Our college funding financial products and training integrate with College Funding Solutions so that you can convert more prospects into clients.

College Funding Solutions, Inc.

Our Process For CFS Affiliates To Get Started

We are different. We provide overwhelming value to our producers, whether it is our proprietary products, training, marketing, or backend support.

Unlike most IMOs or FMOs, we don’t just accept anyone. We are committed to your success, and we want to make sure you are a good fit. Here is our process…

Complete Questionnaire

Complete a quick, secure online questionnaire so we can learn about you and the type of business you are doing.

Initial Phone Interview

During the initial phone interview, we will confirm your information, discuss contracting level options, and determine next steps.

Sign Agreements

If you are a fit, you will be sent our agreements via email for you to review, sign, and send back.

Complete Contracting

You will then be added to our contracting platform SuranceBay so you can complete and finalize the contracting process.

(Please wait for the questionnaire to fully load.)


Interested in learning more? Leave us a message and one of our business developers will reach out.