For Partners and Business Intermediaries
The vast majority of CreditSME’s clients are referred by advisors to businesses and business owners including accountants, lawyers, corporate advisors, growth/strategic consultants, virtual CFO’s, financial planners, insurance brokers and mortgage brokers.
CreditSME fully respects the relationships between the business advisor and client and helps to further entrench this relationship with the quality of service that we provide. The advisors/partners will be kept in the loop at all times on the status of the transaction and are welcome to join any meetings or calls with the client throughout the process. We can also look at a fee sharing arrangement that is also disclosed to the client.
If you would like to discuss any the funding requirements for your clients, please contact Adam (awelsh@creditsme.com.au / 0410 548 438) to discuss the funding options available or arrange a meeting.
Why work with CreditSME
CreditSME is an experienced and specialist business debt advisor that has been built around providing a value added service for businesses and their advisors so that they can get on with doing what they do best. The following provides a few attributes of the service that CreditSME provides for partners;
- You stay in the loop and maintain the relationship. We work as an extension of your advice and you're kept informed at every stage of the process.
- We only work on debt. We will never try to cross-sell other services or service providers competing for your client's attention — just the best available funding outcome.
- Access to 125+ lenders, including major and regional banks, private credit funds, and non-bank lenders to best ensure your clients obtain the optimal funding outcome with a streamlined process.
- A referral fee structure that reflects the value of the introduction, agreed upfront and paid on completion.
- Confidentiality as standard. Your client's information is only shared with lenders on a targeted, need-to-know basis as part of a structured process and only after approval from the client.
How It Works
- Introduction - You introduce us to the client or provide some initial information on the client and their funding requirements.
- Initial assessment - We conduct an initial desktop assessment to confirm suitability and if possible, likely loan terms achievable
- Information gathering and analysis - We request and review information from the client or advisor and confirm likely loan options and terms available
- Indicative loan terms and preferred lenders - We present indicative loan terms and preferred lenders, typically within days, giving a clear view of funding options and likely terms available.
- We run the process — present material to lenders, shortlisting lenders based on terms, managing diligence, and negotiating terms, keeping you informed throughout.
- Your client gets funded on best available terms