Advisor Program · For Customs Brokers
Help your importers get paid now. Earn on every advance.
Sign-up takes about 5 minutes · Independent advisor program · No conflict with your customs work
Indicative Advisor Earnings
$1M
Client's Refund
90¢
Advance Rate
Capital partner advances
$900,000
CBP pays the capital partner
$1,000,000
Indicative net profit
~$100,000
Indicative net profit
~$100,000
Indicative. Actual advisor comp calculated on the capital partner’s net profit on the deal.
We don't purchase your client's refund we connect them with capital partners who do.
Why brokers sign up as Advisors
Built around what customs brokers already do. No regulatory load. No client-pricing conversations. No new tooling.
We're a connector, not a buyer
Opscale Exchange connects your importer clients with capital partners on our panel. We don’t purchase the refund ourselves — multiple buying groups do, on terms that fit your client’s specific refund profile and timing.
2.5% of net profit per advance
You earn 2.5% of the net profit on every closed cash advance for a client you refer. Same client, real upside, paid when CBP pays the capital partner.
Funded in 5–10 business days
From your client’s intake submission to cash hitting their account is typically 5–10 business days, often less. We do the underwriting collection and packaging; capital partners review and fund.
5–10 business days, end to end From your client's intake submission to funded often shorter.
How it works for you and your client
Your role ends at step 2. We take it from there and keep you informed at every milestone.
1
Apply as Advisor
Sign up at hub.opscaleexchange.com/signup. Takes about 5 minutes — contact info, W-9, ACH for payouts, e-sign the advisor agreement.
2
Refer your client
Send your importer client to hub.opscaleexchange.com to complete the intake form. They already have the refund filing in hand — they just submit on the hub.
3
Our call center calls them
Within 1–2 business days. We confirm the lead, walk through the process, and start collecting the underwriting documents.
4
We package and place
We compile a clean underwriting packet and present it to a capital partner on our panel — the one whose mandate best fits the deal.
5
Funded you earn
Capital partner funds your client in 5–10 business days. You earn 2.5% of the net profit when CBP pays the capital partner.
What you can earn
Indicative advisor compensation across a range of deal sizes and advance rates. Actual comp is calculated on the capital partner’s net profit.
Advisor comp is paid after the underlying CBP refund is received by the capital partner. Indicative net profit shown actual figures depend on the capital partner’s financing and operating costs on each deal.
Frequently asked questions
Honest answers. If something isn’t covered here, sign up and the call center will walk you through it.
Does Opscale Exchange purchase the refund itself?
No. Opscale Exchange is a connector. We collect the underwriting and present the file to capital partners on our panel — those capital partners purchase the receivable and fund your client. We don’t take principal risk on these advances.
How long does the whole process take?
5–10 business days from your client’s intake submission to cash funded, often shorter. The biggest variable is your client’s responsiveness during underwriting document collection.
Is this regulated lending? Will it create exposure for my brokerage?
No. You’re an independent referral partner, not a lender. The capital partner is the funder. You don’t quote a price, collect underlying documents, or sign for the deal. Your customs work is unchanged.
What if my client's refund is delayed or denied?
Cash advances are non-recourse to your client except in cases of fraud. If CBP delays, reduces, or denies the refund, your client doesn’t repay — the capital partner takes that risk.
How is my advisor comp calculated?
2.5% of the capital partner’s net profit on each closed advance. Indicative: a $1M refund advanced at 90¢ generates roughly $100K of net profit, which means roughly $2,500 to you. At 85¢ the net profit is larger and so is your comp.
What does my client need to bring? Do they have to fill out forms?
If your client already filed for the refund (CAPE, protest, or litigation), they already have the filing documentation. They submit the intake form on hub.opscaleexchange.com — we collect the rest of the underwriting from them. They don’t have to chase down or recreate paperwork they already have.
Does this work for protest or litigation files, not just CAPE?
Yes. Protest and litigation refunds are still placeable with capital partners, but the wait for CBP is 12 months or longer rather than 60–90 days, so pricing reflects that.
When do I get paid as an Advisor?
Advisor compensation is paid after the underlying CBP refund is received by the capital partner — typically 60–90 days after the importer is funded, sometimes longer depending on CBP processing.
Sign up as an Advisor today.
Apply in 5 minutes at hub.opscaleexchange.com/signup. Refer your first importer client this week. Get paid when CBP pays.
Approved within one business day · Welcome kit includes advisor training packet and broker-to-importer one-pager