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Trifecta Business Group
Commercial loan brokerage & business services
1.877.977.3015 · Mon–Fri, 9 AM–5 PM ET
info@trifectabusinessgroup.com
trifectabusinessgroup.com/partners
Commercial lending partnership overview
A secondary commercial capital outlet for eligible non-bank realtors and advisors. When a commercial client does not fit a conventional credit box, Trifecta Business Group works with our lending partners to place the capital need — and signed non-bank partners earn 20% of our broker payout on initial fundings.
Bank employees, including bank loan officers, bankers, credit officers, and branch staff, never receive referral fees, commissions, gifts, or any compensation from Trifecta Business Group. Bank employees may use our free Bank Referral Kit. No partnership or compensation involved.
What your client gets
- A confidential review by Trifecta Business Group, then direct placement with vetted wholesale lending partners.
- No credit pull at intake — a lending partner checks credit only after the owner chooses a specific option.
- One submission reviewed against programs across the network, with all costs disclosed before anything is signed.
- Commercial financing only; approval is not guaranteed and terms depend on the lending partner’s review.
What eligible signed non-bank partners get
- 20% of the Trifecta Business Group broker payout for eligible signed non-bank partners on initial fundings, paid by ACH.
- No intake, document chasing, packaging or lender calls — our desk handles all of it and keeps you posted.
- Your tracked referral link credits every submission automatically, at no cost or admin work to you — clients apply directly on our co-branded page, no account or login needed.
- A private commission portal shows every referred deal, its stage, and your payout status in real time.
- 13 free calculators, a live lending-climate card, state and Canadian province calculators, a print handout and an Apply button — all tagged with your referral ID (see page 2).
Depository & client protection
When a commercial client falls outside your conventional credit box, we work on the capital gap while the client keeps their operating accounts, treasury and deposits where they are. You keep the relationship; the client keeps moving.
Broad wholesale reach
Our lending partners cover business lines of credit, working capital, equipment financing, invoice factoring, commercial bridge and commercial real estate. One submission is reviewed against programs across that network.
20% partner payout
Eligible non-bank partners with a signed agreement receive 20% of the Trifecta Business Group broker payout on initial fundings, deposited by ACH within 3–5 business days after funds clear. The agreement is a single page, countersigned by an authorized representative, with no exclusivity or volume requirement.
Zero administrative burden
Make a warm introduction or share your tracked referral link. Our desk handles intake, document collection, packaging, lender matching and closing coordination, and keeps you posted on status.
Tools you can put in front of clients
Partners get a tracked referral link, a copy-paste Apply button, 13 embeddable calculators, the live Credit Accessibility Index card, state and Canadian province calculators, a co-branded print handout, and our free card-processing fee review. The full list is on page 2.
Your own commission portal
Every eligible signed non-bank partner gets a private portal link — no login required — showing each referred business, its stage from intake to funded, the commission amount, and payout status. You always know exactly where every referral stands.
Who this partnership fits — non-bank partners only
- Bank employees — free kit only, not partners
- After a commercial decline, offer the free Bank Referral Kit at trifectabusinessgroup.com/bank-referral-kit to help keep the deposit relationship and protect customers from predatory offers. The owner initiates contact; never share customer information. No partnership or compensation involved.
- Commercial real estate agents
- Down-payment gaps, tenant improvement costs and bridge timing stall closings. A funded buyer is a closed transaction.
- CPAs & fractional CFOs
- You see payroll crunches, tax deadlines and seasonal dips first. Refer the capital work without taking on brokerage duties.
- Equipment & truck dealers
- Offer commercial equipment financing at the point of sale so customers do not walk away over cash timing.
- Insurance & business brokers
- Premium financing gaps, acquisitions and ownership changes often need capital. Refer it and stay focused on your deal.
- Canadian advisors
- CPAs, bookkeepers and dealers in Ontario, Alberta, British Columbia and other provinces can refer Canadian commercial clients.
How it works
- Step 1
Register
Submit your details on our partner page and receive your agreement by email.
- Step 2
Sign
You sign first; an authorized representative countersigns for Trifecta Business Group.
- Step 3
Refer
Introduce the client or share your tracked referral link. We take the intake from there.
- Step 4
Get paid
For eligible signed non-bank partners, 20% of our broker payout on an initial funding is sent by ACH. Bank employees receive no compensation.
Page 2 · Client toolkit
Free tools you can give your clients
Paste any tool into your own website with one line of code, or share the link. Every tool carries your referral ID, so applications that start on your site are credited to you. Nothing to install or maintain.
Live Credit Accessibility Index card
Best for: Banks, associations, publishers
A lending-climate score from Federal Reserve data that updates itself on your site.
Equipment ROI & Break-Even Calculator
Best for: Equipment & truck dealers
Shows buyers the monthly payment and payback before they walk away.
Line of Credit & Working Capital Estimators
Best for: CPAs & bookkeepers
Helps clients size a cash-flow cushion before payroll or tax season.
Invoice Factoring Fee Calculator
Best for: Staffing, freight & B2B advisors
Estimates the advance and fee on slow-paying invoices.
DSCR Rental Property Calculator
Best for: Realtors & investors
Checks whether rent covers the debt on an investment property.
Bank Statement Health Check
Best for: Any advisor
A quick read on deposits and balances before a client applies.
Loan Payment & Payment-Frequency Tools
Best for: Consultants & coaches
Compares daily, weekly and monthly payments side by side.
State & Canadian Province Calculators
Best for: Local and regional partners
All 50 states and every province, with local taxes built in (CAD for Canada).
Strategic Briefing print handout
Best for: Chambers & client newsletters
A two-page monthly cash checklist, co-branded with your name and QR code.
Tracked Apply button & referral link
Best for: Every partner
Clients apply on our no-login page; you are credited automatically.
Browse and copy every tool at trifectabusinessgroup.com/embed-calculators. Tools show educational estimates only, not offers or approvals, and the “Powered by Trifecta Business Group” credit stays visible.
Partnering from Canada
- Canadian CPAs, bookkeepers, insurance brokers, business brokers and truck or equipment dealers are welcome.
- Province calculators work in Canadian dollars with that province’s sales tax built in.
- Commercial programs for Canadian businesses are reviewed by our lending partners; approval is never guaranteed.
- We only email people who have agreed to hear from us, and every message includes an unsubscribe option, in line with Canada’s anti-spam law (CASL).
Compliance & trust
- Financing is for commercial and business purposes only. We do not offer consumer loans, mortgages or personal financing.
- Approval is not guaranteed. Rates, terms and amounts depend on the lending partner’s review of the business.
- Programs for businesses with weaker credit may carry higher costs. All costs are disclosed before any client signs.
- Trifecta Business Group never asks for bank account numbers by phone, email or text.
- We work with our lending partners and do not disclose partner names.
- Our Glen Allen, Virginia address is a mailing address, not a walk-in office. 10307 W Broad Street, Glen Allen, VA 23060.
We never auction your information. Your file is reviewed confidentially by Trifecta Business Group and matched directly with vetted wholesale lending partners. No credit pull to apply — no impact to your score.
Ready to send your first file?
Register at trifectabusinessgroup.com/partners, or call 1.877.977.3015 Monday–Friday, 9 AM–5 PM ET. Public benchmark data: trifectabusinessgroup.com/small-business-capital-index