Refer a client for a Finance Readiness Check.
Help your client prepare for a funding decision before an application begins.
Edgeview Finance works with established Queensland trade and service business owners — and with home loan and investment property decisions under the same Finance Readiness Check umbrella. We will contact the client, map the funding sequence, and keep you informed about the agreed next step, within the permission the client gives us.
Client information is only shared within the permission they give us.
A complimentary Finance Readiness Check. Not an application and no obligation.
A clear referral loop.
- 01
1. Referral received
You provide the client's contact details, business context, funding decision, and timing. We confirm that the referral has been received. - 02
2. Client contacted
Edgeview Finance contacts the client using the details and permission supplied with the referral. - 03
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 — not an approval, guarantee, credit recommendation, tax advice, or legal advice. - 04
4. Referrer updated
We confirm the agreed status and next step. We do not share the client's financial information without their permission.
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.
Refer your client.
Share the details below. We only ask for what we need to contact the client and understand the funding decision.
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.
Frequently asked questions.
- QWhat 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.
- QWhen 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.
- QWhat 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.
- QDoes 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.
- QCan 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.
- QHow 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.