Interactive qualification checklist for merchant processors. Use your processing data to screen merchant clients for MCA eligibility before making a referral.
Merchant Processor Referral Program
Use your processing data to pre-screen merchants before referring. Items marked "From processing data" you can verify without asking the merchant.
Merchant Processor Partner Resources
Once you've identified a client who scores positively on the checklist above, here's how to introduce the conversation naturally:
"I was reviewing your situation and noticed that you're in a position where a working capital solution might help you [grow / bridge the gap / stabilize cash flow]. I partner with a business funding company — T.A.G. Business Funding — and they specialize in fast capital for businesses like yours. Would it be OK if I had them reach out?"
"It's more expensive than a bank loan — but T.A.G. works with businesses that can't get bank approval, and they're transparent about the full cost upfront before you sign anything. There's no obligation just to see what you qualify for."
"That's fine — it's good to know what you qualify for before you need it. Most business owners wish they'd applied before a crisis rather than during one. I can have T.A.G. do a soft pre-qualification with no impact to your credit if you want to know your options."
You receive a referral fee when T.A.G. funds your client. Best practice is to disclose this relationship when making the introduction: "I should mention — I have a referral partnership with T.A.G. and receive a commission if they fund your business. That said, I only refer clients I believe are a genuine fit." Transparency builds trust and protects you from any regulatory concerns.
Register as a partner to get your referral link, then make the introduction.
T.A.G. Business Funding
500 FICO minimum. Bank declines OK. Revenue matters more than credit score. Most decisions in 24 hours.
500 FICO minimum · $4K–$6K+/month revenue · Funded in 1–3 days
