Calling all accountants and financial planners – there’s now a new, simple way to ensure your clients get the best advice and service for their finance and funding needs with our custom-built Referral Partner Portal.
This simple, easy-to-use online application system will make your life easier when it comes to referring clients for finance. All information and documents are uploaded to the portal and you and the client will receive regular updates throughout the application process. You can also login at any time to check on the application’s progress.
Interested? Click here to watch our short new video to find out more.