Referral Partners
Join the referral network.
For mortgage brokers, realtors, accountants, lawyers, insurance brokers, and consultants whose clients sometimes need capital, accounting, or setup support. One short form, then a real person sets up the process for your practice.
No volume minimums. No term contracts. Your client never gets call-blasted.
How It Works
Three steps, and two of them are ours.
01
You join
Tell us about your practice below. A real person sets you up with a referral package and a single named contact.
02
You refer
A client hits a financing wall or needs accounting support. You send them to PFG with a quick intro. That is all your side takes.
03
You earn
When a referral closes, you earn your commission. Referrals that do not close pay nothing, and we tell you why.
Commission terms, tracking, and the questions professionals actually ask: the referral program page covers all of it.
Join the referral network
About a minute. A real person follows up to set up your practice.