Now Accepting Applications Membership is open
Secure Broker
Est. 2026

Broker Certification for Alternative Finance

Join the list of brokers doing things the right way.

Our mission is to help establish a standard for protecting merchant data in alternative finance. Unlike traditional lending, the industry has lacked clear expectations around handling sensitive information, allowing backdooring and other forms of data misuse to persist. Secure Broker™ helps close that gap through independent, evidence-based verification of technical safeguards — giving the market a clearer way to identify responsible brokers and making it harder for bad actors to operate without accountability.

Membership Benefits

Access to Funders

Get listed in the Secure Funder™ portal where certified funders can invite brokers to partner.

Pipeline Opportunity

As adoption grows, certification becomes expected, creating more opportunity for responsible brokers and making it harder for bad actors to compete.

Merchant Confidence

Merchants are increasingly aware of backdooring. Display your digital badge on your website or email signature as a visible trust signal.

Regulatory Readiness

Security standards are evolving alongside emerging regulation. Get ahead of what's coming.

Day 1

Join Today, Get Listed Today

Signal your commitment to the industry immediately.

Day 90

Verify on Your Schedule

90-day grace period to complete verification.

Are You Eligible?

MCA
Working Capital
Term Loan
Line of Credit
Equipment Financing
Invoice Factoring
Asset-Based Lending
SBA
E-Commerce
Credit Card Split

Brokers and ISOs

For brokers with safeguards already in place, or those who use the framework as a path to improve.

Schedule a Call

Evidence-based verification, not attestations.

Document intake and storage
System access and permissions
Personnel policies

Practical enough for companies of all sizes. Credible enough to mean something.

Most brokers don't meet every requirement on day one — and that's okay. This program is designed to give you the framework to get there. If you care about doing things the right way, we want to hear from you.
Christina Duncan
Christina Duncan
Program Director

The Verification Process

Secure Broker™ Certified 2026
1

Secure Portal

Hosted on SOC 2 infrastructure.

2

Upload Evidence

Screen recordings, screenshots, documents.

3

On Your Schedule

90-day grace period, extensions available.

4

Collaborative

Message program team and other members.

Ready to get started?

Membership is open — apply today.

Apply for Membership View Requirements

The Cost of No Standards

Without shared standards, everyone in the chain is exposed.

Data Exposure

Weak controls create opportunities for bad actors with access.

Deal Misuse

Stolen submissions lead to unauthorized solicitation and excessive stacking.

Market Impact

Overextended merchants struggle to repay and don't renew.

Program Director

Christina Duncan — Program Director, Secure Broker

Christina Duncan

ABOUT

With nearly 20 years in alternative finance, Christina brings deep operational experience spanning ISO operations, funder relationships, and the day-to-day realities of how merchant data moves through the industry. She founded Aquamark to address industry-wide data security challenges she witnessed firsthand, and created Secure Funder and Secure Broker to establish a practical framework for self-governance.

Secure Broker™ Certified 2026

Become a Member

Small Teams — $499/year
Standard — $1,499/year
MONTHLY PAYMENTS AVAILABLE

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Professional environment

Membership is open.

Join the brokers setting a higher standard.

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