Relationships that Benefit Everyone

INSIGNIA Financial Services provides access to a broad supply of Agency, CMBS, SBA, USDA, bank, credit union, debt fund, private lender, balance sheet, and life company capital with the value and convenience of a single relationship.
Provide your clients access to today's most in demand commercial real estate financing while enhancing the value and depth of your client relationships.
Commercial loan and commercial real estate financing affiliate partner program
Virtual CFO Pros

Program Benefits

  • No cost to participate
  • Unlimited revenue potential
  • Multiple referral income opportunities
  • Expand the products and services available to your clients
  • Differentiate yourself from other professionals in your field
  • Forge strong relationships with clients

Capital Partners

We provide access to the nation's leading capital sources and hundreds of financial institutions

Benefits of Partnership

A Strategic Partner

Provide your clients access to leading commercial real estate financing and small business loans while earning compelling referral fees.

Increase Client Relationship Value

Whether your clients are real estate investors, small business owners, or entrepreneurs, capital is in demand. Effortlessly add high impact value.

Compelling Revenue Share

Generate meaningful fee income, interest income or both depending on your business structure and goals.

Do you have a time sensitive client referral?

Loans for nearly any purpose

Business Line of Credit

A cost effective way to provide your business a financial safety net.

Term Loans

A flexible form of financing that can be used for almost any business need.

Equipment Financing

Finance or lease tools, machinery, software, appliances, heavy equipment, work vehicles, etc.

Licensed Professionals

Specialized lending solutions offered for licensed professionals and practitioners, such as attorneys, therapists, counselors, educators, physicians, and others.  

SBA Loans

Long-term capital for nearly any business purpose. SBA 7a and 504 loans available.

Hard to Finance Businesses

Finance partnership buyouts, acquisitions, and other transactions with private capital.

Real Estate

Buying, building, refinancing, or remodeling your commercial business space or real estate investments.


Finance growth, strategic investments, and other transactions with crowdfunded loans.

INSIGNIA Financial Services LLC

Why Choose INSIGNIA?


We're a team of seasoned, career lending professionals with thousands of loans funded. No interns, no call centers.

Fast & Simple

Our lending process is fast, efficient, and highly reliable. We provide a transparent diligence and closing process.

Service Excellence

INSIGNIA Financial Services is a client-centric lender and dealmaker. Your success is our success.

Getting Started is Simple


Submit the Partner Registration form.


Complete onboarding and activation.


Earn substantial fees from your client referrals.

Comprehensive Menu of Debt & Equity

We provide financing for nearly every property type and purpose

Agency Small Balance

An expanded line of multifamily property financing options through Fannie Mae, Freddie Mac, and our Agency Bridge Program.

Non-Agency Loans

Our most competitive product for flexible loans under $6M. Eligible properties include multifamily, retail, light industrial, self-storage and more.

Private Capital

We provide opportunistic private debt capital for a broad array of residential, commercial, and specialty assets nationwide.

Bridge Lending

Our bridge lending programs provide fast, flexible financing for acquisition, renovation and recapitalization scenarios for real estate nationwide.

SBA Lending

Buy or build owner occupied commercial real estate with our high leverage SBA 7(a) and SBA 504 loan options.

CMBS Loans

CMBS platform offers unique fixed rate financing options starting at $5M for multifamily, retail, office, hotel, industrial, and self-storage properties.

Specialty Lending

Our specialty lending programs provide fast, flexible financing for unique business scenarios and real estate projects nationwide.

DIP Financing

INSIGNIA is a direct DIP lender for commercial real estate nationwide. Loans from $1M to $10M. We're fast and efficient when execution matters most.

Private Equity

We utilize our experience and deep network to provide exposure to third-party institutional private equity and hedge funds.

Partner with INSIGNIA

Provide your clients access to today's most in demand commercial real estate financing

Earn substantial recurring revenue while enhancing the value and depth of your client relationships.

Contact Us

Please use this contact form to get in touch with us concerning the Partner Program. We will respond promptly.