Refer a business owner.
Track it from your portal.
If you are a Fundivi customer and know a business owner who needs capital, refer them from the Referrals tab in your portal. We take it through our normal funding process, and you follow every referral from lead to funded under your own code. No cash reward, just a way to help businesses you trust and keep tabs on them in one place.
- Decision in hours · wired same day
- Bank-grade encryption
Four steps, all from your portal.
Referrals happen inside your Fundivi client portal, not on a public form. Open the Referrals tab, enter the business owner’s details, and we take it from there, while you watch the progress under your permanent code.
One code. Every referral, tracked.
The genuinely useful part is the tracking. Each referral is tied to your account by a permanent six-character code, and your portal shows live status on every business you have introduced.
Your permanent six-character code
Every customer account carries one referral code. It never resets and never expires, so every business you send our way ties back to you automatically.
Live status on every referral
Watch each referral move from lead to application to funded, right inside your portal. No spreadsheets, no follow-up calls to us.
Everything in one place
The Referrals tab keeps every business you have introduced together: who you referred, when, and exactly where each one stands today.
Find your six-character code in the Referrals tab and share it, or just submit referrals straight from the tab.
Built for existing customers.
Every Fundivi customer has a Referrals tab and a code, ready the moment you sign in. If you have funded with us, you are set, just open the tab and refer the business owners you know.
To refer, you need:
- A Fundivi client portal account
- The business owner's name, email, and phone
- A business not already on file with us
Not a customer yet?
The Referrals tab opens once you have a Fundivi account. Start with an application or explore what we fund, then refer the business owners you know from inside your portal.
Referral questions, answered.
Straight answers about how the program works, what to expect, and what it is, and is not.
Know a business owner who needs capital?
Open the Referrals tab in your client portal, grab your six-character code, and refer them. Then watch their progress from lead to funded, all in one place.
Open your Referrals tab→