant’s clients needed capital quickly but were often declined by traditional banks. While the consultant knew of alternative lending options, they weren’t formally connected to a funding source.
SOLUTION
The consultant partnered with eCapital’s referral program, connecting clients to tailored financing solutions like ABL, factoring, and supply chain finance. As their clients secured funding, the consultant earned commissions—offering more value to clients while creating a new revenue stream.
Closing transactions with capital at the ready
OVERVIEW
An M&A advisor was working with a client on a management buyout that required additional liquidity to finalize the deal.
CHALLENGE
The buyer lacked the capital to complete the transaction, and traditional lenders couldn’t move fast enough. Without timely funding, the deal was at risk of falling through.
SOLUTION
The advisor referred the client to eCapital, where a custom-built acquisition financing solution was quickly arranged. The M&A transaction closed on schedule, and the advisor received a referral commission—helping the client succeed while strengthening their own professional reputation.
Solving cash flow gaps for a stressed client
OVERVIEW
A CPA firm had a long-standing manufacturing client struggling with slow customer payments and mounting supplier obligations.
CHALLENGE
Despite strong receivables, the client lacked cash-on-hand and was nearing a breaking point. The CPA firm wanted to help, but traditional lenders weren’t an option due to recent financial volatility.
SOLUTION
The CPA referred the client to eCapital’s commercial finance team. Within days, the client secured a factoring facility that converted invoices into working capital. The CPA gained a grateful client and earned a referral reward—while maintaining a trusted advisor role.
Frequently asked questions about referring trucking clients to eCapital
How does the eCapital referral program work for commercial finance clients?
It’s straightforward: refer a business to eCapital, and if they secure financing through us, you earn a referral commission. We manage the underwriting, onboarding, and funding—keeping you informed every step of the way. Whether you refer one client or many, it’s a simple way to turn your network into a revenue-generating asset.
Who is an ideal referral for eCapital’s commercial finance services?
Strong referrals include business owners, CFOs, advisors, or consultants working with companies that:
- Are facing cash flow gaps
- Have extended receivables cycles
- Need funding for growth, payroll, equipment, or restructuring
- Have been turned down by traditional banks
Industries we commonly serve include manufacturing, wholesale, staffing, healthcare, transportation, and distribution.
What commercial finance solutions does eCapital offer that benefit referrals?
We offer a wide range of tailored financing options, including:
- Invoice factoring for fast access to working capital
- Asset-based lending (ABL) secured by receivables, inventory, or equipment
- Supply chain finance to pay suppliers while preserving cash flow
- Payroll funding for staffing firms
- Acquisition and turnaround financing for businesses in transition
All backed by dedicated support, fast decisions, and flexible terms designed around the client’s needs.
How are referral commissions paid?
Referral commissions are typically paid monthly once your referral begins funding. eCapital maintains a transparent process so you’ll always know the status of your referral and when to expect your payout.
Do I need to be an eCapital customer to refer commercial finance clients?
Not at all. Whether you’re an advisor, accountant, lawyer, banker, or simply know a business that could benefit from faster, more flexible funding—you can refer and earn. No prior relationship with eCapital is required.
Will I be updated on my referral’s progress?
Yes. eCapital values transparency and communication. You’ll receive updates as your referral moves through the approval and onboarding process, and you’ll be notified once they begin funding and your commission is active.
How do I get started with referring clients to eCapital?
Getting started is easy. Reach out to our team or sign up through our referral partner portal. We’ll provide everything you need—custom tracking, sales support, and dedicated contacts—to help you confidently refer and earn with eCapital.