FundedPlan Referral Partner Program Policy

Overview

The FundedPlan Referral Partner Program allows professionals in the small business lending ecosystem to earn commissions by referring clients who need SBA 7(a) business plans. This policy outlines how the program works, how commissions are earned and paid, and the terms that govern the partnership.

By signing up as a referral partner, you agree to the terms outlined in this policy.

Who Can Join

The program is open to anyone. There is no application or approval process required to sign up. SBA loan brokers, CPAs, accountants, business attorneys, SBDC advisors, SCORE mentors, and other professionals who work with small business owners are especially well suited to the program.

FundedPlan reserves the right to revoke any partner's access to the program at any time, for any reason, at its sole discretion.

How It Works

When you sign up as a referral partner, you receive a unique referral link. When a client uses your link to purchase a business plan from FundedPlan, that client is attributed to you and you earn a commission.

Referred clients receive a $100 discount on their order, paying $2,000 instead of the standard $2,100 price.

Commission Structure

You earn $1,000 for every client who purchases a business plan through your referral link.

Commission Summary

When Commissions Are Earned

A commission is considered earned when both of the following conditions are met:

1. The client has completed payment for their business plan.
2. FundedPlan has delivered the completed business plan to the client.

If a client requests and receives a refund before or after delivery, the commission for that order is forfeited. No commission is owed on refunded orders.

When Commissions Are Paid

Commissions are paid 30 days after the client's payment date, provided the delivery condition above has been met.

There is no minimum payout threshold. Every earned commission is paid regardless of the amount.

How Commissions Are Paid

Commissions are paid via PayPal or bank transfer. When you sign up as a partner, you will provide your preferred payment method and account details.

It is your responsibility to ensure your payment details are accurate and up to date. FundedPlan is not responsible for delays or failed payments caused by incorrect account information.

Your Referral Link

Upon signing up, you will receive a unique referral link.

Client Referral Link: Share this with clients who need an SBA business plan. When they purchase using this link, you earn your commission.

You may share your referral links through any legitimate channel: email, your website, social media, direct conversations, or professional networking.

What You Can and Cannot Do

You Can

• Promote FundedPlan through honest, accurate descriptions of the service and its deliverables.
• Share your referral link with clients, colleagues, and professional contacts.
• Include your referral link on your website, in email signatures, and in professional communications.
• Recommend the referral program to other professionals.
• Refer clients to other business plan providers simultaneously. There is no exclusivity requirement.

You Cannot

• Misrepresent FundedPlan's services, pricing, deliverables, or delivery timeline.
• Guarantee specific loan approval outcomes to clients. FundedPlan produces lender-ready business plans, but loan approval depends on many factors beyond the business plan.
• Use spam, unsolicited bulk messaging, or deceptive practices to promote your referral link.
• Bid on FundedPlan branded keywords (such as "FundedPlan" or "fundedplan.com") in paid search advertising.
• Create websites, landing pages, or social media accounts that impersonate FundedPlan or could be confused with official FundedPlan channels.
• Engage in any form of fraud, including self-referrals, fake accounts, or artificially generated purchases.
• Offer clients additional discounts, rebates, or kickbacks beyond the $100 referred client discount that is already built into the program.

Modifications to the Program

FundedPlan reserves the right to modify the commission structure, program terms, payout schedule, or any aspect of this policy at any time. Partners will be notified of material changes via email at least 14 days before the changes take effect.

Commissions earned before a policy change will be honored under the terms in effect at the time they were earned.

Termination

Either party may terminate the partnership at any time for any reason.

FundedPlan may immediately terminate a partner's account without notice for violations of this policy, including but not limited to: fraud, misrepresentation, spam, or any activity that damages FundedPlan's reputation or client relationships.

Upon termination:

• All pending commissions that have been earned (meeting both payment and delivery conditions) will be paid on their scheduled payout date.
• Your referral links will be deactivated.

Tax Obligations

Partners are responsible for reporting and paying all taxes on commissions earned through the program. FundedPlan does not withhold taxes from commission payments.

For US-based partners earning $600 or more in a calendar year, FundedPlan may issue a 1099 form as required by the IRS.

Limitation of Liability

FundedPlan's total liability to any partner under this program is limited to the unpaid commissions owed to that partner at the time of any claim. FundedPlan is not liable for indirect, consequential, or incidental damages arising from participation in the program.

Relationship

Partners are independent contractors and not employees, agents, or representatives of FundedPlan. This program does not create an employment relationship, partnership, joint venture, or agency arrangement.

Contact

For questions about the referral program, commission payments, or this policy, contact us at support@fundedplan.com.

Governing Law

This policy is governed by the laws of the State of Delaware, United States.