Frequently Asked Questions


Who is eligible to participate in the Referral Program?

Anyone who knows of a landlord or investor can participate in the Visio Lending Referral Program, as long as you are 18 years of age or older and provide a W-9.


What is a valid referral?

A valid referral is considered a named contact with current contact information who is interested in working with Visio to expand their rental portfolio. A valid referral is not a contact already in the Visio Lending database or a family member/business partner of the Referral Partner.


How do I submit a referral?

You can submit referrals in any of our 7 methods through the “Ways to Refer” page.


How will I know if my referral is successful?

You can access the status of your referrals at any time through the “Referal Status” page.


Is there a limit on how many people I can refer?

There is no limit on how many people you can refer.


How long will it take for me to get paid on my referral?

Reward processing begins the following month after your loan has closed. Keep in mind, in order to process your reward payment, we will need your completed W-9 and bank information.


Do you have any tools or training to help me go out and find referrals?

Yes! Check out our Broker & Partner Resources for educational materials on our Referral Program


How do I submit my Banking Information and W-9?

You can update this information from the main menu in the Referral Partner Platform. Click on “Tax Info” to complete your W-9 and on “Bank Info” to update your bank information.

FAQ       Ts & Cs