Referral Partner Program

Send us a client.
Watch every step
of the deal.

CPAs, attorneys, brokers, agents and advisors refer business owners to P&L Capital. Each partner gets a private portal that shows every client they've referred — where the deal stands, the loan number, the funded amount, and the commission earned.

Apply to become a partner →Partner login
— How it works

Four steps from
introduction to commission.

Step 01
Apply

Tell us about your practice and the clients you serve. We review every application personally.

Step 02
Get your login

Once approved, you'll get an email invite to set a password and open your partner portal.

Step 03
Refer clients

Submit a client from the portal in under a minute. We reach out, find the right product, and keep you posted.

Step 04
Track & get paid

Follow each deal from review to funding. Commission is a percentage of the funded amount, shown as soon as a deal closes.

— Your partner portal

Every referral, in one place.

  • Status — submitted, in review, approved, funded or declined.
  • Loan number — the file reference to use when you call us.
  • Loan amount — what the client requested and what was funded.
  • Commission — earned on each funded deal, and when it was paid.
Partner portalSample data
ClientStatusLoan #AmountCommission
Harbor Street BakeryEquipment LendingFundedPL-24817$85,000$1,275
Gulf Coast HVACBusiness Line of CreditApprovedPL-24903$150,000Pending
Bayside Dental GroupSBA LoansIn review———

Become a
referral partner.

Tell us a little about you. We'll follow up within two business days, and approved partners receive an email invite to their portal.