The handful of vendors we'd actually open an account with ourselves. And what our clients get when they do.
We don't take affiliate deals to throw a banner on the site. Every partner here has earned the relationship through two test years and zero client complaints. Our clients get preferred terms not available to the public. If a partner stops earning that, they come off the page within 30 days.
Partnerships are a two-way street. If you don't promote us, we don't promote you.
We've turned partners away. We've ended partnerships. The bar is straightforward — do our clients win when they use you? Are the terms actually better than they'd get walking in cold? Are you communicating? Are you sending business back our way when it makes sense? When the answer is yes across the board, you stay on this page. When it isn't, you don't.
Two partners. Both earn their place.
A short list on purpose. Each one solves a real problem our clients run into. Each one has a real ETS-client perk attached.
Bluevine — banking that actually fits a small business.
Business banking should be boring. Bluevine makes it boring in the right way — high-yield checking, free wires, no minimum balance games, and an interface that doesn't fight you when you have multiple entities. For most of our small-business clients, this is the bank we'd open first if we were starting over.
- Preferred yield tier available to ETS-introduced accounts
- White-glove onboarding coordinated through our partnership desk
- Multi-entity friendly with clean sub-account architecture for S-corps
VIP Mortgage — realtor-aware underwriting that knows 1099 income.
Most lenders don't understand 1099 commission income. They look at one year of low income and back away. VIP Mortgage is built around realtors and self-employed earners — they read your tax returns the way they should be read. Combine that with the cleanup work we do on your books, and underwriting becomes a different conversation entirely.
- Realtor-optimized underwriting on 1099 / commission-based income
- ETS-client coordination on the tax-return documentation lenders ask for
- Fast turnaround on pre-approval when timing matters on a purchase
Want to be on this page?
We're selective about who we partner with — but we're not closed. If you run a bank, a lender, a platform, or a service that consistently makes our clients' lives easier, we want to know. The bar is real outcomes, not affiliate revenue.
Reach out via the contact page with a one-paragraph description of what you do, who you serve, and why our clients would benefit. We'll get back if it's a fit. Honest "no thanks" if it isn't.
Most of our partner introductions happen after a Discovery call.
Why? Because the right banking, lending, or platform partner depends on your specific situation. The 15-minute Discovery call is where we figure that out and route you to the right ones — partner page or not.
Book the 15-min Discovery →