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Welcome to the DIRCEO Funding Connect! Thank you for making the decision to join our team at DIRCEO Funding Connect. At DIRCEO Funding Connect, our goal is to set you and your team up for long term success from the very beginning. We offer you all the tools and resources you need to thrive in this new environment. The purpose of this manual is to make sure that each and every individual we partner with feels confident in their role and in building the relationships that make our business work. It lays out a comprehensive setup plan and connects you with the team members you will be working with so you can get started on the journey to mutual growth.

Partner tools overview:

● Access to expert Finance Officers

● Comprehensive client portal with real time updates

● Monthly webinars

● Full spectrum finance training

● On-site onboarding opportunities

● Website integration with funding links to maximize opportunities

● Submission form with CRM and portal integration

● Automated client retention

● Continuing education

● Weekly meetings with partner success team

● Social media white label content

● Customized marketing materials


What we fund!


At DIRCEO Funding Connect, we believe in offering creative and alternative methods of full spectrum financing.

Below is a list of products we can offer your clients:

- Unsecured Credit Line/Card - Business Revenue Lending

- Merchant Cash Advance

- Accounts Receivable Financing

- Private Equity

- Equipment Financing

- Equipment-Sale Leaseback

- Retirement Account Financing

- Securities Financing

- Inventory Financing

- Purchase Order Financing

- SBA Loans

- Commercial Real Estate

- Book of Business Financing

- Term Loans

- Revolving Line of Bank Credit


Sign up today and create a revenue stream like no other. 



DIRCEO Funding Connect

  • Setup Checklist: ❏ Signed ISO agreement ❏ Signed W-9 agreement ❏ Portal setup ❏ Partner training for portal ❏ Submission form ❏ Landing page set up for website ❏ White label Instagram content ❏ Personal Slack channel