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A Financial Planner Referral Program for First Position Commercial Mortgage Notes



We are pleased that you have decided to work with Woodbridge and refer us to your Associates who are interested in learning about our exceptional, alternative financial products. Registered Investment advisors, Financial Planners, Insurance and Annuity Agents and any other type of fiduciary. Whether it’s to compliment an existing portfolio or to establish a new one, we know that our short-term products offer the safer and higher yields that are attractive financially to agents and clients alike. Isn’t it time to pass-on the good news and earn residual income in the process?

We’d like to invite you to share Woodbridge’s most popular product, our “First Position Commercial Mortgage” (FPCM) Notes with your Associates. The demand for this product is growing, you can position yourself as a referral source and earn residual income for every sale your referred network produces – every quarter!

WHO DOES NOT QUALIFY:

  • If the person you are referring works for the same company as you in any capacity; they do not qualify, and your application will be rejected.
  • If the person you are referring has the same business address as you; they do not qualify, and your application will be rejected.

APPLICATION INSTRUCTIONS:

NOTE: All PIO’s submitted must be completed in their entirety in accordance with the below instructions or they will be rejected.

  1. Please be advised that the COMPANY NAME is a required field. Any submitted PIO applications that do not indicate a COMPANY NAME OR ALTERNATIVELY, A BUSINESS WEB ADDRESS, and are not accompanied by one of the below acceptable forms of business identification will be rejected.

  2. If the person you are referring is an Independent Agent per say, and does not have a formal COMPANY NAME OR BUSINESS WEB ADDRESS, you must provide verification of their business by providing us one of the following:
  • BUSINESS CARD (copy)
  • BUSINESS LICENSE (copy)
As we are aware, not all Brokers/FP’s use the website for PIO submissions; please be advised, if you are completing the PIO form manually, and submitting directly to your WB Consultant via email, the same above rules apply.

The Pass It ON Program – Here's How It Works

  1. Submit a pass-it-on application introducing us to your referral. Review it carefully and provide a complete application for approval.
  2. Once the application is approved, your referral is welcomed and linked to you. Although independent and working directly with Woodbridge, you will receive an override bonus on their total funded sales.
  3. Every quarter, you will earn an override bonus check of 25bps* of the total aggregate of your referral(s) total funded FPCM sales for that quarter.


1-2-3, it’s that easy!

* 25bps = 0.25%

Note: No securities or insurance license is required.

Pass It On Program Application (You)

Are you a broker representing multiple clients? Please fill out this section with your information. Do not provide your client information in this section.

  • First Name (required)
  • Last Name (required)
  • Company Name (required)
  • Street Address
  • City
  • State
  • Zip Code
  • Main Phone Number
  • Alternate Phone
  • Email Address (required)
  • Assistant Email Address (optional)
  • Woodbridge Representative
  • Web Address (required if independent agent with no formal business name)
  • Upload PDF Proof of Business


    Broker/Financial Planner You are Referring (Your Client)

    When you are a broker representing clients, this section should contain the contact information for the FP you are referring.

  • First Name (of agent being referred)
  • Last Name (of agent being referred)
  • Company Name (required)
  • Street Address
  • City
  • State
  • Zip Code
  • Main Phone Number
  • Alternate Phone
  • Email Address (required)
  • Years in Business
  • If Affiliated, who is Broker Dealer
  • Is Outside Business Activity Allowed
  • Web Address (required if independent agent with no formal business name)
  • Upload PDF Proof of Business


    Client Base of your Broker/Financial Planner

    When you are a broker representing clients, this section should contain the client base information for the FP you are referring.

  • Demographic


  • Describe your Financial Planner's
    Client Base (conservative,
    moderate, aggressive, etc.)


  • Do Clients need to
    Reposition Purchase from us?


  • Are the clients in a Liquid Position
    to Purchase from us?


  • Does the referred agent understand
    First Position Commercial Mortgage (FPCM) Notes
    and what they are?


  • Does the referred agent understand
    the process involved
    when purchasing FPCM Notes?


  • Is the referred FP agent ready
    to start doing business,
    if not why?


  • How many FPCM transaction per month
    do you expect them,
    the FP agent to produce?


  • Estimate FP agent's monthly gross sales