Making CPA referrals great again
Earn up to 6x more than bank referral programs
Savvi handles 100% of loan brokering and compliance for CPAs
Sign upBuilt for CPA Content Creators
How it works
1
Get a custom link
Give clients access to your recommendations 24/7, across email, socials and whatsapp.
2
Help clients your way
Set up a Savvi AI agent to serve your clients how you see best. Hands on or completely hands off.
Client
I need $30k working capital.
Savvi
On it... Found 4 options. Sending to you and Sarah.
Client
Do I need to fill out applications for each one?
Savvi
Nope. Just a quick Q&A, I handle the rest. Sarah gets copies of everything for review so your books stay clean.
3
Earn commission
If clients take a product you’ve recommended you get paid 80% of any commission.
Earnings to date
US$1,802
Nov
Dec
Jan
The Assurance CPAs Need
Full liability coverage. SOC 2 certified. IRS-compliant. 99.97% accurate. You're always in control.