Place smarter, settle faster
Reduce manual work, improve submission quality, and move more transactions forward with a smarter, more connected platform.
What brokers get with FundsConnect
Build, structure and submit transactions through one streamlined workflow, eliminating scattered tools and unnecessary rework.
Expand your lender reach beyond your existing panel and uncover funding options you may not have access to through your current network.
Get support from an experienced credit team to refine applications, strengthen deal presentation and give each transaction the best chance of success.
Broker FAQs
What is FundsConnect for brokers?
FundsConnect is a private credit platform that enables brokers to identify suitable lenders, structure deals and place them for corporate and trustee borrowers — all from one platform, through to settlement.
Is FundsConnect free for brokers?
Yes. FundsConnect is completely free for brokers to use. There are no subscription fees, no platform fees and no hidden costs. FundsConnect receives a share of the brokerage fee when a deal settles.
How does lender comparison work?
FundsConnect assesses your client's scenario against lender criteria across the panel, helping you identify the best fit quickly and present it to your client with confidence. You choose the lender; the packaged opportunity is verified by our in-house credit team before being onforwarded to your selected lender — never to the whole panel.
Do I need individual lender accreditations?
No. After your accreditation process is complete, FundsConnect gives you access to the lender panel without individual accreditations, waiting periods or administrative barriers.
Does FundsConnect help improve my submission?
Yes. Our in-house credit team can review opportunities before submission, identify gaps and enhance the application where appropriate, so the lender receives a complete, decision-ready deal.
Can I track my deals?
Yes. Every deal you submit is tracked in real time through a single dashboard, giving you full visibility over application progress, lender updates and settlement milestones.
Can I refer a deal without managing it myself?
Yes. Our introducer model is designed for exactly that. Refer your client, track their progress through the platform, and receive a referral fee on settlement — with no deal management required.
Is client data secure?
Yes. FundsConnect is built on secure infrastructure with strict access controls, ensuring client and deal data is protected at every stage.
Ready to build your next private credit deal?
