Unregulated B2B finance · Training before deals · Self-employed

Help Businesses Get Funded.
Get Paid Well Doing It.

UK businesses need finance every day. Bridging loans, invoice funding, cash advances, asset purchases. Help them find the right product for their situation. Earn up to 70% commission on deals you place suitably. Or pass leads and earn a referral fee.

Referrer (just pass leads)

~£540/mo*

3 referrals/month · 30 seconds each

Agent (close deals)

~£6,500/mo*

5 deals/month · 55% self-sourced split

*Illustrative scenarios, not guarantees. Actual earnings depend on lead quality, deal size, lender appetite, conversion rate, clawback period, and how many deals fund. Past performance is no indicator of future earnings.

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Full

Commercial Finance Panel

70%

Top Agent Split

5.7M

UK SMEs

£0

Desk Costs

What You'll Broker

Four Categories of Business Finance

Every product solves a real problem for a UK business. Unregulated B2B finance for limited-company borrowers; deals involving sole traders or smaller partnerships are routed carefully against the regulated perimeter. We train agents on what we can and cannot handle.

Secured Finance

Bridging loans, commercial mortgages, construction finance, asset finance, commercial vehicles

Typical deal

£40k - £1M+

Your commission

£750 - £15,000

Unsecured Finance

Merchant cash advances, unsecured business loans, revenue-based finance, revolving credit

Typical deal

£25k - £200k

Your commission

£750 - £6,000

Receivables-Based

Invoice finance, trade finance, stock finance, export credit finance

Typical deal

£100k - £250k

Your commission

£1,000 - £5,000

Tax-Backed

VAT loans, tax loans, R&D tax credit advances

Typical deal

£30k - £150k

Your commission

£600 - £4,500

Commission shown is gross (before split). Agent keeps 35-70% depending on tier and lead source. Referrer earns 5-12% of gross commission.

How It Works

Four Steps to Your First Deal

A sales background helps. We provide mandatory training on products, regulatory perimeter, suitability, and compliance. You bring the relationships and complete training before any deal goes through.

01

Find a Business

Know a business that needs finance? Your network, your industry contacts, or leads we generate for you.

02

Fact-find and submit

Referrers: send a name and number, that is the job. Agents: complete the fact-find with the borrower, document a suitability rationale, and submit through the CRM.

03

Match, package, present

We run the lender match and packaging. The agent stays accountable for the borrower: collecting documents, agreeing the recommended product with the borrower, and confirming suitability before any offer is accepted.

04

Get Paid

Deal funds, then 40% on the first Friday. The remaining 60% comes in fortnightly instalments through the clawback window. 5% is held back as clawback reserve. No manual invoicing.

Earnings Calculator

See What You Could Earn

Choose your path. Pass leads as a referrer, or close deals as an agent.

3

How referrals work

You do: Send us a name, company, and phone number. Takes 30 seconds.

We do: Contact the customer, arrange the finance, handle all paperwork.

You earn: 5% of our commission per funded deal (~£180 average).

Estimated Monthly Referral Earnings*

£540

3 deals × ~£180 avg (5% of commission)

Annual projection

£6,480

*Illustrative, not a guarantee. Actual earnings depend on lead quality, conversion rate, deal size, clawback period, and how many deals fund.

Referrer Tiers: progression by funded deal volume and good standing

Standing means no upheld complaints, no AML or fraud concerns, and referred leads that broadly fit our products. Standing breaches pause progression.

Intro
Start5%
Regular
10+ funded deals8%
Premium
50+ funded deals12%
Apply as a Referrer
Agent Tiers

Earn More as You Grow

Start at 55%. As lifetime earnings grow, you unlock higher splits, subject to good standing. Your rate also depends on where the lead came from.

Associate

55%

Starting tier

Broker

60%

After £50,000 earned

Senior

65%

After £1,000,000 earned

Partner

70%

After £2,500,000 earned

Borrower First

Commission is set by each lender, not by us. Where two lenders can fund a deal on broadly similar terms, agents pick the better fit for the borrower, not the higher payout. Every deal file records the lender selection rationale. We review deal files monthly. Suitability is the test, commission is the consequence.

Repeat facility check

Before any application is submitted, the platform checks the borrower's record. If we have placed a facility with the borrower in the last 12 months that is still live, the system flags the deal. The agent must record a written rationale for why a second facility is right for the borrower's current cash flow position. Applications without a clear rationale are not submitted. The check is automatic, the decision is documented, and the lender sees any existing facility on the case file.

Commission by Lead Source

Find your own leads and you earn the highest split. Leads from referrers or our platform pay less because there are shared costs.

Lead SourceAssociateBrokerSeniorPartner
You found the lead55%60%65%70%
Referrer brought the lead45%50%55%60%
CoreFi platform / organic35%40%45%50%

Plus performance bonuses

Strong performers earn discretionary quarterly and annual bonuses on top of commission.

How payment works

When a deal funds, your commission is split into a structured payout schedule. 40% lands on the first Friday after funding. The remaining 60% pays in fortnightly instalments through the clawback window. 5% is held back from each instalment as clawback reserve. The clawback window varies by product, from 30 days at the shortest to 180 days at the longest. If the lender claws back the deal, unpaid instalments are cancelled and any paid amount is offset against future commissions. Payments are approved on the scheduled Friday and reach your account the next working day. No manual invoicing required.

Standards

How We Work With Agents

Self-employed does not mean unsupervised. Every agent operates inside a structured framework, before, during, and after every deal.

Vetting and onboarding

  • Photo ID verification (document upload with manual KYC review)
  • Conflict of interest declaration on signup
  • Seven step onboarding with MFA, agreement signing, ICO check
  • Agreement bars cold calling consumers and regulated advice

Training before first deal

  • AML, Treating Customers Fairly, vulnerable customers
  • Product knowledge, fraud awareness, complaints handling
  • Data protection (GDPR) and platform use
  • Eight modules. All completed and passed before a deal goes live

Ongoing supervision

  • Random monthly file review of submitted deals
  • Annual re attestation of training and conflicts
  • Upheld complaints pause tier progression
  • Full audit trail of every action on a deal

We apply the NACFB Code of Practice and FCA Consumer Duty principles to our standards, even where the underlying products are unregulated B2B finance. Standards are documented and auditable.

FAQ

Common Questions

Everything you need to know about becoming a CoreFi broker or referrer.

Referral Network

Regulated Products

These products require FCA authorisation. We refer them to regulated partners. You still earn a referral fee.

Referral

Residential Mortgages

Home purchase, remortgage, and equity release for individuals.

FCA regulated. Requires CeMAP qualification and FCA authorisation.

Referral

Personal Vehicle Finance

PCP, HP, and personal contract hire for individuals.

FCA regulated under Consumer Credit Act when borrower is an individual.

Referral

Personal Loans

Unsecured lending to individuals for personal use.

FCA regulated consumer credit.

Referral

Insurance Broking

Commercial and personal insurance placement.

FCA regulated. Requires authorisation under IDD.

Referral

Second Charge Mortgages

Secured loans against residential property (even for business purposes).

FCA regulated since 2016 under MCD regulations.

Referral

Buy-to-Let Mortgages

Consumer buy-to-let where borrower lives in or has lived in the property.

Partially regulated. Consumer BTL requires FCA authorisation.

Got a deal that needs FCA-regulated advice? Submit it anyway. We'll refer it to a regulated partner and you still earn a referral fee.

Apply

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You Already Know Businesses
That Need Finance.

A supplier waiting on invoices. A company expanding into new premises. A seasonal business needing cash flow. You can be the person who connects them with the right funding, as a referrer or as a broker.

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