Partners / Partner Funnel
Can’t Fund a Client?
Partner With Us.
Monetize unserviceable business leads and expand your firm’s advisory capabilities without taking on execution burden. We manage the client funding process end-to-end while keeping your trusted client relationships 100% protected.
Built for Professional Advisory & Capital Channels.
Designed specifically for B2B professionals who frequently encounter clients requiring business capital outside their primary scope.
Commercial Brokers & Loan Officers
Turn down fewer clients. Refer deals that fall outside your lending criteria or balance sheet limits.
CPAs & Financial Advisors
Expand client value. Provide trusted capital execution without adding operational complexity or liability to your firm.
B2B Consultants & Agencies
Unlock client growth. Help your corporate clients secure growth capital to fund large projects, equipment, or scaling initiatives.
Merchant Cash Advance (MCA) Brokers
Provide alternative routes. Offer structured, institutional funding solutions when short-term high-cost products are not the right fit.
Protect Your Client Relationships. We Handle the Rest.
We bring institutional-grade execution and transparent guidance to help businesses navigate capital opportunities with confidence.
Client Relationship Protection
Your clients remain your clients. EPA operates strictly as the back-end funding execution layer. We never cross-sell or compromise your primary client trust.
Managed End-to-End Execution
From intake and document gathering to profile matching and lender communication, our team manages the entire workflow so you don't have to.
Institutional Credibility
Clear communication, no hidden fees, and zero fake guarantees. Partnering with EPA reflects positively on your firm’s professional reputation.
How the Partner Program Works
Join the Network
Complete the partner registration form to get onboarded into our GHL partner system.
Refer Your Clients
Submit leads directly through your custom GHL partner portal or share your unique referral link.
We Handle the Execution
Our advisory team manages the full intake, profile assessment, and funding execution process transparently.
Get Paid Upon Closing
Track real-time progress inside your dashboard and receive competitive referral commissions when the client is funded.
What You Get (Partner Benefits)
Dedicated Unique Referral Link
Instantly track leads generated from your digital campaigns or direct introductions.
Transparent Portal Visibility
View pipeline updates, client milestone statuses, and earned commissions in real time inside GHL.
Competitive Commission Structures
Earn reliable compensation on successfully executed deals.
Direct Partner Support
Access dedicated advisory reps to discuss complex deal structures before referring.
Become an Authorized Partner.
Register below to access your unique referral portal, track your client pipelines, and start referring today.