Referral & Capital Partner Options | Broker-in-a-Box
If financing needs occasionally come up with your clients, a referral or Capital Partner arrangement may be more appropriate than full broker training. Learn the difference.
Topics on this page
- Building or Adding a Brokerage
- Referral or Capital Partner Arrangement
What this page covers
- Difference between building a brokerage and referring clients
- Capital Partner / referral arrangement overview
- How to ask CLBI about their referral program
- No compensation amounts or terms assumed