Resources for partners
Plain-English material you can put in front of a client, so the funding conversation does not depend on you having to explain our market for us.
Request a callback- Format
- Explainers and checklists
- Branding
- Co-branded on request
- Cost
- None
About partner resources
The awkward part of introducing a client to funding is usually the middle bit: they ask a question about how a facility works and you find yourself answering on behalf of a market you do not work in every day. Nobody enjoys that, and a half-answer can put a client off something that would genuinely have helped them.
So we keep the explanatory material on the site itself, written in plain English and free of the jargon that makes this market hard to compare. Point a client at the relevant page, or ask us for a version carrying your own branding.
What is available
- Product explainers covering what each facility is for, what it costs and where it goes wrong.
- Document checklists, so a client can gather what a lender will want before the first call.
- Sector pages setting out what funders typically look for in a given industry.
- Calculators for repayment and bridging costs your clients can use directly.
- Co-branded versions of the explainer material, on request.
How partners tend to use it
- Sending a client a single relevant page rather than trying to explain a product secondhand.
- Using the document checklist to get paperwork moving before we have even spoken.
- Pointing clients at the risk warnings, so expectations are set honestly from the outset.
- Including a link in their own newsletters or client updates.
Frequently asked
Can I put my own branding on the material?
Yes, on request. Some partners prefer their clients to see everything under their own name and we are happy to work that way. The regulatory content and risk warnings stay as they are, for obvious reasons.
Is any of this a recommendation to my client?
No. It is general explanatory material about how these facilities work, not advice about whether any of them suits a particular business. Anything specific to a client's circumstances comes after we have spoken to them.
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Send us a case and see how we handle it
No agreement needs signing to have the first conversation. Tell us what you keep running into and we will tell you whether we can help.
