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Transforming & Steering Businesses Together

Let's work together and start referring your clients to Steer Financial for small business financing.

Referral Program


Helping Small Businesses Grow Across The U.S.

At Steer Financial, we understand that no two businesses are alike.   We offer financing solutions as unique as the business owners we help.  Together, we can help steer your business to its full potential.  Step one is determining which type of financing is ideal for your business.  We work hard to deliver honest, reliable, and transparent customer service so you can feel confidence choosing us to help you meet your business capital needs. 


Serving All 50 States

By leveraging our network of 45+ partner lenders, we can offer tailored solutions to businesses across the U.S. regardless of their size or industry.

Secure + Safe Data

We strive to keep all of your information secure and private.  We assign a funding specialist to guide you along the entire process.


10+ Years of Experience

Our expertise has enabled us to understand small businesses and offer the highest level of service to you and your business.


Why Refer Clients to Steer Financial?

We have a partnership referral program set up for consultants, vendors, or B2B owners just like you, who may have clients with businesses that need access to small business loans such as: working capital or equipment financing/leasing.  Steer Financial helps streamline small business financing and makes it an easy process for your clients. If your clients have bad credit or don't meet other standard lending institution requirements, we can help.  Your referred clients will be connected with a funding specialist who will walk them through the entire process at Steer Financial, and provide financial options to meet their business' goals.  In only a few business days, we can have your client funded with minimum documentation.

Overall Client Minimum Requirements


  • 600+ Personal Credit Score

  • Minimum of 6+ Months Time In Business

  • $10,000+ Monthly Revenue

  • Minimum of 3 Deposits Per Month


  • Asset Based Loans

  • Business Lines of Credit

  • Equipment Financing & Leasing

  • Merchant Cash Advances

  • Credit Card Processing

  • Start-Up Loans

    • Only available for businesses located in Souther California


  • Soft Personal Credit History Check

  • Approvals from $10,000 - $5M

  • Funding Available Within 24 to 48 Hours From Full Submissions

Time In Business

  • At least 6 months in business.

Monthly Revenue

  • At least $10,000 per month in deposits.

Personal Credit

  • Minimum of 600+ personal credit score.

Financial History

  • 1 year free from any open bankruptcies


What Does This Referral Program Provide?

  • Earn referral fees for clients approved and funded

  • Increase client retention and overall service

  • Build brand credibility and customer loyalty

Start your referral program application process and get closer to helping your clients today!


Who Is This Referral Program For?

This program is designed to help expand your brand and offerings.  It is built for those that have prospects or clients in need of working capital, equipment financing, or a small business line of credit.  Below are a few referral partners we collaborate well with, but not limited to additional professionals that may want to refer us a business:

  • Equipment Vendors / Sales Representatives

  • Equipment or Product Manufacturers

  • Construction Companies

  • Accountants / CPAs

  • Small Business Bankers / Credit Unions

  • Business Consultants

  • Lawyers

  • Small Business Brokers or Private Equity Firms

  • Real Estate Agents / Mortgage Brokers

  • Payment Processors / ISO Agents

  • Insurance Agents

With Steer Financial As Your Financial Partner,
Anything Is Possible.

Small Business Loans - Steer Financial

Let's Get Started

Start your referral program application process and get closer to helping your clients today!

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