Referral partners
For accountants, consultants, agencies, POS providers, local advisors, and professionals who regularly meet business owners. Send a warm introduction and Berkvale follows up with care.
PARTNER WITH BERKVALE
Bring the relationship. We'll help with the solution.
Refer business owners who need better payment processing, flexible capital, or both. Berkvale handles the conversation, qualification, and next steps while keeping the relationship clear and professional.
HOW PARTNERSHIPS WORK
A simple referral path for people already trusted by business owners.
In merchant services, partner programs commonly start with a referral or agent relationship: the partner introduces the merchant, and the provider handles underwriting, onboarding, support, and reporting. More advanced ISO-style relationships can include deeper ownership of the merchant lifecycle and negotiated residual economics.
For business capital, referral partners usually introduce qualified business owners and let the funding team handle review, lender communication, offers, and closing. That keeps the partner focused on the relationship while Berkvale keeps the process organized and compliant.
Agent and ISO conversations
For partners with an active merchant pipeline or an existing book of relationships. We can discuss structure, attribution, reporting, and economics once we understand your volume and verticals.
Strategic partners
For platforms, associations, and firms serving a larger business audience. We can build a referral flow around merchant services, business capital, or a combined growth conversation.
THE PROCESS
From first conversation to a working referral path.
Start with a quick introduction. We learn who you serve, which Berkvale solutions fit best, and how referrals should be handled so everyone knows the next step.
- Tell us your audienceShare the industries, business size, and relationship type you already work with.
- Map the fitWe align on merchant services, business capital, or both, then define a simple referral process.
- Make the introductionYou connect the business owner with Berkvale. We qualify the opportunity and guide the next steps.
- Stay in the loopApproved partner terms can include attribution, updates, and compensation based on the agreed structure.
PaymentsCard processing, terminals, POS conversations, and merchant account support.
CapitalWorking capital and funding conversations for businesses ready to grow or stabilize cash flow.
RelationshipsA human follow-up process that protects the trust you have already built.
Clear, careful, and built for trust.
Partner eligibility, compensation, residuals, reporting, payment timing, and approval requirements are subject to Berkvale review, written partner terms, merchant approval, active processing or funded transactions, and applicable law. Partners should not quote pricing, guarantee approvals, promise funding, or present themselves as a processor, lender, or broker unless they are authorized to do so.
READY TO TALK?
Let's see if the partnership makes sense.
Use the contact form and tell us who you serve, how you introduce business owners, and whether you are focused on payments, capital, or both.
Go to contact form