Strong Relationships Are Key

Partner with Us
Sara Sudbay

Director, New Sales

Our Promise to ISOs

We pride ourselves on delivering an exceptional experience to the Independent Sales Organizations (ISOs) who choose to work with us. We do a full, upfront underwrite, so our deals stick, and we allow for exception requests by securing additional information as needed.

We understand that our relationships with ISOs are a key part of what enables us to deliver financing to so many small businesses. That’s why we continually look for ways to enhance our operations to make things even better.

We promise to do everything we can to deliver the strongest approvals possible, as quickly as possible – all facilitated by your experienced, dedicated Account Manager.

Accountability and Consistency

Fewer Modifications

9 out of 10 upfront approvals fund without additional mods.

Fewer Stipulations

99% of deals close at the final funding stage without additional stips.

Fewer Hoops

Approvals never require confessions of judgment, landlord waivers, or site inspections.

Best-in-Class Tools and Technology

  • Submit deals from your CRM via API
  • Manage your pipeline in real time
  • Easily tailor offers to meet client needs
  • Auto-generate electronic documents
  • Track client performance
  • Get instant alerts on renewal eligibility


Disclaimer of Partnership
Forward Financing’s reference to brokers/Independent Sales Organizations (“ISOs”) as “partners” and the reference to our working relationship as “partnering” in its marketing materials (including this website) is an industry custom that does not imply or constitute a partnership, agency, fiduciary, employment, or joint venture relationship. Forward Financing and ISOs are independent contractors with no affiliation. ISOs do not have authority to represent or act on behalf of Forward Financing.

What We Look for in Our ISOs

Time in Business

Minimum of 6 months

New Originations

$500K+ per month in total B/C funding


100+ subs per month in total B/C funding


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See How Working With Forward Is Different

With so many new funders coming into the industry every day, it’s hard to know who you can trust. Forward has always been a company we can rely on. They are fast, fair, and know how to get a file funded.”

James Celifarco

Managing Partner, Horizon Funding Group