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Referral Partners

Provide New Capital Solutions for Your Clients

Refer Today!
About Our Process

ClearCoast Capital’s Referral Partner Program

ClearCoast Capital offers an exclusive affiliate program for referral partners looking to connect their clients with alternative financing solutions. Our streamlined process helps clients access the working capital they need to grow while providing partners with competitive commission opportunities.

Our Referral Partner Process

As a referral partner, you’ll receive a commission once your client receives funding. Unlike many programs, we pay commissions on gross fees, ensuring higher earnings for you as their business grows.

Step 1: Refer Your Client to ClearCoast

Simply submit a client referral form, or have your client contact us directly at:

Phone: 843-277-6449
Email: brokers@clearcoast.com

Step 2: Client Application Submission

After referral, we’ll conduct a brief introductory meeting with your client and provide them with our one-page application. They’ll submit this application along with any required supporting documents.

Step 3: Same-Day Application Approval

We pride ourselves on fast decisions. Once we receive your client’s application, we will provide an approval decision within 24 hours. Our underwriting team then moves quickly to secure the most beneficial solution for your client, maintaining open communication throughout the process.

Step 4: Submit Supporting Documents

ClearCoast will notify you of the documents required to move forward with funding. These are not needed for the initial conversation with our team, but the sooner they are provided, the faster we can move toward funding. Our team is always available to answer any questions about the documentation.

Step 5: Your Client Receives Funding

Following approval, clients can expect funding within 2–5 days. Additional capital may be available within 24 hours, and each client is paired with a dedicated ClearCoast account manager for continued support.

A Typical ClearCoast Client

  • Operates a business selling to other businesses or government entities

  • Located anywhere in the United States

  • Seeking financing between $50,000 and $15 million

  • May have reached the limit on an existing line of credit

  • Generates commercial accounts receivable

  • May have collateral such as accounts receivable, purchase orders, or equipment

  • Experiencing rapid growth or increased demand

  • May have a limited balance sheet or inconsistent profitability

  • May be navigating or emerging from bankruptcy

  • Could have tax liens or a challenged credit history

  • May be in a bank’s asset recovery department or preparing for an exit strategy

  • Looking for a fast refinancing solution

  • Values working with a flexible and experienced lending partner

Ready To Start?

Submit a referral or contact us to learn more about how you can help your clients secure funding while earning commissions. ClearCoast Capital is here to support your clients’ growth—and yours.