Introduce finance clients to FPUK with a clear, professional process
This page is for brokers and introducers who want to send stronger enquiries into Finance Professionals UK. Register as an introducer, complete the free course, carry out a fact find with the client, then send them to the most suitable application form.
Better quality submissions
The better the information gathered at the start, the easier it is to assess the case, identify the correct funding route and reduce avoidable delays.
Follow the right order
Register first, understand the basics, complete a fact find properly, then send the client into the correct application route.
Cleaner handovers
A cleaner handover means fewer gaps, less confusion and a more professional journey for both you and the client from the start.
Register to work with FPUK
If you want to introduce finance clients to Finance Professionals UK, start by completing the introducer registration form. This sets the relationship up properly and gives you a clear starting point before you begin sending opportunities through.
Why register first
The best order for introducing clients
This is the cleanest and most effective way to create stronger opportunities and a better journey into FPUK.
Register as an introducer
Start by registering properly before you send clients through.
Register NowComplete the free course
Get a stronger understanding of commercial finance and the main product routes before referring cases.
Access Free CourseComplete a fact find first
Before the client applies, carry out a fact find to understand purpose, amount, urgency and likely funding route.
Send the correct application form
Once the route is clear, direct the client to the most suitable application form.
Why complete the course?
Introducers often identify an opportunity before the client fully understands what type of finance they need. The free course helps you understand the basics of commercial finance and the differences between the main funding routes.
Even a basic understanding helps you ask better questions, complete stronger fact finds and direct clients more accurately.
What the course helps with
Use a fact find before the client completes an application
A fact find helps gather the right information first, which makes it easier to identify the most suitable funding route before the client submits a full application.
What a fact find helps uncover
Best practice for introducers
Once the fact find is complete, send the client to the right application form
After the fact find has clarified the route, direct the client to the most relevant application form below.
Recommended order
Register as an introducer, complete the free course, carry out the fact find with the client, then send them to the correct application form. That gives you the cleanest and most effective route for introducing deals into FPUK.