Named contact
A clear point of contact for the partner relationship.
Referral & strategic partners
Help your business clients prepare for the next move.
Velocity works with professionals who advise or serve business owners, including accountants, bookkeepers, vendors, attorneys, consultants, and industry organizations.
Partner experience
Clear expectations on both sides.
A good referral is a business with a legitimate commercial purpose, documented operations, identifiable ownership, and a clear financing need.
Secure handling
A process designed to avoid sensitive-document exchange through ordinary email.
Status communication
Updates consistent with the applicant’s authorization.
No empty promises
A referral does not guarantee approval or preferential terms.
Become a partner
Tell us who you serve.
Share your organization, role, geography, and the business-financing needs you encounter.
Any referral compensation, where offered, is subject to written agreement, applicable requirements, and required disclosure.