Referral Partnership Program


Become an Oak Street Funding Partner

Oak Street Funding offers three Referral Partnership levels. Our goal is to help organizations grow by providing value through our strategic partnerships tailored to your business. Choose the opportunity that best fits you and your business.

Become a Referral Partner


Individual Referral

Earn a flat fee for each eligible, referred client when they close a loan with Oak Street Funding. Simply refer your colleagues to help them fund their acquisition, ownership transition, or debt restructure.

Gold Program

Generate more revenue with the opportunity to earn fees for all qualified referrals you send our way. We are able to provide tailored reporting to keep you informed with the progress for each referral.*

Platinum Program

In addition to the benefits of the Gold Program, our exclusive and highest value program features options for custom co-marketing opportunities to help amplify your brand through custom curated content.*

*Subject to terms of program specific Referral Partner Agreement.


How It Works

  • Step 1: Join the Program
    Choose your preferred level and submit the form below.

  • Step 2: Refer Oak Street Funding
    Use your network to promote Oak Street Funding's financial solutions.

  • Step 3: Earn Revenue
    Earn a one-time payment for every qualifying client you refer that receives funding.
Referral Program

Why Our Partners Choose Us


A Personalized Approach

We understand that partnerships are built on relationships. We want to work hand-in-hand with you to provide the best financial solutions for your referrals. That's why we have a dedicated contact, Amy Gorman - Manager of Strategy and Partnership Development, that you will be working with to help customize and tailor our partnership to best suit your needs.
Content and Image Split Module_Amy Gorman

Become a Referral Partner