Most “I referred someone” stories are un-trackable. You mentioned a company on a call. The owner Googled a similar name. A different salesperson took the application. You find out they funded when the client mentions it at lunch. That is not a partner program. That is a rumor.
Loanable’s referral mechanic is a unique CRM link: your unique partner link on loanableusa.com. Every application that keeps the partner link is attributed to you. If it funds through the 150+ lender marketplace, you earn 50/50 of Loanable profit, Monday ACH, no minimum. Loanable is not the lender. The link is how money and accountability find you.
Where to store the URL
On the contact record, in the email template, and in the SMS snippet your team is allowed to send. Not in a personal browser bookmark. Not behind a URL shortener that drops query strings. Not as a homepage you hope they will navigate. Owners finish the form in front of them. If your code is not on that form, you did not refer them in a way the dashboard can see.
- Test the link on your phone after every website or template change
- Use type= on the URL only when you already know the product conversation
- Do not send two marketplaces’ applications in the same text
- If an assistant sends links, they send yours, not a generic search result
What to watch in the dashboard
Started means they opened it. Missing means they used a different path. Funded means you should confirm the story you told them still matches. Reconcile Monday ACH to funded rows. If you refer four times a year, those four rows still matter. There is no minimum that makes a single funding invisible.
Talk like a referrer, not like a loan officer
You can say funding may be as soon as 24 hours on some working-capital files and that larger products can reach $50M. You cannot quote a rate you do not have. You cannot say you approved them. The CRM link is an introduction tool. If you want to package files and argue with underwriting, that is a broker or ISO role, and the same Loanable program can still pay you — but your emails should match the role you are actually playing.
Templates that survive staff turnover
When the assistant who “knows the link” leaves, the next hire will Google a lender. Put the tracked URL in the CRM merge field and in the email signature snippet that compliance already approved. Train the replacement on day one: this exact URL, no shorteners, no extra funder PDFs in the same thread.
Audit quarterly. Click your own template from a phone. If the ref is gone, fix it before you refer anyone else. Loanable cannot pay 50/50 of profit on a file it cannot attribute. 150+ lenders and Monday ACH with no minimum do not help a homepage visit. Working capital as soon as 24 hours does not either. The CRM field is the whole system for a referrer who is not running an ISO.
Make the referral visible. Get a Loanable partner link and pin your unique partner link on the CRM layout you already live in.