Prospera Advisory Group, Inc. | Banker Referral Partnership
Banker Referral Partnership

Your Bank Says No.
We Say Yes.

Stop losing clients to declined deals. Refer them to us—we’ll handle the rest. You keep the relationship, earn referral fees, and become the banker who always delivers a solution.

Partnership at a Glance

Zero
Extra work on your end—just refer and we handle everything
100%
Non-competing—we never pursue your banking relationship
Fast
Rapid decisions—we move quickly so your clients stay happy

Every Declined Deal Costs You More Than Revenue

When you turn away a borrower, you don’t just lose the loan—you risk the entire banking relationship, future deposits, and your reputation as a problem-solver.

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Credit Box Restrictions

Good borrowers with non-traditional income, transitional properties, or modest credit blemishes fall outside your bank’s guidelines—even when the deal makes sense.

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Lost Clients & Deposits

When you can’t fund a deal, clients walk. They take their deposits, future business, and referrals to whoever can get them to the closing table.

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No Good Alternative

Without a trusted referral partner, you’re left saying “sorry” instead of “here’s your solution.” That damages long-term trust and loyalty.

Three Steps. That’s It.

You don’t evaluate the real estate. You don’t underwrite. You don’t chase documents. Just send us the deal—we make the decision.

1

Refer the Client

When a deal doesn’t fit your bank’s criteria, simply send us the borrower’s information. A quick intro email or phone call is all it takes.

2

We Handle Everything

Our team evaluates the deal, underwrites, structures the financing, and coordinates all documentation. You stay informed but do zero extra work.

3

Get Paid, Keep the Client

When the deal funds, you earn your referral fee. Your client stays loyal because you provided a solution—not a dead end.

“You don’t need to evaluate the property or make a lending decision. Just send us the deal. We’ll take it from there.”

Built for Bankers. Not Against Them.

We’re a non-competing lender. We complement your bank’s offerings and protect your most important asset: client relationships.

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Earn Referral Revenue

Transparent referral fees on funded deals. A declined loan becomes new income for you—paid promptly at closing.

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Keep Your Client Relationships

Your client stays your client. We handle the real estate financing; you retain the banking relationship, deposits, and future business.

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Non-Competing Partner

We don’t offer checking accounts, lines of credit, or treasury services. We fund the deals your bank can’t—and that’s it.

Zero Extra Work

No paperwork, no underwriting, no document chasing. Just send us the deal. We handle 100% of the evaluation and closing process.

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Flexible Lending Criteria

Self-employed borrowers, cash businesses, transitional properties, modest credit scores—we underwrite deals that traditional banks can’t touch.

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Strengthen Your Reputation

Be the banker who always has a solution. Clients remember who helped them when the deal was on the line—and they send more business your way.

Trusted by Relationship Managers Nationwide

Bankers who partner with us keep their clients, earn referral income, and sleep better knowing every deal gets a fair shot.

I had a long-time client whose rehab project needed bridge financing our bank couldn’t accommodate. I referred them to Prospera, the loan funded quickly, and my client was thrilled I had a solution instead of a dead end. I earned a referral fee and deepened the relationship.
Commercial Relationship Manager
Regional Bank, Southeast
The best part is I don’t have to evaluate the deal or do any extra work. I just make an introduction, and Prospera handles everything from there. My clients stay happy, I earn fees, and it actually strengthens my position at the bank.
VP Commercial Lending
Community Bank, Midwest

Straight Answers for Bankers

What types of deals do you fund?
We evaluate a wide range of commercial real estate deals—stated-income loans, bridge and short-term financing, owner-financed note purchases, and more. Just send us the deal; we make the decision on what we can fund.
Will this compete with my bank’s products?
Absolutely not. We only fund deals your bank has already declined or can’t accommodate. We don’t offer deposit accounts, lines of credit, or any traditional banking services. We complement your offerings.
How much work is required on my end?
Virtually none. A quick introduction via email or phone call is all it takes. We handle all underwriting, documentation, and closing coordination. You stay informed but do no heavy lifting.
How are referral fees structured?
We offer a transparent referral fee paid at closing. Reach out and we’ll walk you through the specifics based on deal type and size.
Is my client’s information kept confidential?
Yes. We maintain strict confidentiality protocols. All borrower information is handled securely, and we coordinate directly with you to ensure a seamless, professional experience for your client.
How quickly do you make decisions?
We move fast. Our underwriting team is empowered to make rapid decisions without bureaucratic red tape, so your clients get answers quickly and deals stay on schedule.

Stop Saying No.
Start Saying “I Know Someone.”

Reach out today. A quick conversation is all it takes to set up a partnership that protects your clients and earns you referral revenue.

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This site does not constitute an offer to make or arrange loans. All loan applications are subject to underwriting review and approval.