Partner Program
The origination platform behind every deal you send.
CapVex gives third-party originators and their vendor partners a single console to submit, monitor, and close equipment finance — application-only to $1,000,000, decisions in minutes, and every deal branded to you.
Onboard in minutes · No cost to originate · White-label under your brand
Everything you need to originate, in one console.
No spreadsheets, no email chains, no chasing status. CapVex is the operating system for your equipment-finance practice — and for the vendor partners you bring on.
Dashboard & monitoring
Watch every deal move — in real time.
Your pipeline dashboard shows every application you've submitted, its live status, and the dollars in flight — from New Application through Funded, updated the moment our credit team acts.
Filter by stage, spot what's stalled, and see funded volume at a glance. When a deal needs something, you know before your customer has to ask.
Simple application submission
A five-minute application your customer actually finishes.
Send a customer your white-label link or submit on their behalf. The application is short, mobile-first, and application-only for most deals — no tax returns, no financial statements.
Every submission is automatically tagged to you, so attribution and commissions are never in question.
Application & invoice auto-reading
Drop in an invoice — the equipment fills itself in.
Upload a vendor quote or invoice and CapVex reads it: make, model, year, and price are extracted and structured for you, so nobody re-keys line items or fat-fingers a serial number.
Cleaner data in means faster, more accurate decisions out — and far less back-and-forth on every file.
Transactional communication
Every conversation lives on the deal.
Message the finance team, answer a condition, or upload a stip right inside the application. No lost email threads, no wondering who has the ball.
Your customer gets their own portal to track status, message, and send documents — while you stay the relationship owner the whole way through.
Instant pre-qualification
Pre-qualify on the spot — no credit impact.
Run a soft-pull pre-qualification in about two minutes and hand your customer a real application-only ceiling before they ever fill out a full application. It never touches their credit score.
Every pre-qual is credited to you and carries straight into a pre-filled application tied to your account — so a two-minute check becomes a funded deal without re-entering a thing.
White-label for your vendor partners
Bring on vendors under your own brand.
Stand up branded application pages, QR codes, and website embeds for the equipment dealers and vendors you work with — your colors, your logo, your links.
Give your vendor partners 24/7 point-of-sale financing without building anything, and keep every deal they generate flowing through you.
A platform you can put your name on.
The white-label toolkit that lets a TPO act like a finance company — for every vendor partner you recruit.
Branded application pages
A hosted, mobile-first credit application per vendor — their branding on the front, your originations on the back.
Embeds, QR & Salesforce
Drop financing into any vendor's website with an iframe, a QR code on a printed quote, or a “Submit for Financing” button in their Salesforce.
Partner API & webhooks
Connect a vendor's CRM or checkout to CapVex and submit deals server-to-server, with real-time status webhooks back.
What every partner gets
- Real-time pipeline dashboard with status and funded volume
- White-label application, embeds, QR codes, and Salesforce button
- Invoice & application auto-read that structures equipment data for you
- In-platform messaging and a customer portal on every deal
- Instant, no-impact pre-qualification credited to you
- Application-only to $1,000,000 with decisions in minutes
- Partner API + webhooks for server-to-server submission
- No cost to originate — onboard yourself in minutes
The CapVex Platform
Originate more. Close faster.
Register your company, accept the program agreements, and you're live — pipeline dashboard, white-label links, pre-qualification, and real-time tracking, all in one place.
Ready to originate on CapVex?
Onboard yourself in minutes, or download the program guide to see the full economics and structures.