For CPAs and attorneys
CPAs and attorneys keep client relationships through a financing referral
A CPA or attorney whose client mentions a cash-out refinance, an acquisition or a growing loan need gains a co-broker seat rather than a cold referral out of the relationship: one submission is screened against 20,000+ loan programs, most deals return 5–8 matches across those programs, and the median offer in under an hour, from an institutional lender. The advisor adds its own fee on top of YieldStack's and signs the brokerage agreement as an Additional Broker.
- 20,000+loan programs screened
- 5–8matches on a typical deal
- Zero upfrontfor your client to submit
- 1 hourmedian first offer
What does a co-broker seat give a CPA or attorney?
A concrete next step for a client who mentions financing in passing. A cash-out refinance, an owner-occupied purchase or a commercial acquisition is screened against programs built for that need, instead of being pointed at a generic bank contact.
The relationship stays with the advisor. The file is signed as an Additional Broker, so the client continues dealing with the CPA or attorney who raised the referral.
How does a CPA or attorney get started?
Choose Broker on Get Started. It is the same account path a borrower takes: work email, password, and email verification, followed by the brokerage fee typically charged and the number of deals placed in a year.
The deal is described once, in a 5-minute submit, and screened against 20,000+ loan programs. Most deals return 5–8 matches across those programs, and the median offer in under an hour, from an institutional lender. From there, the deal is worked by a human deal team through closing, alongside the advisor.
How does a co-broker get paid?
The advisor adds its own fee on top of YieldStack's and co-signs the brokerage agreement as an Additional Broker. That fee is set by the advisor; nothing in the arrangement caps it.
It costs Zero upfront to submit a deal and review offers; YieldStack's broker fee is 0.50–1.00% of the loan amount and is paid only at closing.
Frequently Asked Questions
Do I keep my client relationship?
Yes. You sit on the file as an Additional Broker and the client keeps working with you. The seat is a co-broker seat, not a referral hand-off.
Who sets my referral fee?
You do. It sits on top of YieldStack's fee of 0.50–1.00% of the loan amount, which is paid by the borrower at closing.
What do I need to sign up?
A work email, a password and email verification, then the brokerage fee you typically charge and how many deals you place in a year.
What kinds of deals can I bring?
Commercial, owner-occupied, cash-out refinance and SBA financing, plus the rest of the programs YieldStack screens, nationwide. A client mentioning any financing need is worth a submission.
Does my client pay anything to submit?
It costs Zero upfront to submit a deal and review offers; YieldStack's broker fee is 0.50–1.00% of the loan amount and is paid only at closing.
Is YieldStack lending on my deal?
No. YieldStack is a commercial mortgage brokerage, not a lender. Every term sheet comes from a lender in the network and is subject to that lender's underwriting.
Is YieldStack a lender?
No. YieldStack is a commercial mortgage brokerage, not a lender. Every term sheet comes from a lender in the network and is subject to that lender's underwriting.
Does it cost anything to see terms?
No. It costs Zero upfront to submit a deal and review offers; YieldStack's broker fee is 0.50–1.00% of the loan amount and is paid only at closing.
Is financing guaranteed?
No. Every credit decision is made by the lender; YieldStack arranges the introductions and negotiates on the borrower's side, and no loan, rate, or closing is guaranteed.
Where does YieldStack operate?
Nationwide. YieldStack arranges commercial real estate financing nationwide. Every deal is business-purpose commercial financing, and the broker fee is paid only at closing.
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Bring the referral.Keep the client.
YieldStack is a commercial mortgage brokerage, not a lender.