Your relationship is respected
Communication responsibilities and the handover model are agreed rather than assumed.
For brokers · IFAs · professional introducers
Specialist finance partnerships for mortgage introducers.
Partner with a specialist team and use a connected portal to move from an early scenario to visible case progress, without relying on a chain of disconnected emails.
FCA authorised & regulated Established 2011 UK-wide partner support
Why partner with us
Add specialist capability without making your client feel passed around.
A good partnership is more than a destination for difficult cases. It needs clear roles, relevant expertise and enough visibility for you to remain informed throughout the agreed journey.
Explore a partnershipSpecialists join the conversation
Cases are considered around the real property, borrowing and client objective.
Progress remains visible
The portal keeps the record, requirements and next actions connected.
Fair by design
Fair for your client. Rewarding for your business.
A lasting introducer relationship needs commercial terms that work for everyone, with client outcomes and regulatory responsibilities kept firmly in view.
Clear, proportionate fees
Any applicable client fee is explained clearly and agreed before the client proceeds. Our approach reflects the work involved and is not built around excessive charges.
Fair, rewarding commission
Introducer commission terms are transparent, commercially fair and designed to support a sustainable partnership. Exact terms are confirmed during onboarding.
A clear portal audit trail
Key case activity, communication, requirements and status changes remain connected to the portal record, supporting compliant oversight and clearer file review.
Fees, commissions and permitted activities depend on the case, partner status and agreed arrangement. Full details are confirmed before business is introduced.
The introducer portal
A working view of the relationship, not another inbox.
Approved partners use the secure portal for client and case information. The public website stays focused on the proposition, onboarding and access.
Connected referral record
Move approved partner cases into one secure workspace rather than rebuilding information across emails.
Visible case stage
See ownership, progress and outstanding actions against the record.
Case communication
Keep relevant messages and updates connected to the work they relate to.
Reviewable history
Maintain a chronological trail of activity as the case progresses.
Specialist product support
More routes for the cases your business encounters.
Each intermediary page focuses on the signals, information and workflow that help create a useful specialist conversation.
01
Second charge
Give clients another route when a remortgage may disturb a valuable first-charge deal, and use the portal to view quick indicative rates from major second-charge lenders before passing the same scenario to CFFL.
Explore intermediary support 02Bridging finance
Refer time-sensitive property cases through the introducer portal, notify the CFFL specialist team immediately and follow the case without repeated data handovers or chasing for updates.
Explore intermediary support 03Commercial finance
Refer your commercial finance business to a team with extensive experience across owner-occupied premises, investment property, mixed-use assets and more complex transactions.
Explore intermediary support 04Buy-to-let
Refer your buy-to-let business to a team with extensive experience across first-time landlords, established investors, limited companies, portfolios and specialist rental property.
Explore intermediary support 05Complex residential
Bring complex residential mortgage business to a team experienced in non-standard income, credit history, unusual property and layered client circumstances.
Explore intermediary supportBecoming a partner
From first look to a working portal relationship.
The website opens the conversation. Onboarding confirms the regulatory, commercial and operational detail before any client information moves through the agreed route.
Explore the fit
Discuss your firm, specialist opportunities and the type of partnership you need.
Complete onboarding
Agree status, permissions, responsibilities, commercials and the secure operating route.
See the portal
Walk through the workspace, users, information flow and case visibility with the team.
Start the relationship
Approved partners move client and case information through the portal, not the public website.
Partnership FAQs
Clear before the relationship begins.
The final operating arrangement depends on your firm and regulatory status. These answers explain the public website and onboarding route.
We welcome conversations with directly authorised firms, appointed representatives, introducer appointed representatives and other professional introducers. The appropriate arrangement and permitted activities depend on regulatory status and are confirmed during onboarding.
See the partnership working
Start with a portal demonstration built around your business.
No client information. No commitment. Just a clear view of the workflow and where Charles Frank could support your proposition.