Proactive. Responsive. Proven.
How it works
“Contact Us” and we can discuss your practice requirements.
If we both agree to opening a facility, we will require a completed 2-way Trading Agreement, along with your practice’s latest set of trading accounts.
Your log-in details will then be issued to you, enabling you to access our interactive web portal.
From there you can propose client fees for finance by entering your practice details, client information, and details of the fee to be financed.
Your client will receive by email, a unique PIN and link to sign their Credit Agreement T&Cs, which they will be able to sign digitally.
Once signed, your practice will receive its fee in full by
(subject to client signing by 1pm).
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The content of this website is intended only for Insurance Brokers, Accountants, and other Professional entities.