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. Your client does not speak with rookie sales agents or out of the country customer service agents.  Your client will speak with the owne of Us Trust Business Loans or another business advisor agent that has owned a business in the past. 

 

Why Partner With US Trust?

We are not just brokers; we are a Syndicating Lender with our own capital and a network of 50+ 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 hours.

• Zero Risk: There is no fee to join. However, the principal needs to make sure our values align and must have a discovery call.

• Direct Access: You work directly with our Principal and have his level of experience in qualifying someone and sizing up a situation quicker than most. Have you heard this before, "send over 3 months of bank statements and fill out the application online?" Wrong statement and we pre qualify over the phone and truly listen to your client.

 

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. In the alternative, you can reach out to us first to discuss your client needs.

 

Step 2: Connect with Leadership  and call us at (786) 726-3236. 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 Business Loans 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 if we accept them.