Debt advisory and brokerage
Commercial finance brokers, debt advisors and packagers.
Where it breaks
A small sample of the problems we hear most often in debt advisory and brokerage. Not a complete list, and not all of them will be yours.
- 01
Deals get placed on relationships rather than best terms
Lender criteria changes weekly across a panel of 100-plus, and the current picture lives in people's heads and an out-of-date spreadsheet.
- 02
One deal, five lenders, five packs
The same client information gets re-typed into a different format for every lender submission.
- 03
Progression is chasing
Chasing the lender, chasing the valuer, chasing the solicitor, updating the client on all of it.
- 04
Nobody is watching the back book
The back book is worth more than the pipeline. Clients refinance elsewhere because no one called three months before their loan matured.
What we'd build
A small sample of the kind of thing we build. What we'd actually scope depends on which of the problems above is costing you most.
A placement engine built on your panel
Your criteria notes and your placement history, not a generic sourcing database, that matches the deal to the right lenders and produces each one's submission pack from a single set of inputs.
More lenders approached per deal, better terms placed, and hours off every submission pack.
A progression agent
Chases every party on every live case and keeps the client updated without a broker touching it.
Faster completions, broker hours back off chasing, and a client who stops asking where it has got to.
Back-book monitoring
Flags every approaching maturity and drafts the outreach, so the refinance conversation happens with you and not a competitor.
More of the back book refinanced with you instead of with whoever called first.
Recognise any of these?
Thirty minutes with a founder. Walk us through the problems your team lives with and we'll talk about whether any of it has to stay that way.