Partners

Charge Your Business Forward™  

i

Our customer portal is currently under maintenance. We will resume regular service shortly.

We transform business ideas into reality

Join us in our mission to help business owners transform their business ideas into reality. Our partners range from commercial and corporate banks, professional services firm, equity investors, ISOs, lenders, referral partners, and more.

Choose the right type of partnership program below, follow the prompts, and join the Charge.

Join our ISO Program

This type of partnership suits you if you are a broker, sales organization, funder, or direct lender targeting small businesses with business financing solutions. Join our ISO Program, sell our products, earn a commission, and support small businesses across the nation.

Why partner with Idea Financial?

Fast and flexible lines of credit, term loans and more

Competitive rates and terms for your customers

Dedicated business advisors to help you close deals

We look forward to working with you!

For other partner programs, scroll down.

Thank you for applying!
Oops! Something went wrong while submitting the form.
Finished step
Contact info
Current step
Business info
Upcoming step
Ownership
Upcoming step
Documents

Business address

Other business info

Thank you for applying!
Oops! Something went wrong while submitting the form.
Finished step
Contact info
Current step
Business info
Upcoming step
Ownership
Upcoming step
Documents

Products and services offered

Select as many products/services as you offer.

Volume and deal quality

Of the following, how much dollar volume do you fund per month on average?

Sales and marketing efforts

Do you have an employee code of conduct?

Do you do background checks on employees?

Do you integrate lenders' APIs?

Are you interested in integrating our API?

Thank you for applying!
Oops! Something went wrong while submitting the form.
Finished step
Contact info
Finished step
Business info
Current step
Ownership
Upcoming step
Documents

Your ownership and other contact info

We use this information to verify your identity, and use advanced encryption to keep it safe.

Date of birth

Home address

Thank you for applying!
Oops! Something went wrong while submitting the form.
Finished step
Contact info
Finished step
Business info
Current step
Ownership
Upcoming step
Documents

Add a second owner

We use this information to verify their identity, and use advanced encryption to keep it safe.

Date of birth

Home address

Thank you for applying!
Oops! Something went wrong while submitting the form.
Finished step
Contact info
Finished step
Business info
Current step
Ownership
Upcoming step
Documents

Add a third owner

We use this information to verify their identity, and use advanced encryption to keep it safe.

Date of birth

Home address

Thank you for applying!
Oops! Something went wrong while submitting the form.
Finished step
Contact info
Finished step
Business info
Current step
Ownership
Upcoming step
Documents

Add a fourth owner

We use this information to verify their identity, and use advanced encryption to keep it safe.

Date of birth

Home address

Thank you for applying!
Oops! Something went wrong while submitting the form.
Finished step
Basic info
Finished step
Business info
Current step
Ownership
Upcoming step
Documents

Upload a PDF copy of your W9 and a voided check

W9 Form:

Voided check:

Driver's license

When ready, submit your full application below.

Thank you for applying!
Oops! Something went wrong while submitting the form.
Finished step
Basic info
Finished step
Business info
Current step
Ownership
Upcoming step
Financials

We're uploading your files. This will take a few seconds.

Almost there! We appreciate your patience.

Thank you for applying!
Oops! Something went wrong while submitting the form.
Finished step
Basic info
Finished step
Business info
Current step
Ownership
Upcoming step
Financials

Thank you!

We will be in touch with you soon. Watch your email for our partner agreement, which requires your signature.

You are one step closer to joining the Idea Financial team, we're excited to have you!

Check out some resources below that show how our customers benefit from our products.

Thank you for applying!
Oops! Something went wrong while submitting the form.

We look forward to working with you and helping you Charge Your Business Forward™.

Finished step
Basic info
Finished step
Business info
Current step
Ownership
Upcoming step
Financials

Thank you!

You did it! Well, kinda. We are still missing your W9 and voided check, but we will reach out to you to get that sorted out. You can also email us your W9, driver's license, and voided check. Talk soon!

We look forward to working with you and helping you Charge Your Business Forward™.

Thank you for applying!
Oops! Something went wrong while submitting the form.

Join our Lender Network

Have a great product we should be selling? This type of partnership suits you if you would like Idea Financial to sell your business financing solutions to Idea Financial customers. Join our Lender Network, get us to sell your products to our customers, grow your book, and support small businesses across the nation.

Why partner with Idea Financial?

Complete applications, prequalified to fit your credit criteria

High credit quality deals

We handle the sales process from end to end on your behalf

Fill out and submit the form below. We will reach out within a business day. We look forward to working with you!

Thank you! We'll reach out to you within a business day.
Oops! Something went wrong while submitting the form.

Join our Referral Program

Know a great business that could use products like ours? This type of partnership suits you if you are a professional services firm, B2B company, or you simply have a great audience of business owners who may be interested in business financing. Join our Referral Program, refer customers to us, earn $1,000 for every referral that gets financing from Idea Financial.

Why partner with Idea Financial?

Fast and flexible business lines of credit, term loans and more

Competitive rates and terms for your customers

We handle the sales process from end to end on your behalf

We look forward to working with you!

Join our Affiliate Network

This type of partnership suits you if you are an affiliate marketer or you simply have a great audience of business owners who may be interested in business financing. Join our Affiliate Network, refer customers to us, earn a fee per lead and a commission from closed deals, and support small businesses across the nation.

Why partner with Idea Financial?

Fast and flexible business lines of credit, term loans and more

Competitive rates and terms for your customers

We handle the sales process from end to end on your behalf

Sign up with Impact, our affiliate marketing partner, to get started. We look forward to working with you!

Join our Platform Program

Complete your product offering with ours! This type of partnership suits you if you would like to offer business financing as part of your existing product suite. Join our Platform Program, offer our products to your customers, earn a commission from closed deals, and support small businesses across the nation.

Why partner with Idea Financial?

Fast and flexible business lines of credit, term loans and more

Competitive rates and terms for your customers

Dedicated business advisors to help you close deals

We look forward to working with you!

Not sure what option above suits you? Reach out to us here.

We have incredible partners

Vetted Partners

Vetted Partners

Idea Bank

Idea Bank

SMB Compass

SMB Compass

Kapitus

Kapitus

Reliant Funding

Reliant Funding

LendingTree

LendingTree

Lendio

Lendio

Fundera

Fundera

Cross River Bank

Cross River Bank

And many more...

Learn more about our business financing solutions