Axiant Partners

Commercial Lending Referral Agreement

Review the Axiant Partners referral agreement before participating as a referral partner.

Why Referral Agreements Exist

Referral agreements help define the relationship between a financing firm and its referral partners. They establish clear expectations and protect both parties.

Key elements these agreements typically address include:

  • Compensation structure—How referral partners are paid and when payment occurs.
  • Referral ownership—Who introduced the prospect and when, establishing rights to compensation.
  • Non-circumvention protections—Restrictions on bypassing either party after an introduction.
  • Payment timing—When commissions are paid and under what conditions.
  • Confidentiality expectations—How information is handled and protected.

These agreements help prevent misunderstandings and protect both the financing firm and the referral partner. A signed agreement is required before submitting any referral opportunities. Referral partners, those who send declined deals, commercial lending ISO program participants, and equipment vendors must all review and sign the agreement before submitting deals.

Axiant Partners

Key Terms in the Axiant Agreement

The following summarizes key terms. The full agreement governs. Partners should read the complete document before signing.

35% Revenue Share

Referral partners may receive 35% of the gross commission or revenue actually received from funded transactions resulting from their introduction. Compensation is based on successful placements—not introductions alone.

Payment Within 30 Days of Funds Received

Payment is issued within 30 days of Axiant's receipt of funds from the funded transaction.

Clawback Provisions

Referral commissions are subject to clawback if a funded transaction later defaults, is rescinded, charged back, or causes Axiant to return any portion of its commission. This is standard in commercial lending.

Non-Circumvention Protection

The agreement contains non-circumvention protections related to introduced prospects and funding-source relationships. Both parties agree not to bypass the other after an introduction.

24-Month Agreement Term

The agreement remains in effect for 24 months from execution. Terms for renewal or extension are set forth in the agreement.

60-Month Prospect Protection

Introduced prospects are protected for 60 months from initial introduction. If a prospect referred during the agreement term closes within that window, the referrer may receive compensation per the agreement.

Required Step

Review the Agreement

Referral partners must review and sign the agreement before submitting opportunities. The agreement defines compensation, protects both parties, and establishes the process. Once signed, email us your deal.

Axiant Partners Referral Agreement

PDF format. Review the complete terms before signing. Return the signed agreement before submitting referrals.

Next Steps

Become a Referral Partner

After reviewing and signing the agreement, partners may email us their deals. Contact us if you have questions or prefer to get started by phone or email.