Insurance agents touch nearly every investment property — you quote the landlord policy, the builder’s risk on the flip, the coverage on the new multifamily acquisition. That puts you in front of active real estate investors all day. The Bancaverse insurance agent referral program lets you earn up to $300 per funded deal by connecting those clients to the financing they need.
⚡ Quick Answer: When an insurance client is buying or refinancing an investment property, an agent can refer them to Bancaverse with a unique link. We prequalify and arrange the business-purpose loan; the agent earns a referral fee when it funds — and we can send investor clients back for coverage. Become an affiliate →
A Typical Insurance Agent Scenario
Illustrative example of how the program works — not a specific client.
Consider an agent in Florida, where investors are wrestling with rising premiums on every deal. A client calls for a builder’s risk quote on a fix-and-flip and mentions they are still lining up financing. The agent shares their Bancaverse referral link. Bancaverse prequalifies the borrower, matches the project to a bridge or fix-and-flip loan, and the agent earns a referral fee when it funds — while also writing the policy. One client conversation, two revenue streams.
Why It Fits Insurance Agents
- You are already in the deal. Coverage and financing happen at the same moment — the introduction is natural.
- It is genuinely two-way. Our borrowers need landlord, builder’s risk, and commercial coverage, so we can refer investor clients straight to you.
- No lending work. You make the introduction; we prequalify and handle the financing.
- Added income. Up to $300 per funded deal, free to join.
What Affiliates Do and Don’t Do
Your role is the introduction. Affiliates do not quote loan rates or terms, set expectations on approval or timing, handle borrower documents, or take part in onboarding. You hand off a warm contact; Bancaverse assigns a dedicated advisor and manages the loan from there.
Turn Every Policy Into a Referral
Add your referral QR code to quotes and renewals so investor clients can reach Bancaverse the moment they need financing — and we return the favor with coverage referrals.
Get your insurance agent referral link →
Frequently Asked Questions
Q: How does the insurance agent referral program pay?
A: Up to $300 per funded deal, paid when your referred borrower’s business-purpose loan closes.
Q: Will Bancaverse send insurance referrals back to me?
A: Yes — the program is two-way. Our investor borrowers need coverage, and your services can reach our active borrower base.
Q: What types of loans qualify?
A: Business-purpose, non-owner-occupied financing — DSCR rentals, fix-and-flip, bridge, multifamily, and commercial.
Q: Do I quote rates or handle the application?
A: No. You only make the introduction. Bancaverse prequalifies the borrower and manages the financing; affiliates do not quote rates or handle documents.
Q: Is there a cost to join?
A: No. It is free and takes about two minutes to get your referral link and QR code.
