Partner Program

​Partner with a Direct Syndicating Lender Turn your client network into a reliable revenue stream with our "White-Glove" Referral Program.

 

Who Should Join?

We invite CPAs, Enrolled Agents, Mortgage Professionals, and Business Consultants to join the US Trust Partner Program. If your clients are seeking working capital or specialty funding, we provide the solution while you earn significant commissions.

 

Why Partner With US Trust?

We are not just brokers; we are a Syndicating Lender with our own capital and a network of 70+ private investors.

• High Commissions: Earn 25% to 55% of the origination fees (based on volume and loan type).

• Fast Payouts: Commissions are paid every 2 weeks. While standard terms are 7-10 days post-closing, we typically pay within 24–48 hours.

• Zero Risk: There is no fee to join.

• Direct Access: You work directly with our Principal and Underwriters—no middlemen.

 

How It Works (The 4-Step Process)

We handle the heavy lifting while keeping you in the loop.

 

Step 1: Submit the Basics Complete our simple 1-page application on behalf of your client. You can do this via desktop or mobile using the "Download Application" button on our Apply Now page.

 

Step 2: Connect with Leadership Call us at (786) 726-3236 and ask for Christopher Yates, Principal. We will discuss the file tailored to your client’s specific situation.

 

Step 3: Joint Strategy Session We will hop on a quick Zoom or phone call with you to discuss your client's financial objectives. You will receive "light training" on our products so you can confidently present options. Your only responsibility is collecting 4 months of business bank statements.

 

Step 4: We Close the Deal US Trust will pre-underwrite the file and handle the paperwork. We conduct a joint discovery call with your client to manage expectations, ensuring a smooth path to funding.