Co-branded client entry
An attributed link carries the partner relationship into the AXIS Score and saved customer workspace.
AXIS PROFESSIONAL PARTNER PROGRAM
Give clients a clearer path to business capital.
Built for enrolled agents, bookkeepers, tax professionals and trusted business advisors who want to help clients become funding-ready without becoming a lender or broker.
PREPARE THE FILE · TRACK PROGRESS · AXIS CONTROLS ROUTING AND SUBMISSION
THE OPERATING MODEL
Professional preparation with a controlled funding boundary.
Partners improve readiness and continuity. AXIS performs the capital analysis, controls the engagement, chooses any funding-source path and manages submission.
Readiness collaboration
Partners can reinforce record organization, operating context and timely client follow-through.
Private progress desk
Partners see only their attributed clients and approved progress milestones, never lender identities or internal pricing.
AXIS-controlled execution
AXIS controls underwriting interpretation, source routing, negotiation, submission and closing communication.
WHO THIS IS FOR
Advisors already trusted with the business story.
The first market lane is intentionally focused on professional-service firms with recurring client relationships and a disciplined approach to records.
Enrolled agents, tax practices, bookkeepers, accounting firms and business advisory firms.
Loan brokers, ISOs and referral organizations require a different agreement, compensation and compliance structure.
Partners do not quote terms, identify lenders, negotiate credit, collect advance funding fees or submit files in the name of AXIS.
ADMISSION PROCESS
Start with fit. Activate access only after review.
- 01ApplicationFirm, services, client profile and intended use.
- 02Compliance reviewProfessional boundaries, restricted services and approved communications.
- 03Agreement and trainingTerms, role definitions, privacy and customer experience.
- 04Partner Desk activationAttributed referral link and limited client-progress visibility.