What are best practices for business funding professionals?
Disclose costs clearly, never submit a file without written permission, protect client data, avoid unnecessary stacking, keep clients informed at every stage, and work with funding partners who respect your relationship. Renewals and referrals—not one-time commissions—build a durable business.
Transparency compounds
Clients who understand what they signed refer others. Clients who feel surprised do not renew.
Protect the relationship
Choose funding partners who commit in writing that your clients remain your clients.
Put this to work on a live file
Submit your deal and we'll review it personally—typically answered within one business day.
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