FAQs

Please view the frequently asked questions first. If you need further assistance fill out the form below and Robert Espinoza Referral Agent Director will get back to you as soon as possible. Click on the question to view the answer.

  1. Click on the green “sign up now” button in the menu above. Be sure to list how you were referred to our program. Click on the appropriate in-house agent name so they can be assigned to you. Write down your password for future reference.
  2. Once you submit your information you will receive an email with your Referral Agent Agreement. Fill it out and send it back.
  3. Your dashboard will be activated when we have your agreement. Now you can start submitting leads!
  1. Have you sent in your agreement/paperwork?
    • If yes, click here. Use your email your paperwork was sent to and the password you created.
    • If no, your dashboard won’t be activated until we receive your paperwork.
  2. Did you forget your password?
    • Reset your password here. Enter your email address and click "continue". You will be immediately emailed a link to change your password.
  3. Still need help?
  • Just your agreement is needed to get started. If you can’t find the email with it, just call us - 888-598-9951
  1. Log into your dashboard. Now click on the Green Button “Click to submit new client”.
  2. The basic info required for the lead is first name, last name, email, phone number.
  3. Your in-house agent will receive instant notification of the lead submitted.
  1. When a lead you submitted signs and funds, you will be issued a check within days of when the bank funds us. (if your w-9 and copy of ID are on file)
  2. In your dashboard “Marketing Resources” tab is a blank w-9 that you can print and send in, along with a copy of your ID, when you first deal funds.
  3. Normally we will mail you a check, please call if you have questions or need other options.
  • Using your current book of business is the quickest way to find clients. Or maybe you are successful at lead generation or just know how to market yourself in this arena.

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