Introducer portalReferral submitted
The core transaction is held in one case record.
Short-term property finance
When the deadline is fixed, structure matters more than noise.
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.
Relationship-led handover Portal visibility Secure partner workspace
Partner workspaceBridging finance
- Scenario capturedOne connected record
- 2Specialist reviewOwnership stays visible
- 3Case progressionActions and updates
Built for professional introducersClear ownershipConnected informationVisible progressSpecialist support
Bridging referrals through the portal
Refer the case once. CFFL is notified immediately.
Approved partners send the core bridging transaction through the secure introducer portal. The specialist team is alerted as soon as it arrives, can begin the review promptly and keeps the next action visible as the case progresses.
- One clean handoverNo repeated case summary across forms and emails.
- Immediate notificationThe CFFL specialist team knows when the referral arrives.
- Built for urgencyThe deadline and next requirements stay part of the case view.
- Transparent and reviewableOwnership, activity and updates remain connected.
Secure partner portalBridging referral
RequirementTime-sensitive property financePriorityCompletion deadline capturedExitEvidence route recorded
Automatic alertCFFL specialist team notified
The case is visible to the receiving team immediately.
Specialist ownershipReview and next action
The team can assess the information and confirm what is needed next.
Partner visibilityUpdates without chasing
Progress and outstanding requirements remain connected to the case.
Recognise the opportunity
When to bring the scenario to Charles Frank
The strongest early conversations identify the client objective and the feature that makes a specialist route worth exploring.
Auction purchase
A fixed completion timetable needs early review of the legal pack, security, funds required and exit route.
Chain break
The onward purchase needs to complete before an existing property sale has finished.
Refurbishment
The property or proposed works prevent an immediate move onto suitable longer-term lending.
Commercial or mixed use
A trading, investment or semi-commercial asset requires short-term funding around a defined event.
A useful first view
Four parts of the case need to connect
Specialist packaging works best when the facts explain one another. The portal helps keep the initial position and subsequent requirements in the same workflow.
Walk through the portalCase review frameworkBridging finance
4 connected checksSecurity
Property type, condition, tenure, value and marketability determine which lenders can engage.
Net funds required
The required net advance must be considered alongside retained interest, lender fees and transaction costs.
Deadline
The completion date, reason for urgency and readiness of valuation and legal work need to align.
Exit
The primary repayment route, supporting evidence, time allowance and fallback plan are pressure-tested.
From conversation to completion
A partnership supported by a visible workflow
The public website introduces the service. Approved partners move into the portal for client and case information.
- 01
Refer through the portal
Capture the asset, deadline, funding requirement and proposed exit once in the secure partner workflow.
- 02
CFFL is notified
The specialist team is alerted immediately and can begin reviewing the transaction and next requirements promptly.
- 03
Follow without chasing
Ownership, outstanding information and progress remain visible as valuation, underwriting and legal work move forward.
One connected handoverThe scenario, quoted position and next action move forward together.
See the portal workflow Prepare the conversation
The information that creates a stronger starting point
Requirements vary by lender and case. These are the details that usually help the specialist team understand the position quickly.
- Property address, use, condition and transaction details
- Purchase price or estimated value and the amount required
- Target completion date and the reason it matters
- Evidence supporting the primary and fallback exits
- Costed schedule and timescale for any proposed works
- Borrower, company and portfolio details where relevant
Partner questions
Useful context before the first conversation
Product and lender criteria change. A portal demonstration shows how current scenarios move into the specialist workflow.
Ideally before bidding. That creates time to review the property, legal pack, funding contribution and exit without treating an indicative conversation as a guaranteed completion.
Expand the cases you can support