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REFERRAL PARTNERS

Help the businesses you serve find funding

If you work with small business owners and a client needs capital, TZM Financial can help them explore options through ROK Financial.

Become a Referral Partner →Registro de socios en español →

Who this is for

Bankers, accountants, consultants, equipment vendors and other professionals who work with small business owners can explore the program.

How to get started

  1. Use the registration link to open ROK Financial’s partner portal.
  2. Review program terms and ask how referrals are submitted and tracked.
  3. When a client is ready, make the introduction with their permission. Let them provide application documents directly through ROK’s process.

What types of funding can clients explore?

Start with working capital, equipment financing, or the full list of financing options. A referral does not guarantee approval.