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


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:

  • Refer your customer to us.
  • We find the best solutions to fit their needs.
  • We share in the monthly residuals.

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.