Idea Financial: Partners

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.

NOTE: At the moment, we're not onboarding ISO or lending partners, but you can join the waitlist by emailing us your name, entity name, and phone number here.

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!

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Contact info

Business info

Ownership

Documents

Business address

Street address

Apt., Ste., Unit #

City

State

Zip code

Other business info

State of formation

EIN

Business start date

Preferred contact email

Preferred commission email

Preferred method of contact

Website

Legal entity type

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Thank you for applying!

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Contact info

Business info

Ownership

Documents

Products and services offered

Select as many products/services as you offer.

Volume and deal quality

Unique submissions per month

Funded units per month

Funded new units per month

Avg. approval rate

Avg. closing rate

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

Good credit (A paper)

Fair credit

High risk

Sales and marketing efforts

How do you acquire clients?

Who are your top 3 funders?

How many reps do you have?

How did you hear of Idea Financial?

Code of conduct

Do you have an employee code of conduct?

Background checks

Do you do background checks on employees?

Active API integration

Do you integrate lenders' APIs?

Interested in API integration

Are you interested in integrating our API?

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Thank you for applying!

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Contact info

Business info

Ownership

Documents

Your ownership and other contact info

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

Ownership percentage

Driver's license number

Driver's license state

Cell phone number

Date of birth

Month

Day

Year

Home address

Street address

Apt., Ste., Unit #

City

State

Zip code

Back

Thank you for applying!

Oops! Something went wrong while submitting the form.

Contact info

Business info

Ownership

Documents

Add a second owner

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

First name

Last name

Ownership percentage

Driver's license number

Driver's license state

Cell phone number

Date of birth

Month

Day

Year

Home address

Street address

Apt., Ste., Unit #

City

State

Zip code

Back

Thank you for applying!

Oops! Something went wrong while submitting the form.

Contact info

Business info

Ownership

Documents

Add a third owner

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

First name

Last name

Driver's license number

Driver's license state

Cell phone number

Ownership percentage

Date of birth

Month

Day

Year

Home address

Street address

Apt., Ste., Unit #

City

State

Zip code

Back

Thank you for applying!

Oops! Something went wrong while submitting the form.

Contact info

Business info

Ownership

Documents

Add a fourth owner

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

First name

Last name

Driver's license number

Driver's license state

Cell phone number

Ownership percentage

Date of birth

Month

Day

Year

Home address

Street address

Apt., Ste., Unit #

City

State

Zip code

Back

Thank you for applying!

Oops! Something went wrong while submitting the form.

Thank you for applying!

Oops! Something went wrong while submitting the form.

Thank you for applying!

Oops! Something went wrong while submitting the form.

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™.

Thank you for applying!

Oops! Something went wrong while submitting the form.

Partners

Charge Your Business Forward™

We transform business ideas into reality

Join our ISO Program

Business address

Other business info

Products and services offered

Volume and deal quality

Sales and marketing efforts

Your ownership and other contact info

Date of birth

Home address

Add a second owner

Date of birth

Home address

Add a third owner

Date of birth

Home address

Add a fourth owner

Date of birth

Home address

Upload a PDF copy of your W9 and a voided check

When ready, submit your full application below.

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Thank you!

Join our Lender Network

Join our Referral Program

Join our Affiliate Network

Join our Platform Program

We have incredible partners

Smartbiz Loans

Idea Bank

SMB Compass

Kapitus

Reliant Funding

LendingTree

Lendio

Fundera

Cross River Bank

Learn more about our business financing solutions

Line of Credit

Term Loan

Resources

Business Loans

Company

Contact Us