Brokers

If you are a broker please be familiar with the characteristics of clients we fund before presenting a prospect. Feel free to call or email with any questions. We prefer you submit prospective clients’ information using our online application.

Brokers can download our broker packet (which includes our Broker Agreement) in Acrobat PDF format. Just click the link below.

We welcome broker referrals and pay a generous commission for the life of an account. Our discounts are the same whether a client is introduced by a broker consultant or comes to us directly.

Complete the Consultant Information Form and Consultant Agreement, sign them, then fax or mail them. We will then be ready to accept your referrals.

Please do not send a Broker Agreement until you have your first client referral; then submit the referral and the Agreement together.

Broker Packet
Acrobat PDF Format

---

---

"Other companies charge more for services I get free with Dash Point. When I compared rates, the other companies' extra fees made them more expensive."