Affiliate Training Program

Everything you need to know to succeed as a DSCR Flow affiliate partner. Read through each module at your own pace.

1

Welcome to DSCR Flow

Welcome to DSCR Flow. I'm going to walk you through exactly how our affiliate program works, what your role is, and how we work together to serve real estate investors.

Here's the simple version: You bring the investors. We handle everything else.

What is DSCR Flow?

DSCR Flow is a lending platform specializing in DSCR loans — Debt Service Coverage Ratio loans designed specifically for rental property investors. These loans are different from traditional mortgages in one critical way: they qualify borrowers based on the property's rental income, not the borrower's personal income.

No tax returns. No W-2s. No pay stubs. No complicated income verification. The property qualifies itself based on cash flow. This is a game-changer for investors who have complicated financial situations, write off aggressively, or simply don't want to deal with income documentation.

Your Role as an Affiliate

Your role as an affiliate is straightforward. You have an audience of real estate investors. Maybe you're a coach or educator teaching people how to invest. Maybe you're a content creator with a following of investor-minded people. Maybe you're a real estate agent who works with investor clients. Maybe you run a community, a meetup, or a mastermind.

Whatever your platform, your audience needs financing to grow their portfolios. That's where we come in.

What You Get

As an affiliate, you get a white-label site. This is a fully branded lending portal with your logo, your colors, and optionally your own domain name. When your investors visit, it looks like your platform. They can learn about DSCR loans, check eligibility, and submit applications directly.

When an application comes through your site, it routes directly to our lending team. We take it from there — completely. We contact the borrower, pull credit, collect documents, order the appraisal, underwrite the file, handle compliance, and close the loan. Your involvement in the lending process is zero.

⚠️ Important: You don't need a mortgage license. You're not originating loans. You're not providing loan advice. You're not touching any part of the transaction. You're simply referring investors to a financing resource through your branded site. Our licensed broker handles all the actual lending.

When deals close, you get paid. Every loan that funds through your site generates a referral fee. You can track applications, pipeline status, and closings through your affiliate dashboard.

Key Takeaways

  • Affiliates refer investors — broker handles all lending
  • DSCR loans: qualify on property income, no personal income docs
  • White-label site with your branding
  • No mortgage license required for affiliates
  • Zero involvement in loan process — we handle everything
  • Referral fee on every closed loan
  • Track everything in affiliate dashboard
2

What is a DSCR Loan?

To effectively refer investors, you need to understand what you're offering them. Let's break down DSCR loans in detail so you can speak confidently about the product.

The DSCR Calculation

DSCR stands for Debt Service Coverage Ratio. It's a simple calculation:

DSCR = Monthly Rent ÷ Monthly Payment (PITIA)

PITIA = Principal + Interest + Taxes + Insurance + HOA (if applicable)

If a property rents for $2,400 per month and the total payment is $2,000, the DSCR is 1.2. That means the property generates 20 percent more income than needed to cover the debt. Lenders want to see a DSCR of at least 1.0 — meaning rent equals payment — and prefer higher ratios for better terms.

Why DSCR Loans are Revolutionary

Here's what makes DSCR loans revolutionary: they don't require income verification. None. No tax returns. No W-2s. No pay stubs. No profit and loss statements. The property qualifies entirely on its own cash flow.

Think about what that means for your audience:

  • Self-employed investors with complicated tax situations — they write off depreciation, have multiple entities, reinvest profits. Their taxable income doesn't reflect their actual wealth.
  • Portfolio investors hitting conventional loan limits (usually maxed at 10 financed properties) — they can keep scaling with DSCR because each property qualifies independently.
  • Business owners, gig workers, anyone with irregular income — DSCR is the solution.
🏢 Critical Requirement: Business Purpose

DSCR loans are business purpose loans. This is a legal classification that means the property must be held in an LLC or business entity. It cannot close in a personal name.

This is non-negotiable. It's not a preference. The business purpose classification is what allows us to skip income verification. In exchange, the property must genuinely be a business investment in a business entity.

The property must also be non-owner occupied. Investors cannot live in it — not even in one unit of a multi-family. These loans are strictly for rental properties generating tenant income.

Key Takeaways

  • DSCR = Monthly Rent ÷ Monthly Payment (PITIA)
  • 1.0+ required, higher is better
  • No income docs: no tax returns, W-2s, pay stubs
  • Perfect for self-employed, portfolio investors, complex taxes
  • Business purpose = must close in LLC — non-negotiable
  • Investment only — no owner-occupancy
  • Each property qualifies independently — no loan count limits
3

Spotting a Good Referral

Not every investor is a fit for DSCR financing. Sending unqualified referrals wastes everyone's time and hurts your close rate. Let me help you identify the ideal borrower profile so you know exactly who to target.

The Perfect DSCR Borrower

  • Active investor — they're buying or refinancing rental property now, not "someday"
  • Credit score 680+ — this is the sweet spot. Some programs go to 620, but 680+ gets competitive terms
  • Has capital — 20-25% down for purchases, plus reserves. No zero-down seekers.
  • Has or will form LLC — property closes in entity name. Must be willing.
  • Property cash flows — rental income must cover the payment at minimum

✅ Ideal Referrals

  • Self-employed investors whose tax returns don't show their true income
  • Portfolio investors scaling beyond conventional limits
  • High-net-worth individuals who value privacy and simplicity
  • Anyone declined by traditional lenders due to income docs
  • Real estate professionals who invest on the side

❌ Not a Fit

  • Wants to live in the property — no owner-occupancy
  • Credit below 620 — will struggle to qualify
  • Looking for 100% financing — DSCR requires real equity
  • Refuses to use an LLC — structure is mandatory
  • First-time buyers without capital or understanding

Your Bullseye Target

Focus on investors who are frustrated with income documentation. That's your core audience. Those people will immediately resonate with the DSCR value proposition.

4

Your White-Label Site

As a DSCR Flow affiliate, you get a branded white-label site to send your investors to. This is your primary tool for converting your audience into loan applications.

What's Included

  • Your branding — logo in header, your brand colors integrated
  • Optional custom domain — something like loans.yourcompany.com
  • Educational content — explainer pages about DSCR loans, who qualifies, loan process, FAQs
  • Video content — borrower-facing training videos
  • Streamlined application — about 15 minutes to complete

How It Works

When an application comes through your site, it's automatically tagged to you. Our system tracks the source. You don't need to do anything special — the attribution is built in.

You have access to an affiliate dashboard where you can see everything: new applications, files in processing, loans that have closed, and your earnings. Full transparency on your pipeline without any involvement in the actual lending process.

How to Use It

  • Link from your content — when teaching about real estate investing, financing is natural. Mention your lending resource.
  • Email sequences — periodic emails to your investor audience about financing options
  • Community mentions — when someone asks about financing, point them to your site

The site handles education and conversion. Your job is driving qualified traffic.

Customization Available

Want changes beyond logo and colors? We can adjust copy, add specific pages, or integrate with your existing marketing stack. Talk to your affiliate manager.

5

How You Get Paid

Let's talk about compensation — how you earn money as a DSCR Flow affiliate and when you get paid.

The Structure

You earn a referral fee on every loan that closes through your white-label site. When an investor applies through your branded portal and we successfully fund their loan, you receive a fee based on the loan amount.

50 basis points (0.50%) for referrals
100 basis points (1.00%) with document processing

Example: $500K loan = $2,500 referral fee (or $5,000 with docs)

Payment Timing

You get paid after the loan funds and clears any applicable rescission or funding verification period. This typically means payment within 2-4 weeks after closing. We're not holding your money — we're ensuring the loan is fully funded and final before paying out.

Track Everything

Your affiliate dashboard shows:

  • Applications as they come in
  • Files moving through processing
  • When loans close
  • Pending payouts
  • Payment history

Maximizing Your Earnings

  • Quality over quantity — 10 qualified investors beat 100 tire-kickers. Your close rate matters.
  • Pre-educate on requirements — LLC, down payment, credit thresholds. Informed referrals close better.
  • Stay consistent — repeated touchpoints build pipeline over time
  • Plan for the cycle — most loans close in 21-30 days. This isn't instant income, but it is recurring.

No Cap on Earnings

The more qualified investors you send, the more loans close, the more you make. Scale your content, grow your audience, and the referral fees scale with it. Questions about your specific agreement? Reach out to your affiliate manager anytime.

Ready to start earning?

Become an Affiliate