You bring the client. We close the deal.

CPAs, attorneys, insurance agents, wealth advisors, bankers, real estate agents, consultants — anyone who advises businesses that need capital and would rather hand the financing to someone else. Brokers and M&A advisors are welcome too. Individuals and firms both qualify.

Working capital, lines of credit, equipment financing, invoice factoring, PO financing, SBA loans, commercial real estate, and real estate investment loans — from $50K working-capital lines to $300M structured transactions, matched across 105+ lenders.

Apply on this page (no login required). We review every application personally — usually within one business day — because we only put our name behind people we know. Once approved, we email your Partnership Agreement; sign it, upload a photo ID, and your referral link goes live. Your W-9 and banking details are only needed before your first commission is paid, so they never hold up your first deal.

Each approved partner gets a unique referral link. Your portal shows only deals attributed to you — stage, product, term, and funded amount — synced live from our CRM.

Typically 3–6 months of business bank statements, a government-issued ID, and basic business info. Requirements vary by product — we guide them after the referral. Send whatever you already have and we build the file from it.

Three things. Send deals through your portal so they stay tagged to you. Tell us if the file has already been out to other funders. And once we accept a deal, introduce us to your client — an email, a call, or a meeting. From there we handle underwriting, packaging, placement and the pitch, You stay in the loop throughout and you are welcome on the calls that matter to you; some conversations we will need to have with the borrower directly, which is what makes the placement work.

We work from $50K upward, and that is where our network runs deepest. If a client needs less, send it over anyway — depending on the file we can often still help, and you will have a clear answer quickly either way.

It depends on the product and how complete the file is — revenue-based facilities move faster than SBA or commercial real estate. We are built to find the right structure rather than the quickest yes. If your client is working to a hard deadline, say so at submission and we will tell you straight away whether it is realistic.

Fees are agreed in writing on each deal before it goes to a lender, so you know your number up front. Payment is success-based — if a deal does not fund, no fee is owed. After funding, lenders hold a clawback window; your payout follows once that window closes and Nautix has received the fee. The expected date shows on the deal in your portal.

No — and it is worth being precise, because we will speak to your client directly. On a deal you brought us, after you introduce us, we talk to the borrower about their financing: qualification, documents, structure, and the offers. That is the job. You stay in the loop throughout and you are welcome on the calls that matter to you — and some of those conversations we will need to have directly, which is exactly what lets us close. What we will not do is solicit them for anything else, take them on as a competing referral source, or avoid the economics we agreed. Non-circumvention runs both ways for the term plus twelve months, and it sits in the signed Partnership Agreement rather than being a promise on a web page.