Program Expected Results

• FinServe seeks to partner with lenders with the capacity to scale funding volume 5x–10x

• Our portfolio lenders generally onboard 80%+ inbound referral partner leads

• Cast the largest footprint, situate portfolio lenders in front of thousands of referral parters

Who is this for?

We work with lenders who are operationally ready to scale.

• Revenue-based finance companies

• MCA funders

• SBA lenders

• Equipment finance lenders

• Commercial finance platforms

• Real estate lenders

• Line of credit lenders

FinServe only partners with a limited number of lenders. Only lenders with unique competitive advantages over the rest of our portfolio are considered.

A Portfolio-Level Partnership

As a FinServe Recommended Lender, you become part of a curated lending portfolio that our referral partners and ISOs are introduced to, trained on, and encouraged to work with directly. This is about integration — not outsourcing.

Our role is to strengthen your origination infrastructure and position your company as a preferred funding source within our ecosystem.

What Partnership Includes

Through this relationship, FinServe works alongside your leadership team to:

• Facilitate new referral partner and ISO relationships consistently over time

• Implement structured lead response management systems for your business development team

• Support onboarding processes that have produced 80%+ referral partner activation rates for our existing portfolio of lenders

• Enable referral partners and ISOs to contract directly with you and submit deals directly to your underwriting team

• Foster strategic lending partner and investor relationships that expand your lending capacity

Infrastructure for Sustainable Growth

This partnership is designed to help you build a scalable lending platform, not just increase short-term deal flow. Recommended lenders gain access to:

• Increased and diversified submission volume

• Embedded lead response management automation

• Operational consulting and scaling guidance

• Strategic growth frameworks that have helped other portfolio lenders increase monthly funding volume by more than 10x over time

Mutual Fit Matters

FinServe Recommended Lender status is selective. We evaluate alignment, operational readiness, capital capacity, and long-term partnership goals.

If you are seeking a strategic growth alliance — not a vendor relationship — we invite you to complete the qualification form above to explore whether a partnership with FinServe MarketPlace is the right fit for your organization.

Build with us. Grow with us. Become part of the portfolio.