Partner Resources.

Once established partners are onboarded, they’ll gain access to our Partner Portal and Marketing Playbook that they can leverage to help sustain a successful partnership.

Partner Portal

A central hub for onboarded referral partners to access and review their partnership performance, safely and securely, offering the following key features:

• Performance metrics related to referral efforts
• Number of applications requested and funded
• Applications deemed ineligible
• A breakdown of application statuses (pending, approved, denied, etc.)
• A visual representation of your referred businesses’ locations and additional business data that has been approved to share as the referring partner

For more feature information, visit our Partner Portal guide.

Marketing Playbook

A comprehensive resource that includes:

• Training information on our process and products such as:
  • Business qualifications
  • Credit parameters
  • Minimum required documents
• Engagement guidelines
• Approved language
• Marketing assets such as:
  • Product flyers
  • Social media graphics
• Blog and press release information
• QR code development instructions

Approved partner and looking for access to the Partner Portal and the Marketing Playbook? Please reach out to your dedicated Relationship Manager.