Partnerships

Give your clients a formal way to lend privately.

Your clients may want to lend to someone they know: a child, founder, employee, family member, beneficiary, or business partner. Friendly Bank gives you a clear place to send them when the loan needs written terms, real accounts, repayment, and a reliable record.

For your clients

You can help without taking on the loan.

Your client

A Patron considering a private loan

What you offer

A formal way to do it

Friendly Bank

The loan is documented, funded, repaid, and tracked in one place

Why partners care

When clients lend privately, they need a real place to do it.

Friendly Bank exists for the gap between a conventional bank loan and an informal promise. We give the private loan accounts, terms, documents, repayment, and records.

Wealth advisors

When your client wants to lend to a child, founder, employee, beneficiary, or close relationship, Friendly Bank gives them a formal way to do it.

CPAs and attorneys

Private loans need terms, records, repayment history, and clean documentation. Friendly Bank gives the work a formal place to live.

Family offices and trustees

Families and trusts often move capital through relationships. Friendly Bank helps make that movement easier to approve, track, and explain later.

Commercial banks

Banks can keep the client relationship close while Friendly Bank gives the private loan an avenue the bank is not built to run directly.

Commercial banks

A home for private loans where your bank is not the lender.

Your bank already earns trust with depositors, business owners, families, and local communities. Friendly Bank gives you a formal private-lending avenue for clients who want to lend personally, without asking your bank to handle a loan where it is not the lender.

01

Keep client relationships close

When a private loan comes up, you can give the client a credible next step instead of leaving them to solve it informally.

02

Support deposit and account activity

Patrons and Members start with real accounts. Funding, repayment, statements, and payoff create account activity around the relationship.

03

Serve high-net-worth customers

Your affluent clients may need more than deposit products. They may need a clear way to handle personal capital movement.

04

Support CRA-aligned community goals

For eligible programs, Friendly Bank may support broader efforts around credit access, community needs, and local capital flow.

05

Reach people outside traditional banking

Members introduced through a trusted relationship can become real account holders with a structured repayment path.

06

Create durable relationship value

Your bank, your client, and the borrower all benefit when the private loan has a clear place to move and a reliable record behind it.

How it works

You introduce the right next step.

When a client is considering a private loan, they do not need you to administer it. They need a formal place to set terms, move money, handle repayment, and keep the record clean.

01

Your client is considering a loan.

They want to help someone they know, but they do not want the loan to become a casual promise or a long-term administrative burden.

02

You introduce Friendly Bank.

Friendly Bank gives the private loan a formal operating home: accounts, terms, documents, funding, repayment, and records.

03

The client keeps the decision.

The Patron decides whether to lend, how much to lend, and what terms make sense. Friendly Bank handles the structure around that decision.

04

The relationship stays cleaner.

The request, money movement, statements, payment changes, payoff, and history do not have to live in texts, emails, and memory.

What clients get

A better outcome for everyone around the loan.

The partner keeps the client relationship. Friendly Bank gives the private loan the formal home it was missing.

A private loan can become official without sending the client into an informal workaround.
The Patron remains the lender while Friendly Bank handles the administration around the loan.
The Member receives a real account, signed terms, and a defined repayment path.
Advisors, bankers, CPAs, attorneys, and family offices have a clearer record to reference when needed.

Become a Friendly Bank partner.

Give clients a formal option when a private loan is the right conversation, but an informal process is the wrong answer.