1. Referral received
You provide the client's contact details, business context, funding decision, and timing. We confirm that the referral has been received.
For accountants & advisers
Refer a client for a Finance Readiness Check.
Good advice deserves a clear funding pathway. We map the funding sequence with your client and keep you across the agreed next steps.
Refer a client for a Finance Readiness CheckHow a referral works
A clear referral loop.
2. Client contacted
Edgeview Finance contacts the client using the details and permission supplied with the referral.
3. Roadmap prepared
During the Finance Readiness Check, Edgeview Finance maps the likely funding sequence, preparation work, and lender profile. This is a broker-scope planning and readiness discussion.
4. Referrer updated
We confirm the agreed status and next step. We do not share the client's financial information without their permission.
Planning signals
When a referral is useful.
- A planned equipment or vehicle purchase.
- Cash-flow pressure before new work or growth.
- A commercial premises purchase.
- A business acquisition.
- A refinance or existing debt review.
- A home purchase, refinance, or investment property decision.
- A funding decision that is six to twelve months away.
- A client who is not yet ready to submit an application.
- A client whose financial position is complex or has changed and who wants clarity before approaching a lender.
- A client who is unsure which finance path fits.
Referral received.
Thank you. We have recorded the referral and will use the supplied details to contact the client. A copy of this referral receipt has been sent to your email address.
Questions? Call 07 5241 1370 or email financeteam@edgeviewfinance.com.au.
Questions
Before you refer.
What happens after I submit a referral?
We record the referral, send you a receipt email, and use the supplied details to contact the client about a Finance Readiness Check. After the Check, we confirm the agreed status and next step with you within the client's permission.
When will you contact the client?
We aim to contact the client promptly using the details you provided. We do not publish a guaranteed contact timeframe on this page. If you need the matter prioritised, call 07 5241 1370.
What information will you share with me?
We confirm referral receipt, that contact has been attempted or made, and the agreed next step. We do not share the client's financial information without their permission.
Does the referral commit the client to proceed?
No. A referral is an introduction to a complimentary Finance Readiness Check. It is not a credit application and creates no obligation to proceed with finance.
Can I refer a client before they are ready to apply?
Yes. Early planning referrals are useful — including decisions six to twelve months away, or clients who need clarity before they approach a lender.
How is the client's information protected?
Edgeview Finance handles personal information under its Privacy Policy. Client details submitted on this form are used to manage the referral and contact the client about the Finance Readiness Check.