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Top 5 Strategies of Successful Referral Partners

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National Business Capital offers a wide variety of proven packages to benefit successful results for all of our partners, their sales teams and their clients.
Business bankers, real estate agents and accountants are among the many professionals who are taking advantage of our Referral Partner program throughout the nation.  Below are the top 7 strategies of our successful referral partners:

Warm Introductionr eferral partners agreement

top 5 strategies of successful referral partners

1) Warm Introduction

This is one of the most simple, yet most important parts of referring business.  A warm introduction is essential, ensuring that your client and account manager make contact.  The warmer the introduction, the better the results you will have referring business to National.

Illustrated below is the difference between a referral partner who truly works diligently to give their clients a warm introduction to National and their account manager versus a referral partner who just forwards contact information over for a lead with no real effort towards a warm introduction.

Partners Making Warm Introductions                          Partners Just Forwarding Contact Info

      23 Clients Referred                                                                            162 Clients Referred

            91% of Referrals Contacted                                                              61% of Referrals Contacted

           30% of Referrals Funded                                                                  2.5% of Referrals Funded

Setting the Expectation for referral partner clients BBB Accredited

2) Setting the Expectation

Making sure your clients understand that you will be referring them to a trusted provider is very important.  Convey that we have an A+ Rating with the Better Business Bureau, do not charge any upfront fees, get business owners approved in as little as 4-48 hours and fund applications in as little as 24 hours. Our partners are able to get their customers the funding they need, when they need it.

Utilization of Your Account Manager

3) Utilization of Your Account Manager

We understand that not everyone is a Commercial Finance Professional.  That is why when you refer business to National, we provide you with your own Account Manager.  Your dedicated Account Manager will work with your referrals completely and handle the entire transaction for you, allowing you to focus on your day to day business.

We work hard to take as much off our partners’ plates as possible. After all, you have your own business to run – simply refer us your customer, and we’ll take care of the rest through our in-house underwriting and processing team.

Understanding Our Products & Services

4) Understanding Our Products & Services

National Business Capital offers a wide variety of products and services.  A simple conversation with your Account Manager will illustrate where we have had the most success and how we can effectively service your clients.

Different than the vast majority of direct and traditional lenders, National has a team of specialists with expert knowledge in not one, but virtually all types of business financing services and products. Our sheer variety of products and services offers help to any business accomplish any business goal, or resolve any challenge.

use marketing to boost your referral partners' success and traffic

5) Utilization of Marketing Materials

Marketing materials for referral partners are available upon request.  Some of our most successful partners make great use of our brochures.

We also have a stellar in-house digital marketing platform that has more than tripled our organic and indirect traffic since implementation. Our advice columns and opinion articles have been helping thousands of small business owners all over the world grow and develop their businesses by utilizing our topical, industry-specific content.

Combining our SEO content creation and development team, cutting-edge email marketing platforms, and worldwide social media presence, our referral partners can offer incredible variety of expert marketing services unavailable anywhere else. Click here for more info from our business services division.

Importance of a Warm Introduction for referral businessmen

6) A Culture Built on Trust and Innovation

It takes far more than just a warm introduction to set yourself apart from the seedy companies as as caring, trusting, and dependable company. This is where the importance of developing a well-rounded, universally trusted culture comes in.

The exceptional quality of care for your customers should not only be included in the products and services you provide to your customers, but should also be reflected in the way that you treat them on a personal level. Those that partner with National treat their customers not only to top-quality service, but top-quality care. Business owners are used to being treated without much care or respect by the majority of direct and traditional lenders they work with.

That’s just one of the many reasons why developing a caring and trusting culture is so important not just to us, but to every single successful referral partner you’ll find. Trust and respect mean the world to business owners. Time to give your customers the service and care they need, when they need it.

referral partners utilize our services division

7) More Than Just Financing Services

We do so much more than just business financing. Our partners also gain access to our business services division, which they utilize to become financeable for products they would otherwise not qualify for by growing and developing their companies in a variety of ways. Offer your customers services including:

  • Personal Credit Repair
  • Business Growth Consulting with Help from Kevin Harrington – an original “shark” from NBC’s Shark Tank
  • Business Insurance
  • Web Design
  • Legal Help and Protection
  • Print and Digital Marketing
  • HR Management
  • Operations and Infrastructure

speak up to your referral partnersThe Following is What Other Referral Partners are Saying About Our Referral Platform:

“My Account Manager and National Business Capital have provided me with the highest level of professionalism and customer service available.  As a business owner / consultant, I not only must be relevant to today’s marketplace, but real time!”

“My account Manager and National Business Capital have provided me access to financing programs that have helped my clients grow their businesses. Straightforward answers, prompt, courteous and professional is how I would describe National Business Capital.”

financing programs for referral partners

Partner With Us to Give Your Customers What They Really Need

National prides itself on the success of our partnerships.  You can speak with an Account Manager today about other professionals you know who could potentially refer us business.  We offer opportunities to earn an override on any relationship you refer to us.

You can speak with a Business Financing Advisor today at (877) 482-3008 for help, or simply forward the “Apply Now” link to any professionals you feel would be a great fit to refer us business.

Last Updated on March 13, 2015

National Business Capital is the top FinTech marketplace offering small business loans and financing. Harnessing the power of leading technology and smart people, we’ve streamlined the application process to secure over $1 Billion in financing for business owners nationwide.

Our Business Financing Experts work within our 75+ Lender platform to match you with the right option. Easily access the best low-interest SBA loans, short and long-term loans, business lines of credit and equipment financing all in one place.

We strengthen local communities one small business loan at a time. For every deal we fund, we donate 10 meals to Feeding America!

About the Author, Joe Camberato

Joseph Camberato, CEO of National Business Capital, developed a passion for business at a young age. Joe started his company in 2007 in his spare bedroom and has grown to secure over $1 Billion dollars in financing for small business owners nationwide. National’s team has an amazing culture and has been name the #1 Top Workplace on Long Island 3 years in a row and counting. Joe is a trusted financial expert who’s published more than 2,000 articles in the last 3 years. His articles have generated over 5 million page views and has been featured on blogs such as Google News, Yahoo, CNBC, Forbes Magazine, etc. His passion has also inspired him to build the "GrowByJoe” YouTube channel where he shares his insights into small business trends and tips for growth. Joe also holds a seat on Forbes Finance Council and is an active member of the Young Presidents' Organization (YPO), a global leadership community.





Disclaimer: The information and insights in this article are provided for informational purposes only, and do not constitute financial, legal, tax, business or personal advise from National Business Capital and the author. Do no rely on this information as advice and please consult with your financial advisor, accountant and/or attorney before making any decisions. If you rely solely in this information it is at your own risk. The information is true and accurate to the best of our knowledge, but there maybe errors, omissions, or mistakes.