Referring clients to a business finance broker
An accountant, consultant or other introducer should understand a broker’s process before referring a client. A referral arrangement needs clarity about responsibilities, information sharing…
Working with providers
Unexpected finance calls: verify before sharing documents
If someone contacts you about business finance, verify their identity before sharing accounts, bank information or identity documents. Familiar company names can be imitated.
Giving feedback about a finance provider
Clear feedback helps a finance business understand what happened and what response you are seeking. Keep service concerns separate from disagreement with a lending…
Cookies on finance websites: what to check
Cookie settings help you understand how a finance website stores or accesses information on your device. A cookie notice should explain the technologies used…
How lender relationship managers support a finance case
A lender relationship manager can help clarify a provider’s process and information requirements. Their involvement does not replace underwriting or mean a business will…
Sharing business information during a finance enquiry
Finance enquiries can involve bank statements, accounts and personal details about directors. Before sharing documents, establish who is receiving them, why they are needed…