Referral Partnership Program
Help your clients move forward.
When traditional bank loans aren't the best option. Connect established business owners with funding options through Caris Funding's national network of lenders.
We value our referral partners and their relationships with their clients. Connect with us to see how we can work together.
A partnership built on trust
Your client relationships matter. We value the trust our referral partners place in Caris Funding and help the business owners you introduce explore options with clarity and personal guidance.
Real guidance
A funding specialist helps your client compare options.
Business-first review
Initial review focuses on business performance, without a hard credit inquiry.
No obligation
Clients can review available offers before deciding whether to proceed.
We value our partners— contact us for details on our Referral Partnership Program
Who to refer
Registered U.S. businesses with at least six months of operating history and $15,000 in monthly gross sales. The application requires four months of bank statements.
Funding for payroll, inventory, equipment and growth. When traditional lenders aren't an option.
Access from $5,000 to $1,000,000. Amounts and terms are subject to review and approval; approval is not guaranteed.
View funding applicationLet's connect
Interested in our referral partnership program? Leave your contact information to learn more.