- Collects electronic receivables and/or minimum 8 monthly deposits
- Been in business in the United States for at least 6 months
- Currently generating at least $25K in monthly revenues
- 6 Months business bank statements
- 6 Months electronic payment statements (if applicable)
- Completed and signed application
The process of becoming a new client at KatalystFP is relatively simple.
If you have any questions or need any help starting the process feel free to fill out the form or email us a firstname.lastname@example.org. If you would prefer to talk to a real person call us at 1-855-528-3700
The best way to begin your process of becoming an agent or helping your clients is to contact Scott Perroncino our Director of Business Development.
Scott will determine if you are better suited to being a Referral Agent or Full Agent.
Referral Agents – Referral Agents prefer to pass on contact name and information of a client who may be interested in financing. Referral Agents do not sell the deal to the client and are not involved in the information exchange between KatalystFP and the client- KatalystFP does all the work. These relationships are suited to brokers and service providers who are trying to help a customer but do not have the time or ability to do work associated with closing a transaction.
Full Agents – Fully Agents (if deemed qualified by having experience selling in this industry) are required to conduct all client contact and submit full client packages including signed application, statements and all verification materials required to close a transaction. Full agents handle all client communications during the process of quoting, underwriting and closing. Agents may want to start as referral agents and graduate to full agents if they feel they would like to commit the time required.
In order to become an agent submit your contact information or contact Scott Perroncino at 1-855-528-3700 to find out more about what we can do together.