Referral partners: a steady source of MCA deals

Referrals cost nothing per lead and arrive with trust. They take time to build, which is why most shops run them next to paid leads.

Who refers MCA deals

• Bookkeepers and accountants
• Equipment dealers
• Commercial real estate agents
• Brokers who do not write certain deal types

Make it easy

Give partners a short description of the merchants you help, a direct number and a simple way to send intros.

Close the loop

Tell partners what happened with every referral. People keep sending deals to brokers who keep them in the loop.

Balance the channels

Referrals grow slowly. Paid leads fill the gap while your network grows. Start with how to buy MCA leads.