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CFO by Design

Is excited to announce the launch of its referral partner/affiliate program!

The large demand for our unique services has allowed us to partner with individuals, professionals, and organizations who have established distribution channels. Hundreds new partners have joined our team nationwide in the past year alone!

No experience is necessary. Our system allows you to refer a potential candidate to us and be compensated once we have successfully assisted the client.

You will immediately receive your "Affiliate ID" via email. As soon as you receive this, you may begin submitting referrals and making a commission right away. Just go to the New Referral tab to submit the client's information and your ID.

One of our business development specialists will be in touch with you within 24 to 48 hours.

Terms & Conditions
AGREEMENT, between Genesis Financial Associates Inc. (hereinafter "the Corporation") and (hereinafter the "Independent Contractor"). The Corporation and the Independent Contractor shall collectively be called the “Parties”. Now, therefore, the Parties hereto agree as follows: The Corporation agrees to retain the services of the Independent Contractor, and the Independent Contractor agrees to serve the Corporation upon the terms and conditions hereinafter set forth. The term of this Agreement shall commence upon the execution of this contract ("Commencement Date"). Either Party may terminate this Agreement by providing the other Party written notification at least 60 days prior to the ending date. Such notification shall not be required in cases where the Agreement is being terminated by one of the Parties on account of a substantial breach by the other Party in the performance of their duties as required herein.During the term of this Agreement the Independent Contractor shall serve the Corporation by performing the duties described in the "Scope of Services" which is attached hereto and labeled "Exhibit A".The Independent Contractor shall devote enough time to its duties under this Agreement as may be necessary and shall periodically, or at any time upon the request of the Corporation, submit data as requested.See “Scope of Services” which is attached hereto and labeled “Exhibit A”.The Independent Contractor agrees hereby to indemnify and hold harmless the Corporation from any and all claims which may arise out of and in the course of the performance of her duties hereunder which are the result of her negligence or otherwise tortious conduct. Any and all claims for unemployment benefits and or claims for workers' compensation benefits are hereby expressly waived by the Independent Contractor who agrees to maintain separate policies of liability, health, and accident insurance as may be necessary or required by the Corporation in connection with the performance of her duties herein. RELATIONSHIP BETWEEN PARTIES. The Independent Contractor is retained by the Corporation only for the purposes and to the extent set forth in this Agreement, and his relation to the Corporation shall, during the period or periods of his services hereunder, be that of an Independent Contractor. The Independent Contractor shall have no fix hours of work but shall be expected to complete the tasks assigned by the Corporation. The Corporation shall not supervise the Independent Contractor's work but shall judge that work based on the following factors: accomplishment of the tasks assigned by the Corporation; the quality of the work; and, the meeting of any deadlines imposed by the Corporation. The Corporation understands that the Independent Contractor may, from time to time, have additional clients. The Independent Contractor shall be free to dispose of such portion of his entire time, energy, and skill during regular business hours as she is not obligated to devote to the Corporation all of her work time. The Independent Contractor shall not be considered as having an employee status nor as being entitled to participate in any plans, arrangements, or distributions by the Corporation pertaining to or in connection with any insurance, unemployment compensation, pension, stock, bonus, profit-sharing, or similar benefits for their regular employees.NON-DISCLOSURE OF PROPRIETARY INFORMATION. a. DEFINITION. “Proprietary Information” means any information, technical data or know-how, including but not limited to that which relates to research, products, services, customers, markets, software, developments, processes, marketing or finances that is disclosed orally or in written or electronic form, and which is marked or identified by the disclosing Party as “proprietary” or “confidential”. Propriety Information does not include information, technical data or know-how which (i) is in the possession of the receiving Party at the time of disclosure as shown by the receiving Party’s files and records immediately prior to the time of disclosure, or (ii) prior of after the time of disclosure becomes part of the public knowledge or literature, not as a result of any inaction or action of the receiving Party, or (iii) is approved for release by the disclosing Party, or (iv ) is independently developed by the receiving Party without the use of any Proprietary Information of the other Party. b. OWNERSHIP. All Proprietary Information shall remain the exclusive property of GFA, Inc. and the recipient shall have no right to use Propriety Information except as provided herein. c. NON-DISCLOSURE. The Corporation and Independent Contractor each agree not to use the Proprietary Information disclosed to it by the other Party for its own use or for any purpose except to carry out discussions concerning and the undertaking of any business relationship between the two as described in Appendix A. The recipient of the Proprietary Information may disclose such information to certain employees who are required to have such information in order to carry out their related work. Each Party agrees that it will take all reasonable steps to protect the secrecy of and avoid disclosure or use of Proprietary Information of the other in order to prevent it from falling into the public domain or the possession of unauthorized persons. Each Party agrees to notify the other in writing of any misuse or misappropriation of Proprietary Information of the other that may come to its attention. RETURN OF MATERIALS. Any materials or documents which have been furnished by GFA Inc. to the other shall be promptly returned and accompanied by all copies of such documentation after the business relationship has been rejected or concluded. SUCCESSORS AND ASSIGNS. Propriety Information may not be assigned without consent of the disclosing Party to any Party’s successor or assignee. EMPLOYEES. The Corporation and Independent Contractor are both responsible for enforcing this Non-disclosure Agreement with any of their employees. Employees of both Parties shall also be made aware of this Non-disclosure Agreement. Any violation of this Agreement caused by an employee of either Party shall give rise to liability on the employer of such employee. HEIRS, SUCCESSORS, AND ASSIGNS. No assignment shall be made without the written consent of the other Party. Whenever one of the Parties hereto is named or referred to herein, the heirs, successors and assigns of such Party shall be included and all covenants and agreements contained in this Agreement, by or on behalf of either party, shall bind and inure to the benefit of their respective heirs, successors, and assignees, whether so expressed or not. THIRD PARTY BENEFICIARIES. Neither Party intends to directly or substantially benefit any third Party by this Agreement. Therefore, the Parties agree that there are no third-Party beneficiaries to this Agreement and that no third Party shall be entitled to assert a claim against either of them based upon this Agreement.PROFESSIONAL RESPONSIBILITY. Nothing in this Agreement shall be construed to interfere with or otherwise affect the rendering of services by the Independent Contractor in accordance with her independent and professional judgment.WAIVER. No express or implied consent or waiver by a Party to any breach by the other Party in the performance by the other Party of its obligations under this Agreement will be deemed or construed to be a consent or waiver to any other breach in the performance by the other Party of the same or any other obligations under this Agreement. Failure by a Party to complain of any act or failure to act by the other Party or to declare the other Party in default, irrespective of how long such failure continues will not constitute a waiver by such Party of it rights hereunder. The giving of consent by a Party in any one instance will not limit or waive the necessity to obtain such Party's consent in any future instance.JURISDICTION. This Agreement shall be interpreted and construed in accordance with and governed by the laws of the State of Florida. Venue for litigation concerning this Agreement shall be in The Circuit Court of Palm Beach County, Florida.ATTORNEYS’ FEES. In this Agreement, all references to attorneys' fees shall include all reasonable fees charged by an attorney for services and the services of any paralegals, legal assistants or law clerks, including (but not limited to) fees charged for representation at the trial level, in all appeals, and in any bankruptcy proceeding, together with all costs incurred. Except as otherwise expressly set forth in this Agreement, the Parties agree that in the event of any mediation, arbitration or court proceeding for the enforcement, defense, or interpretation of either party's rights under this Agreement, the prevailing Party shall be awarded its attorneys’ fees. If consultant violates this Agreement, they shall be liable for all damages as may be allowed by law and specific performance and injunctive relief by any court of competent jurisdiction. It shall not be necessary that GFA Inc. to prove an inadequate remedy at law or the unavailability of money damages as a pre- condition or prerequisite to obtain injunctive or equitable relief. Should any clause or provision of this Agreement be determined to be illegal, invalid or unenforceable under any present or future law by final judgment of a court of competent jurisdiction, the remainder of this Agreement will not be affected thereby. It is the intention of the Parties that if any such provision is held to be illegal, invalid or unenforceable, there will be added in lieu thereof a legal, valid and enforceable provision that is as similar as possible in terms to the illegal, invalid or unenforceable provision, which is agreed to by both Parties.The within Agreement shall be construed in accordance with Florida law and shall constitute the entire Agreement between the Parties. EXHIBIT A: SCOPE OF SERVICES A: SCOPE OF SERVICES. The Independent Contractor will engage in the following services on behalf of the Corporation. Consultant understands that GFA Inc (GFA Inc.) requires direct access to borrower/client in order to facilitate the loan review process and will provide GFA Inc. with Borrower contact information below. Consultant will also provide GFA Inc. with all due diligence materials collected to date regarding loan request. Compensation: Consultant understands and agrees that Consultant is referring a request for financing/consultation services to GFA Inc. and will be compensated with a referral fee equal to a. Refer to the compensation guideline matrix can be found in online back office. These agreements supersede any fee agreement Consultant has entered into with Borrower/client and under no circumstances will an origination fee be paid at closing to any party other than GFA Inc. and/or correspondent lender/service providers. Consultant warrants that they are working directly and exclusively with Borrower/client and that they are the sole Consultant representing the Borrower/client in this request for financing/services. Consultant holds harmless and agrees to indemnify GFA Inc. against claims from any other Consultant to compensation for this loan request or services provided by third parties. Consultant agrees, for the purposes of the specific loan/service request identified above, to work exclusively with GFA Inc. upon the execution of this agreement and will provide GFA Inc. with a compensation/complete list banks, lenders or other sources of financing to which Consultant has submitted this request for financing below. Any misrepresentation by Consultant or violation of this agreement will result in the forfeiture of the all referral fees and release GFA Inc. from any obligations to compensate Consultant. Consultant agrees to a credit report and background check. All applicants must be approved by home office before beginning to submit any business. Approval will be disclosed via welcome email along with agent code number. Any prior criminal history must be disclosed at the time of application otherwise, GFA reserves the right to withhold any/all compensation upon discovery. Any commission disputes must be addressed via email to Consultant has one pay period or maximum 15 days to address any commission disputes or they will forfeit their commission/bonus. All residual income services are considered a bonus. Consultant must qualify for bonus every month in on order to maintain the residual income bonus. Please request the bonus qualification guidelines to Commencing with the effective date of this Agreement, CONSULTANT agrees not to make contact with, solicit or otherwise be involved in any transaction(s) with regard to any Client(s) or Contact(s) GENESIS FINANCIAL ASSOCIATES introduces to CONSULTANT or that CONSULTANT introduces to GENESIS FINANCIAL ASSOCIATES, without the express written permission of the introducing party. It is agreed that the Contact information introduced by either of the Parties to the other is the exclusion property of the introducing party, unless the other Party proves that they have had prior business involvement and written and/or email communication with said Client(s) or Contact(s) or CONSULTANT and GENESIS FINANCIAL ASSOCIATES agree to not communicate with, negotiate or participate in any transaction or funding with, negotiate or participate in any transaction or funding with any Client(s) or Contact(s) that GENESIS FINANCIAL ASSOCIATES introduces to CONSULTANT or the CONSULTANT introduces to GENESIS FINANCIAL ASSOCIATES without the introducing party’s involvement and written agreement . Each party agrees to copy each other on all written and/or email communication to and from the contact that either party introduces to each other. This applies to all transaction(s) entertained by the Parties hereto, including subsequent, follow-up, repeat, extended, or renegotiated transaction(s) as well as the initial transaction(s), and any future transactions, regardless of the success of the project in perpetuity. Consultant must complete annual compliance in order to be compensated each year. An updated copy can be found in the affiliate back office. GFA reserves the right to change the compensation program without notice. Any breach of this agreement will result in automatic termination and the forfeiture of all present and future commissions. *TAC: Total Authorized Commission- The formula used to calculate available compensation after cost.Total GFA Inc. Compensation Minus Admin Expenses (Ave 20%-30%) = TACThe Consultant position is designated for all affiliates that are interested in getting full entry level compensation with bonuses. QBI: Quality of Business- The formula used to determine the quality of business an affiliate is submitting.Total Business on Residual Divided by Total Business Submitted (Residual Qualified)Production Minimums for residual compensation. See Promotion Guidelines fact sheet.Residual compensation is paid as a quarterly bonus.QBI must be 70% or better for a bonus to be paid. The consultant must maintain a minimum of 3 Credit Repair application standard for the prior quarter for any bonuses to be paid. Consultant compensation will be adjusted if anyone from home office is requested to be involved in the origination of any service. A minimum of 50% training attendance and monthly customer service is required for any compensation to be generated (online or in person).GFA Inc. reserves the right to change/edit/adjust/modify/withhold any scheduled compensation for any reason whatsoever. IN WITNESS WHEREOF, the parties hereto agree to the above terms and have caused this Agreement to be executed in their names by their duly authorized officers.

** Note: If you are being sponsored by another affiliate insert their number where it says “Affiliate ID Number” otherwise you may leave it blank.

By submitting your request to become an affiliate, you agree to the terms and conditions of our referral program. You will receive a copy of your agreement in the confirmation email.

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