How We Work
A Transparent, Aligned Approach
We act as your dedicated commercial finance specialist — assessing your deal, building your case, and managing the entire process from initial approach through to settlement. For information about how fees are structured, see our dedicated fee guides below.
Fee Guides
Our fee structure differs depending on the type of service. Select the relevant guide for your transaction.
What We Do For You
From initial assessment through to settlement, we handle the heavy lifting so you can focus on your business
Full Assessment of Financing Potential
We evaluate your deal comprehensively to identify every viable financing pathway available.
Financial Models & Projections
We build detailed financial models and projections tailored to lender requirements.
Credit Paper Preparation
Lender-ready credit papers with 3-way modelling — built by us, not by you.
Financing Type & Structure Advice
Expert advice on financing types, security structures, and the best approach for your situation.
Lender Sourcing Across All Panels
We source across bank, non-bank, and private lender panels to find the right fit.
End-to-End Application Management
We manage the entire process from initial application through to settlement.
Rate & Term Negotiation
We negotiate rates, terms, and conditions on your behalf to secure the best outcome.
Upfront Feasibility at No Cost
For advisory clients, we assess your deal upfront and advise whether finance is achievable before any commitment. For private lending, we issue a mandate for your review — you can negotiate terms before signing.
Ready to See What We Can Do?
Start your application and we'll provide a free feasibility assessment at no cost.
Why Use a Specialist Broker?
The difference between navigating alone and having an expert in your corner
Approaching Lenders Yourself
- Limited to one lender’s products and policies per application
- You prepare the financials, models, and projections yourself
- Each lender application requires starting from scratch
- No visibility on which lender best suits your deal
- Declined? You’re back to square one with another lender
Working With Us
- Access to 25+ lenders across bank, non-bank, and private panels
- We build lender-ready credit papers and financial models for you
- One process — we present to the right lenders simultaneously
- We identify and approach the lenders best suited to your transaction
- Declined by one? We pivot immediately to the next-best option
- One dedicated point of contact from start to settlement
Our Process
Four steps from initial assessment to settlement — we handle the complexity so you don't have to
Assessment & Mandate
For advisory clients, we assess your deal at no cost before any commitment. For private lending, we provide a mandate outlining scope and fees — you are welcome to take independent advice and negotiate before signing. We only start work once the mandate is agreed and executed.
We Build Your Case
Financial models, credit papers, projections — all built to lender requirements. You focus on your business while we prepare everything needed to get the deal done.
Lender Matching & Application
We present to the right lenders simultaneously and manage the entire process. One application, multiple options — with ongoing updates at every stage.
Settlement
We coordinate everything through to settlement — liaising with lenders, solicitors, and all parties to ensure your transaction closes smoothly and on time.
Frequently Asked Questions
Not sure if you need finance yet? Book a free Finance Health Check to review your existing facilities and identify opportunities — no cost, no obligation.
Ready to Get Started?
Contact us today for a free feasibility assessment. We'll review your deal and advise on the best path forward — no cost, no obligation.