Introducers

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Introducers

If you have clients that need personal or business finance then we can offer our services to work with you in order to help them. There are two main advantages to working with Choice Loans:


One Stop shop: Through our established relationships with lenders and specialist brokers, we can offer a wide range of loan options for both for personal and business clients. If your client isn't sure which is the best option, we can advise them across multiple options


Online systems: Every Introducer has an online account with us where they can not only submit new deals but can also track existing ones. This means you can get up to the minute information on your client's case whenever you need it. We also offer iframes for your website if you'd like to have our application forms on it (all feeding into your account, of course) and we can offer email tracking codes too if you do email marketing. It's all set up to make the process of helping your clients get finance as easy as possible.


And, of course, you will also have access to our experienced staff on the phone and on email to help you with your clients' fund-raising needs.


To become an introducer we have some simple requirements as outlined below. In order to begin the process please complete the short enquiry form opposite and we will be in touch.

Ready to become an Introducer?

Fill in the short form below and one of our account managers will be in touch.

What do you need to become an Introducers

Becoming an Introducer with Choice Loans is easy. We require the following from you.

FCA registration - ONLY REQUIRED IF you wish to submit CCA regulated business

For any transactions regulated by the CCA we do require you to be registered with the FCA. Broadly speaking this means any personal finance agreement but also includes business finance for sole traders or partnerships. If all you do is business finance then you are not required to be FCA registered.

Data Protection Registration

If you are collecting, storing and passing the personal details of your clients then we do require that you have a Data Protection license. This can also be done online here https://ico.org.uk/for-organisations/register/ and currently costs £35 unless your organisation turns over more than £25.9m in a year and has in excess of 249 employees in which case the license is £500 (correct as of April 2017).


Completed Introducer Application Form

We also ask that you complete our short application form just so we have all your correct contact and business information

To learn more or to apply for a please either fill in the call back form at the top of this page or call us on 01494 410 125 and we're happy to discuss how we can help you.