Monterey Financial Services Launches Enhanced Broker Program with New Incentive Bonus

Program enables independent brokers, consultants, lenders, and investment professionals to increase their services across sectors while generating flexible earning options without additional operational burdens

OCEANSIDE, Calif.--(BUSINESS WIRE)--Monterey Financial Services (MFS), a leading provider of consumer finance, loan servicing, and debt collection solutions, today announced the expansion of its Broker Program, offering new income opportunities, enhanced support, and a limited-time $1,000 bonus for brokers who bring in new clients.

For more than 35 years, Monterey Financial Services has partnered with independent brokers, consultants, lenders, and investment professionals to help them deliver dependable financial solutions to clients across a variety of B2C sectors.

MFS’s expanded Broker Program is designed to expand brokers’ service offerings to include Consumer Finance, Loan Servicing, and Debt Collection and Recovery services. The program empowers brokers with easy-to-use tools, training, marketing materials, and flexible earning options.

The Monterey Financial Services Enhanced Broker Program offers:

• Residual Monthly Commissions – on accounts placed with MFS
• A $1,000 Bonus – for every new client referred through March 31, 2025
• Flexible Participation – allowing brokers to simply refer clients or stay engaged through the full process
• Multi-Industry Reach – spanning home improvement, medical, timeshare, professional services, auto, and more
• Tailored Marketing Materials – to streamline client outreach
• Broker Referral Checklist – helping determine strong-fit prospects efficiently
• Dedicated Support and Training – including education, program details, and ongoing guidance from an assigned MFS representative
• Simple Registration and Fast Onboarding – for an easy program start-up

Tailored for companies of all sizes and structured to support long-term growth, MFS focuses on making the program an ideal addition for brokers looking for residual income growth, according to Eric Daugherty, Business Development Manager at Monterey Financial Services.

“Monterey has always believed that strong partnerships drive strong results,” said Daugherty. “Our Broker Program is built to help brokers elevate their offerings, expand their income potential, and bring trusted, proven financial solutions to the clients they serve.”

The streamlined infrastructure of the program allows brokers to confidently refer clients while knowing MFS will deliver a fast, hassle-free experience. Once a broker submits a customer credit application, MFS ensures:

• Immediate Approvals
• A Fully Paperless Process
• 24/7 Access to Account Reporting
• Website Integration Capabilities
• Superior Customer Service

MFS has a vast network of referral partners nationwide and is committed to transparency, compliance, and financial strength — providing brokers and their clients with dependable solutions through a wide range of market conditions. To start your broker relationship with MFS visit its Broker Information page.

About Monterey Financial Services

Monterey Financial Services (MFS) helps businesses grow by creating customized consumer finance and receivables management programs designed to maximize cash flow and customer satisfaction. With risk-based pricing across the full credit spectrum, a focus on compliance, and decades of proven experience, MFS delivers scalable solutions for industries including vacation ownership, home improvement, education, and health and wellness. For more information visit www.montereyfinancial.com.