Terms before introductions
Agree the scope, responsibilities, and how commission is calculated in writing.
For accountants, brokers & advisors
Your relationship.
Our funding expertise.
Help your clients take the next step with their funding. You keep the relationship, with clear terms, visible progress, and access your client controls.
Not open yet
Not open to new clients yet. We will say so here the day it is.
Good introductions start with trust.
Built around the relationship
Clarity for you. Control for your client.
Permission from the client
The client chooses what to share from their workspace and can withdraw access.
Progress you can follow
See the progress and requests your client has permitted you to see.
The introduction
A straightforward path, with permission at each step.
- We agree terms in writing, including how and when commission is calculated.
- You introduce the client. No client data moves on the introduction alone.
- The client grants access from their own workspace, scoped to what they choose.
- You see progress and requests; you do not see anything the client has not shared.
- The client can withdraw your access at any time, and you are told when they do.
A shared standard
What makes a good partnership.
Onboarding includes a diligence process and a written agreement. An application does not create a partnership.
- The client knows about and agrees to the introduction.
- You describe our role accurately: funding advisory, not lending.
- You make no guarantee of an outcome or a rate on our behalf.
- You can evidence the professional standing you claim.