Introducer Partnerships for Accountants
As a CoreFi introducer you earn a share of the lender commission on each funded referral, not a cut of the loan or our arrangement fee. It starts at 5%, rises to 8% after 10 funded referrals and 12% after 50, with a 15% ceiling. Figures shown are illustrative, based on an average gross commission of around £3,600, and are never guaranteed.
Your clients talk to you before they talk to a lender. That is the reality of an accountant relationship: you know the numbers, they trust you with the position, and when a funding question comes up it lands on your desk first.
We built CoreFi's introducer programme around that. You make the introduction. We take the application, lender matching, packaging and compliance from there. You earn a share of the lender commission on every deal that completes, and the client relationship stays entirely yours.
You never arrange anything, learn a lender panel or give finance advice.
- 1
Register as an introducer
Complete the short introducer sign-up. No fee, no minimum volume, no exclusivity requirement.
- 2
Refer a client who needs funding
When a limited-company client mentions a funding need, send us the introduction. We confirm receipt and take on the application, packaging and lender selection.
- 3
We arrange the finance, you stay informed
We match the deal across our lender panel, handle compliance and paperwork, and keep you updated. The client relationship stays yours throughout.
- 4
Earn a share of the lender commission
On each funded referral you earn a share of the commission the lender pays us, starting at 5% and rising with your count of funded deals to 12%, with a 15% ceiling. These figures are illustrative, based on an average gross commission of around £3,600, and are not guaranteed.
How you get paid
You earn a share of the commission the lender pays us, not a percentage of the loan, the deal value or our arrangement fee. Your share starts at 5%, rises to 8% once you have referred 10 funded deals, and reaches 12% after 50, with a 15% ceiling. It is tiered by the count of funded referrals, so it compounds as the relationship matures.
To give a sense of scale: across our completed deals the gross commission a lender pays us averages around £3,600. A 5% share of a deal at that level would be roughly £180; a 12% share roughly £432. These are illustrative examples only. Commission varies by lender and deal, some pay less, some more, some nothing at all, and no earning figure is guaranteed.
You already sit on the signals
Your clients register their business addresses with you, so you see who is growing, refinancing or acquiring long before any lender does. CoreFi tracks public finance signals across UK companies, including businesses registered at your office address, so we can help you spot which clients are likely to need funding this year. You stay the trusted adviser; we do the legwork behind the introduction.
You keep the client, we do the work
Application, packaging, lender matching, compliance checks and progress updates are all ours. We compare a panel of commercial lenders and place the deal where it fits. You are copied on the important moments and nothing is done in your name. When the deal completes, the client comes back to you for the next set of accounts, and back to us for the next facility.
What we arrange
Commercial mortgages, bridging and development finance, asset and equipment finance, invoice finance, unsecured and secured business loans, merchant cash advances and acquisition finance. The core of our work is arranging finance for limited companies, which in the UK does not require FCA authorisation. Where a client is a sole trader or partnership, or where a regulated product is involved, we route it appropriately and are clear about where the boundary sits.
Getting started
Sign up as an introducer, tell us about a client who needs funding, and we take it from there. No minimum volume, no exclusivity, no cost. Refer a single client to see how it works before deciding whether to send more.
Frequently asked questions
What exactly am I paid on?
A share of the commission the lender pays CoreFi on a completed deal. Not a percentage of the loan, the deal value or the arrangement fee we charge the client. Your share is 5% to start, 8% after 10 funded referrals and 12% after 50, capped at 15%.
How much could I realistically earn?
It depends on the deal and lender. As an illustration only, our completed deals carry an average gross lender commission of around £3,600, so a 5% share is roughly £180 and a 12% share roughly £432 on a deal of that size. Some deals pay nothing and no figure is guaranteed.
Do I need to be FCA authorised to refer clients?
Introducing limited companies for commercial finance does not require FCA authorisation. If a referral involves a sole trader, a partnership or a regulated product, different rules can apply; we identify those cases and handle them appropriately. Your own regulatory position remains your responsibility.
Does CoreFi give my clients regulated advice?
No. CoreFi arranges commercial finance for businesses. We do not provide regulated personal financial advice, and we do not represent that any personal-advice permission held by you extends to us.
Who owns the client relationship?
You do. We handle the finance application and keep you informed, but nothing is done in your name and the client continues to look to you as their accountant.
Is there any cost or commitment to join?
No. No joining fee, no minimum referrals, no exclusivity. Refer a single client to see how it works before deciding whether to send more.
Turn client conversations into recurring income
Join as a CoreFi introducer, refer the clients who need funding, and earn a share of the lender commission on every deal that completes. We do the work; you keep the relationship.
Become an introducer