“FundsConnect has taken the complexity out of referring clients for finance. The process is clear, organised and easy to follow, giving our team more confidence when introducing clients and less time spent managing the administration that comes with finance referrals.”
FundsConnect is now live!
Read the announcement
for introducers
Give clients more funding solutions
Extend the value you provide to business clients with access to alternative funding solutions, without needing to become a finance specialist or manage the transaction yourself.
What introducers get with FundsConnect
Expand Your Client Offering
Give business clients another avenue when traditional funding doesn't fit, helping you support more of their financing needs through one platform.
Stay Close to the Relationship
Make the introduction and remain connected throughout the funding process, while FundsConnect manages the transaction from application through to settlement.
Monetise Your Network
Put your existing client relationships to work and earn a fee when a referred transaction successfully settles.
Real users. Real results.
Troy Doudle
Founder & Senior Partner, CBAS
"Small business clients often struggle to access finance through traditional channels. FundsConnect opens the door to private credit solutions we simply couldn't navigate efficiently on our own."
Brett Hansen
CEO/Director, Hansens
"FundsConnect makes it easy for us to connect our business clients with private credit solutions, without the hassle of navigating multiple lenders. It’s a simple and valuable solution for our accounting firm."
Mitch Schoers
CEO and Founder, AMS Accountants
Introducer FAQs
What is FundsConnect for introducers?
FundsConnect is a private credit platform that enables introducers to refer corporate and trustee borrowers and earn referral fees on settlement — with no hands-on deal management required.
Do I need a brokering or lending accreditation?
No. Introducers can refer deals without holding broker or lending accreditations. FundsConnect operates exclusively in private credit for corporate and trustee borrowers, which typically falls outside the scope of consumer credit regulation under the National Consumer Credit Protection Act.
Do I need to manage the deal?
No. Once you make the referral, FundsConnect handles the application, structuring, lender process and ongoing deal management — including documents and lender requests.
What type of deals can I refer?
The platform supports property-backed and commercial facilities, including property finance, construction finance, pre-development finance and SME finance.
How are referral fees managed?
Referral fees are linked to settled deals and are subject to the arrangement outlined in your introducer agreement.
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 refer your next private credit deal?
