FINANCIAL SERVICE PROVIDERS AND TRUSTED ADVISORS TO BUSINESSES

CPAs, RIAs, Insurance Brokers and Attorneys

Fundation’s unique approach to lending makes us a faster, smarter and far more convenient alternative to a bank or other non-bank lenders.  Whether your clients need funding to expand their businesses or they’re simply looking for working capital, Fundation can help them achieve their goals with a loan that combines affordable terms with a streamlined application process and the convenience of conducting business electronically.

INTERESTED IN BECOMING A FUNDATION PARTNER?

WHY PARTNER WITH FUNDATION?

  • Add another revenue stream to your business
  • Offer your clients a loan similar to a bank, without the hurdles
  • We take customer experience very seriously
  • We are a well-capitalized direct lender. We originate and hold every loan on our own books
  • We are backed by a $4 billion private equity firm
  • Our management team has decades of experience in lending to businesses and consumers

OUR PRODUCTS

  • Loans up to $500,000
  • Terms of 1–4 years, with no prepayment penalties
  • Simple interest—only pay interest on the amount, for the time borrowed
  • Personal guarantee and UCC-1

BENEFITS FOR YOUR CLIENTS

  • Dedicated customer support from start to finish
  • Customer friendly product
  • Speed of delivery—capital available in as little as 3 business days

BENEFITS FOR YOU

  • Deepen your relationship with your clients
  • Revenue share on each closed transaction
  • Access to our Partner Portal, enabling you to submit applications, upload documents and track applications at your convenience
  • Dedicated Customer Relationship Manager
  • Grow customer mind share in support of your customer retention and up-sell targets