DeplexiFI. Insights  ·  Partners Refer a client →

Send us the funding.Keep the client.

Accountants, bookkeepers, brokers and software platforms send their clients to Deplexifi when those clients need money. The case is prepared by a chartered accountant, the lender pays the fee — and the relationship goes straight back to you.

Refer a client How it works

We arrange commercial finance and nothing else. We do not sell accounting, bookkeeping, tax or advisory work to a client you introduce. That is the whole basis of the arrangement, and it is why professional firms are comfortable using us.

Accountants & bookkeepers Finance & mortgage brokers Lenders & funders Software & fintech platforms Equipment dealers
Working with

FundTap — single-invoice finance in New Zealand. Pick one invoice, draw against it, and the funder stays out of your collections. We have written up what their pricing actually costs in what invoice finance costs.

We also place business through a panel of bank and non-bank lenders across the United Kingdom, Australia and New Zealand. We name a lender to a client when it is relevant to their case — we do not publish the panel. A partner appears here only when they have asked to be listed.

01 — How a referral works

Four steps, and none of them are yours.

01

You send us a name

An email with the client, roughly how much, and what it is for. Nothing formal, no portal to learn, no minimum volume.

02

We take it from there

We contact the client within one business day, gather the documents, and build the lending case ourselves. You are not doing the chasing and you are not answering the lender's questions.

03

You see what we see

You get told where the case is, what the offers look like, and what each lender is paying us — the same disclosure the client gets, in writing.

04

The client stays yours

Funding completes, the lender pays our commission, and the relationship goes back to you. We do not cross-sell into your client base.

02 — Who this suits

The firms whose clients keep asking about money.

01

Accountants and bookkeepers

You already know which of your clients has a cash gap, an overdrawn current account or a tax bill they cannot clear. You can see it in the ledger. What you usually do not have is a lender panel or the time to run an application. That is the part we do — and we read the accounts the way you wrote them.

02

Brokers with a case outside their lane

Residential brokers get asked for business funding. Asset brokers get asked for working capital. Rather than declining it or handing it to a competitor, send it here and take the introduction.

03

Lenders and funders

We bring prepared cases, not raw enquiries: documents gathered, serviceability worked, and the client told honestly what is achievable before they ever reach your credit team. If your criteria fit a case we are holding, we would rather send it to you than force it elsewhere.

04

Platforms, dealers and software

If your customers buy equipment, invoice on terms, or run their books through you, funding is a question they are already asking inside your product. We can sit behind it without putting our name in front of yours.

03 — The terms, plainly

No contract to sign.
No client to lose.

Your client pays nothing

The lender pays our commission on completion. It is confirmed to the client in writing before they commit, and we give the basis and the amount on request. Nothing is charged to you either.

Business lending only

We arrange commercial finance and nothing else. No consumer credit. In the United Kingdom, unregulated business lending for limited companies and LLPs only — we are not authorised or regulated by the FCA, and we decline anything that needs to be.

Introduce as much or as little as you like

There is no volume commitment and no exclusivity. Send one case a year or one a week. If a case is not fundable we will tell you that plainly rather than take the client on a tour of the market.

04 — Questions we get asked

The four that come up every time.

Does my client pay Deplexifi anything?

No. The lender pays the commission when the funding completes. That is confirmed to the client in writing before they commit, and the basis and the amount are given on request.

Do I lose the client if I refer them?

No. Deplexifi arranges the finance and hands the relationship back. We do not sell accounting, bookkeeping or advisory services to a referred client — that is the point of the arrangement, not a courtesy.

What do you need to look at a case?

Typically six months of business bank statements and the latest set of accounts. For many facilities that is all a lender needs in order to decide. If we need more, we ask the client, not you.

How quickly does my client hear back?

Within one business day, and usually the same day. If the answer is no, they get that quickly too, with the reason.

Start here

Send one case and see how it is handled.

Email the client name, roughly how much and what it is for. We will come back to you — and to them — within one business day. If you would rather see the standard of work first, the Insights library is written from primary sources with every figure traceable.

Email a referral

Read the insights