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We give referred clients excellent customer service and funding options

This Referral Partner was already working with a different finance broker when we were introduced by a former client.
We were able to unseat the incumbent brokerage by demonstrating our values, getting the best outcome for the clients referred to us, and giving them exemplary customer experience.

A business team work together to address funding challenges

How the client benefited

The business was a digital agency facing cashflow challenges while taking on new work.

They had already been offered loans at around 17% interest

The Referral Partner was interested to see whether we could improve on the rates and terms already offered by a different finance broker.

Within 72 hours we had arranged a £200k unsecured loan at 13.35% over 5 years with no early repayment penalties.

These were far better terms than they’d previously been quoted.

A CFO receives the news they have gotten an excellent debt financing outcome

How the Referral Partner benefited

From making one warm introduction that led to funding, the Referral Partner took away £2,000 in commission.

But what was more important was that our excellent service and innovative solutions made the Referral Partner look good in front of their business connections.

The business owners were impressed by how easy we were to work with, the support and advice we gave them, and our clear communications.

Three colleague collaborate on ongoing funding referrals

The ongoing relationship

Within the first 9 months of working with this Referral Partner, we paid out five commissions, earning them nearly £7k.

This collaboration continues to be successful because of the shared values between this Referral Partner and Tony, our CEO.

Both are hyper-focused on human connections, client results, empathy, and ensuring the business they conduct every day is infused with these values.

A man discusses his client's funding outcomes on the telephone

Does this sound like you?

From making one warm introduction that led to funding, the Referral Partner took away £2,000 in commission.

But what was more important was that our excellent service and innovative solutions made the Referral Partner look good in front of their business connections.

The business owners were impressed by how easy we were to work with, the support and advice we gave them, and our clear communications.

Explore our library of client case studies and read testimonies from the business leaders we've helped.

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