Talk to clients before they need you.
Clients usually call a broker when it’s urgent, after the best options have gone. Give them a cashflow tool under your brand, and you’re in the conversation every month, with the numbers done before the funding need arrives.
A monthly touchpoint with every client.
A useful reason to call that isn’t a sales pitch, and funding cases that arrive early with a live forecast and a standard pack. Better-prepared cases, placed sooner.
Give every trader a reason to hear from you monthly.
Your traders and installers get a forecast for their own business. You see their funding needs weeks early, across the whole network, under your brand.
Your team runs it. Your clients don’t learn a new tool.
You connect the client
With the client’s permission, your team connects their Xero, read-only, and the forecast builds in minutes.
You present the findings
A clear 13-week view and plain-English verdict in your branding. The client sees what’s coming and what to do first.
You stay first call
When funding is the answer, the case comes to you, early and fully prepared. Your portal shows who to call this week.
Prove it on part of your book first.
We set up a pilot with a group of your clients or traders, agree the success measures up front, and review results weekly with you.
What you get
- Your fully branded platform and portal
- Alerts when a client’s outlook changes
- Funding cases routed to you first
- Onboarding materials and a staff walkthrough
- Set-up fee plus a licence per active client
What brokers and networks ask
Will clients know it comes from you, not Lending Logic?
Yes. It’s entirely under your brand: your name, logo, colours and domain. Your clients never see ours.
Does it work for a network of traders or installers?
Yes. Introducer networks use it to give every trader in the network a forecast, and to see funding needs across the network weeks early.
We already have a CRM. Does this replace it?
No. It gives you a reason to contact each client and tells you who to call first. Passing alerts into your existing systems is on our roadmap.
How do you make money if a case funds?
Our core fee is the set-up and licence. Where a funding share is agreed, it’s disclosed and set out in the partnership agreement.
Pilot with your client book.
A group of your clients or traders, live under your brand, with success measures agreed up front.