Page 1 of 3

Vendor Referral Form

Our Vendor Referral Form makes it easy for our valued vendor partners to send us referrals for equipment financing & capital loan opportunities. Simply fill out this short online form with your referral's key contact and equipment details.
Upon submitting the referral form, the client's information will be automatically added to our internal CRM system and associated with your registered vendor email address. To ensure prompt referral payouts, please provide the same email address you used when signing up for our vendor partner program.
Our financing experts will promptly reach out to the referral to discuss their specific equipment financing needs. You may track their funding status by emailing your vendor rep or [email protected].
Our referral program is a win-win - your customers get the equipment financing they require and you get rewarded for the introduction. We offer a wide range of flexible options including $0 down, deferred payments, seasonal structures and more to help them acquire the equipment they need to succeed, while driving sales for your business.
If you haven't set up your referral payout method yet, please contact your vendor rep. For every referral that results in a completed financing agreement, you will earn a generous referral fee as our thanks.
The more referrals you send, the more you can earn!
For any questions or concerns, please contact your CBL Financial representative or reach out to [email protected].
We thank you for partnering with CBL Financial Inc.