Affiliate Partner & Capital Readiness Platform

Earn Recurring Revenue. Get Businesses Funded.

Preparing Businesses for Capital. Connecting Capital to Opportunity. The #1 Capital Readiness, Funding Education & Affiliate Lending Network in America.

4 Tiers
Membership Levels
Recurring
Commission Model
AI-Powered
Business OS
Nationwide
Lender Network

Built for the professionals capital flows through

Loan Officers Mortgage Brokers Realtors Business Consultants Business Coaches Accountants CPAs Credit Specialists Insurance Professionals CDFIs Community Lenders Banks Economic Development Orgs Business Development Reps
What You Get

Everything You Need to Earn & Serve

A premium platform combining education, tools, and a real lender network.

Recurring Commission Income

Build subscription-style revenue while you help business owners get funded.

AI Business Operating System™

CRM, pipeline, proposal builder, AI follow-up — all in one luxury dashboard.

Lender & CDFI Network

Submit clients into a curated marketplace of banks, SBA lenders, and private capital.

AI Capital University™

Courses in business credit, capital raising, DSCR, grant writing & AI automation.

Ranking & Leaderboards

Top-affiliate rankings, monthly & annual leaderboards, certification status.

Capital Ready Certification™

Earn a verified Advisor badge that signals you're investor-grade.

Membership Tiers

Choose Your Level

All plans billed monthly. Cancel anytime.

Tier 1

Affiliate Partner

Start earning recurring referral revenue.

$97/month
  • Affiliate Dashboard
  • Referral & link tracking
  • Marketing Center (social, email, SMS templates)
  • Lead submission portal
  • Commission tracking
  • Monthly affiliate training
  • Revenue-share tracking
Most Popular
Tier 2

Certified Capital Ready Advisor™

Get certified. Build authority. Close more loans.

$297/month
  • Everything in Affiliate Partner
  • Capital Ready Certification™
  • Funding Readiness Assessments
  • Capital Ready Score™ tool
  • Business Credit Readiness tool
  • Funding Roadmap Generator
  • Loan Packaging Templates
  • Public Advisor Directory listing
  • Co-branded marketing materials
  • Verified Advisor Badge
  • Monthly group coaching
Tier 3

AI Capital Ready Pro™

Your AI-powered business operating system.

$497/month
  • Everything in Certified Advisor
  • Personalized Business Operating System™
  • AI CRM + Pipeline + Opportunity tracker
  • Task Manager & Proposal Builder
  • Funding Calculator + Business Plan Generator
  • AI Content, Email & Follow-Up automation
  • Client Portal + Referral Partner Portal
  • Document Vault
Tier 4

Strategic Lending Partner™

For banks, CDFIs, credit unions & private lenders.

$997/month
  • Featured Directory placement
  • Borrower referrals + lead distribution
  • Sponsor placement across the network
  • Co-branded events & webinar sponsorship
  • Workshop participation
  • Million Dollar Funding & Wealth Tour™ access
  • AI Capital Live™ event sponsorship
  • Partner Analytics Dashboard

Already a member? Sign in to your Affiliate Dashboard →

Capital Ready Score™

Every client gets a 0–100 funding score.

Submit a business owner and instantly receive their Capital Ready Score™, tier (Red / Yellow / Green), funding readiness checklist, action plan, and matched lenders, CDFIs, and grant programs. You stay in the loop on every referral.

  • Revenue, time in business, credit, collateral, financials
  • Funding amount sought + purpose + entity structure
  • Personalized roadmap + recommended capital products
  • Lender match score with required documents
Sample ClientGREEN
82
/ 100 Capital Ready
Recommended
SBA 7(a)
Match Lenders
14
Funding Window
30-60 days
Est. Commission
$4,200
FAQ

Common Questions

Who is this for?+

Loan officers, mortgage brokers, realtors, consultants, coaches, CPAs, credit specialists, insurance pros, CDFIs, community lenders, banks, and economic development orgs.

How do commissions work?+

You earn on every funded loan you refer plus revenue share on any tier upgrades. Tracked transparently in the Commission Center.

Do I need a license?+

No license required to be an Affiliate Partner. Lender tiers may require credentials based on jurisdiction.

Can I cancel anytime?+

Yes. All subscriptions are month-to-month and you can cancel from your dashboard.

Affiliate Agreement

Review the Key Terms — Then Apply

The full agreement is a secure digital document. Apply below or sign in to your affiliate portal to review and sign.

Secure Digital Document

Affiliate Partner & Capital Readiness Coach Agreement — Key Points

A 12-month, auto-renewing partnership that gives qualified professionals access to our funding platform, lender network, training and tools in exchange for promoting the Capital Ready Certified™ program.

  • 50% revenue share on client enrollment fees ($2,495 – $7,500)
  • 50% split on success fees from funded loans
  • Access to SBA, CDFI, mortgage, DSCR & commercial lender network
  • Capital Ready Certified™ training, scripts & marketing assets
  • Affiliate dashboard, CRM access, lead submission portal
  • Workshop & event hosting opportunities
  • Non-circumvention & confidentiality terms
  • Independent contractor — 30-day termination notice
  • Mortgage activities require proper state licensing
  • Governed by the laws of the State of Texas

The full agreement is a secure digital document available only inside your authenticated portal. Sign in or apply below to review and sign.

Authentication required. Your signature, IP and timestamp are recorded under the U.S. ESIGN Act.