Referral Program

REFERRAL PARTNER Program

BECOME A REFERRAL PARTNER.

SURV Financial focuses on collaborative, customized referral partner solutions that work for various types of organizations and their clients or members.

REFERRAL PARTNERS

SURV Financial focuses on collaborative, customized referral partner solutions that work for various types of organizations and their clients or members.

Trade Associations
Banks and Credit Unions
Device and Equipment Manufacturers
Third-Party Billing Companies
Group Purchasing Organizations
Healthcare Suppliers and Distributors
Independent Sales Organizations
Revenue Cycle Management Companies
Software Developers
Business Lending Companies
MCA Companies

partnership benefits

There are many benefits that are created when you partner with SURV Financial to resell our products and services. Let us know what you want to accomplish, we’re ready to help you make it happen.

Build a residual revenue stream
Call center closing assistance (we can do all the selling for you)
Add value to your customers
Stand out from your competition
Increase customer retention
Full encryption and tokenization
Dedicated Relationship Manager
Business development & marketing support

A Simple Referral = Lifetime Residuals.

We do all the work for you.

Because of our unique business and technology partnerships we have gained over the past 25+ years, we are able to offer your customers customized payment solutions to fit their needs. From working capital loans, credit card processing, consumer financing, and more, we can offer real value and savings to your customers.

Building your own payments portfolio (which is a sellable asset) is simple, you just:

Additionally, because they are your customer referral, any additional products and services that are added in the future that your customer uses will earn you additional income.

WHAT WE offer to your customer

Ability to offer consumer financing solutions for higher ticket purchases.
Business lending for working capital.
Payment processing (Lowest rates, superior technology, free equipment).
Equipment financing; loans up to $1M.
Top-tier US-based customer service.

Every customer has unique needs. This is why we have a large partner network of providers and lenders to ensure your customer is receiving the best rates and services available today at prices and service that is unmatched.

WHAT you receive from us

Maximizes residual payments through a dedicated sales channel; earn uncapped residual income and build a sellable portfolio.
Access to a Partner Resource Portal for lead submission and monitoring
Access to customized, branded marketing materials to aid in securing new customers
Field and telesales support provided to help grow the program and develop new revenue opportunities.

At SURV Financial, we want to provide the highest quality infrastructure and product in a highly-evolving marketplace. As part of our referral program, you can leverage our scalable technology and processing platforms to deliver the best solutions to your customers.

your customer receives

Superior products
Award-winning customer service
Increased Sales and Revenues
Lower costs
All transactions PCI compliant and secure
The latest hardware and software on the market

Our role is to provide your customers the best solutions, at the best prices with the best service. Through our large network of financial service providers we stand ready to deliver to your clients.

Let's Discuss a Potential Partnership.

We’re happy to discuss ways in which we can work together to bring additional value to your members or customers.