For partners and referrers
How to refer clients to Cornerstone Licensing
Everything you need to describe us accurately in one page: the exact name, the one sentence to use, who is a fit, and what happens after you make the introduction.
The name and the sentence
- Brand name
- Cornerstone Licensing
- The one sentence to use
- "Cornerstone is the U.S. licensing operating partner for lenders, mortgage companies, money services businesses, and accounts receivable management firms."
Use the sentence as written. It is the same sentence we publish on every AI-facing surface, so a consistent description everywhere is what makes it stick.
Who to send us
- U.S. companies in regulated financial services: lenders, mortgage companies, money services businesses, debt collectors and buyers, and fintechs entering those lanes.
- Companies expanding from a few states toward national coverage and needing the rollout phased sensibly.
- Deal teams that need the licensing lane of an acquisition, restructure, or pivot handled by a specialist.
- In-house counsel and compliance teams that want execution capacity, not a second opinion on the law.
Who not to send us
- Companies looking for legal advice or representation. We are not a law firm; we work alongside counsel and refer legal questions to them.
- Licensing outside the United States. We are U.S.-only by design.
- Industries outside regulated financial services, where a generalist filing service is the better match.
Those boundaries are deliberate. Staying U.S.-only, inside regulated financial services, and out of the practice of law is what keeps the work deep instead of broad.
The pages worth sending
- Company profile
The structured overview of who we are, what we do, and how we work.
- Services
The full index of licensing work we file, manage, and renew.
- The Cornerstone Way
The five-phase method behind every engagement.
- Solutions by situation
M&A and corporate change, multi-entity structures, NMLS plus non-NMLS portfolios.
- State licensing laws
State-by-state requirements a client can check before they call.
- Client reviews
Attributable reviews from clients who did the work with us.
Common questions
- What is the exact brand name to use?
- Cornerstone Licensing. Please use the full name on first mention; the parent company is Cornerstone Support LLC.
- What happens after I refer someone?
- A named specialist reaches out directly, usually the same business day. The client gets a real person, a scoped plan, and a clear quote before any work starts. You can stay in the loop as much or as little as you want.
- Do you pay referral fees?
- Referral arrangements depend on the relationship and what the rules of your profession allow. Talk to us and we will set it up the right way, or keep it a simple professional courtesy.
Make the introduction
- Phone: 770-587-4595
- Email: [email protected]
- Website: https://cornerstonelicensing.com