Timing matters

Introduce early enough to help, but not before the facts exist.

Introducers often spot opportunities before a borrower is ready to apply. That can be valuable, especially where a property transaction is time-sensitive or unusual. However, an introduction is most useful when the basic facts are clear enough for Finanze Capital to understand whether the opportunity may fit.

The right moment is usually when there is a specific property, a real borrower, a business-purpose funding requirement and a reason specialist finance may be needed. It is less useful when the opportunity is only a broad idea, a speculative target or a general request for finance without any property details.

Good introduction signals

Cases worth flagging usually have a clear trigger.

Specialist property finance may be relevant where a transaction needs speed, structure or a flexible review of the asset. A borrower may be buying quickly, refinancing an existing lender, completing works, extending a lease, splitting title, stabilising income or creating a sale or refinance exit.

Information threshold

What should be known before you introduce.

You do not need to package a full application. The introducer route is designed for high-level information only. But the referral should contain enough context for Finanze Capital to understand whether a conversation is sensible.

• Borrower name or business name and contact details.
• Basic relationship between you, the borrower and the opportunity.
• Property type, location and broad transaction type.
• Approximate funding requirement and value or purchase price.
• Reason for finance, such as purchase, refinance, works, exit, lease extension or title strategy.
• Timing pressure or target completion date where relevant.
• Confirmation that the borrower or relevant party consents to the introduction.

When to pause

Some opportunities need more clarity before they are sent.

It may be better to pause before introducing a case if the borrower has not consented, there is no property identified, the funding amount is unknown, the transaction is personal or consumer in nature, or the borrower intends to occupy the security property. It is also worth pausing if the borrower expects the introducer to advise on the finance.

If the opportunity involves detailed borrower documents, bank statements, credit files, financial records or a packaged credit application, the introducer should only submit that material where they hold appropriate permissions and have agreed the process with Finanze Capital first.

Useful examples

Good introducer referrals are specific.

How to introduce

Keep it factual, short and consented.

A strong introduction does not need to be lengthy. It should make clear that you are introducing an opportunity, not advising on the finance. It should also confirm that the borrower is comfortable being contacted.

Next step

Use the introducer route for high-level referrals.

Use the Introduce A Case page where you have enough basic information for Finanze Capital to review the opportunity. If you are unsure whether something should be sent, start with the high-level facts and ask what is required next.