For advisers
For accountants, bookkeepers and advisers
How to introduce a client for business finance, what a lender needs from you, and how to prepare a client for the funding conversation.
Introducing a client
Refer a client in three steps
No portal, no sign-up, and no commission or fee promises — just a properly matched client.
- Agree it with your client. They stay the applicant and decision-maker.
- Use the same enquiry form. Note that an adviser referred them, with your name and firm.
- We call your client first. Then we come to you only for what they've authorised.
Refer a client
How accountants, bookkeepers, BAS agents and planners introduce a client for business finance: consent, what to send, and what happens next.
Read more →What lenders need from you
What a business lender needs from your client's accountant: financials, tax returns, year-to-date figures, ATO statements and explanations, by loan type.
Read more →Writing the accountant letter
An adviser's guide to the accountant letter for a business loan: what to confirm, wording that protects you, what never to state and a structure that works.
Read more →Bookkeeper's loan file
A bookkeeper's guide to preparing a client for a business loan: the reports lenders value, how to tidy the ledger first and how to present a clean file.
Read more →BAS agent's role
How BAS agents help a client's business loan: lodgement history, ATO account statements, payment plans and the turnover story lenders read from BAS.
Read more →Preparing the client
How advisers prepare a client before they speak to a lender: framing the need, amount and exit, rehearsing the hard questions and setting expectations.
Read more →Working with lenders
How accountants, bookkeepers and BAS agents work alongside a lender on a client's business loan: communication, document flow, boundaries and avoiding delays.
Read more →Management accounts
How to prepare management accounts for a client's business loan: periods, comparatives, labelling, add-backs and mistakes that trigger lender questions.
Read more →Explaining red flags
How advisers explain an ATO debt, a loss year, late lodgements or a past default to a business lender: factual wording, timing and what evidence to attach.
Read more →See what your business could qualify for
One short enquiry, no credit check when you first enquire, and a real person who calls you back with options that fit.
No credit check to enquire
One match, not a mailing list
A real person on your file