Referral Partner Intake
Partner with MB4I.
Submit your information below to begin the conversation.
Protected
Your client relationships stay yours. We never market around you.
Compensated
Competitive referral fees on every closed deal, paid promptly at closing.
Fast
Personal response within one business day. No portals, no hold music.
Why Partner With Us
A Capital Partner That Protects Your Relationships
If you are a mortgage broker, real estate attorney, CPA, or title company professional, your clients trust you to connect them with capital that performs. When a conventional lender falls through at the last minute, or when a deal does not fit a standard program, your client's deal — and your reputation — is on the line.
MB4I's Referral Partner Program is built for professionals who need a private capital partner they can count on. We close fast, we do not re-trade, and we protect your relationship with your client. You bring the deal, we bring the capital, and your client closes on time. You are compensated for the referral, and your client relationship remains yours.
We work with partners across the country who send us deals that do not fit conventional boxes — bridge loans with tight timelines, fix-and-flip projects that need draw-based funding, DSCR loans for portfolio builders, and private capital for unusual property types. If your client needs capital and conventional lenders cannot deliver, we are the partner you call.
The Partnership Advantage
What You Get When You Refer to MB4I
We built this program around what partners actually need: speed, transparency, and protection of the relationships they have spent years building.
Speed of Response
Personal response within one business day. No portals, no ticketing systems, no hold music. You talk to a person who can make a decision.
Relationship Protection
Your client is your client. We never market around you, never solicit your borrower directly, and never bypass you in communication. Your relationship stays yours.
Competitive Compensation
Referral fees on every closed deal, paid promptly at closing. Transparent structure — you know what you earn before the deal closes, with no surprises.
No Re-Trading
The term sheet we issue is the term sheet your client closes on. We do not reduce the loan amount, increase the rate, or add conditions after commitment. Your reputation is protected.
Full Product Suite
Bridge, fix-and-flip, DSCR, and private capital. One partner for every deal type your clients bring — no need to maintain relationships with multiple lenders for different products.
Direct Underwriter Access
You speak directly with the person reviewing the deal — not a processor, not a call center. Questions get answered by someone who understands the deal and can make decisions.
The Process
How Referral Partnerships Work
A straightforward process designed to get your client's deal reviewed and funded without friction.
You Submit the Intake
Complete the intake form below with your contact information, firm name, partner type, and a brief description of your typical deal flow. This helps us understand your business and how we can best support your clients.
We Connect and Onboard
A member of our team reaches out within one business day to introduce ourselves, understand your client base, and walk you through our programs, fee structures, and deal process. We establish the relationship before you have a live deal — so when one comes, we are ready.
You Refer Deals
When you have a client who needs capital — a bridge loan, fix-and-flip financing, a DSCR loan, or private capital — you send us the deal. We review it personally and respond within one business day with a clear answer: yes, no, or what we need to see to get to yes.
We Close and You Are Compensated
We issue a term sheet, close the loan, and disburse funds. Your referral fee is paid at closing — promptly and transparently. Your client gets their capital, you get compensated, and the relationship is strengthened for the next deal.
Who We Partner With
Professionals Who Need a Capital Partner
We work with professionals across the real estate ecosystem who need a private capital partner for their clients.
Mortgage Brokers
When your client's deal does not fit conventional guidelines — distressed property, tight timeline, non-W2 income — we are the alternative. You keep the client relationship and earn a referral fee on the closed loan.
Real Estate Attorneys
Your clients trust you for strategic advice. When a deal needs capital that conventional lenders will not provide, refer them to a partner who underwrites the deal, not a checklist. We respect your role in the transaction and protect your client relationship.
CPAs and Tax Advisors
Your investor clients come to you for financial guidance. When they need capital for a real estate transaction that falls outside conventional financing, we are the partner you can recommend with confidence — deal-first underwriting, no re-trading, and transparent terms.
Title Companies
You see deals at the closing table. When a buyer's financing falls through or a deal needs a faster close than conventional allows, we can step in. We coordinate directly with your title team to ensure a smooth closing on your timeline.
Grow With
Confidence.
Partner with a lender that values your relationships, protects your fees, and executes with speed.
Partner Information
Please provide your details below to start the conversation.
MB4I is not a licensed securities dealer or broker-dealer. Nothing on this site constitutes an offer to sell or a solicitation of an offer to buy any security.