fleximize - broker/intoducer pack
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Effective as of 1st November 2015
INTRODUCER PACK
Revolutionary Business Finance
Our enhanced introducer scheme means you can benefit from up to 8% commission on loans placed with us. The chart below shows how it works; your commission will increase with each deal you place with us, starting at 5% and going up to 8%.
The model refreshes every month, with commission based on the number of loans successfully funded through Fleximize.
What’s more you’ll receive a 1% fee paid out on all loan top-ups for a 12-month period.
SCHEME OVERVIEWHow it works.
Your Fleximize account manager will work with you to agree on a commission that works for you.
Fleximize Introducer Scheme | Getting Started
COMMISSION % PER NUMBER OF LOANS FUNDED
5%
6%
7%
8%
1 2 3/4 5
SCHEME OVERVIEW
1 2 3/4 5
A GUIDE TO INTRODUCING
To create your account click here and start introducing straightaway
Qualify your leadSee our ‘qualification sheet’ for criteria details
If desirable, send quote to client Your Fleximize account manager will be more than happy to
supply an accurate quote based on your client’s requirements
Provide supporting documentationIf initial checks pass, you will need to provide supporting documentation
See ‘qualification sheet’ for details
We run initial checks You’ll be notified of the outcome swiftly via email
Submit application Via the online portal or we’ll submit it for you
- simply email [email protected]
Loan approvalIf the loan is approved, we’ll run AML checks and send client
agreements for signing
Funds deposited and commission paidFunds are sent to client’s account on receipt of agreements
and commission is paid to you
Create an account
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the Fleximize way.
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Fleximize Introducer Scheme | Getting Started
QUALIFICATION SHEETA snapshot guide to lending criteria for our Business Loans.
BASE CRITERIAAll applicants must meet our base criteria: Loan term of 1-24 months Maximum desired loan amount of £150,000 Minimum 6 months’ trading history Loan amount is no greater than 1-1.5x monthly revenue
Once initial checks are passed, we’ll require supporting documents to make a final offer. Please ensure you supply all of the requested documents, since we’ll only start processing the application with all these items: Purpose of loan Management accounts* Timescale in which funds are required Last 12 months’ sales figures by month* Last 3 months’ business bank statements* Last VAT return (if VAT registered)* *In some circumstances this documentation may not be required
REQUIRED DOCUMENTATION
To ensure we minimize wasted referrals and improve your conversions with us, please don’t send any application that has ANY 2 of the following:
Unsatisfied CCJs Current defaults Late payments in last 3 months Late payments on mortgage(s) 2 or more bounced cheques or bounced direct debits Affordability, desired loan amount is more than 1 X average last 3 months revenue (2 X for high margin companies)
HELP US SAY “YES”
Fleximize Introducer Scheme | Enhanced Commissions
Fleximize Introducer Scheme | Enhanced Commissions
£250 EXTRA IN YOUR POCKET. PER DEAL. NO THRESHOLD, NO LIMIT ON DEALS.
Send us our perfect customer and we’ll pay out an additional £250 deal bonus on top of the agreed
commission. It’s simple and achievable. It’s an unlimited offer and available for as long as you partner with us.
PERFECT CUSTOMER BONUSEnhance your commission on every deal.
X
X
X
X
X
Minimum of 1 director with homeowner equity greater than loan amount
Loan size: £15k +
Loan term: 6–12 months
Loan amount: less than 1 month’s revenue
Company has no debenture if trading for less than 12 months
MATCH OUR PERFECT CUSTOMER CRITERIA
WE ARE FLEXIMIZEIt’s small business lending, but not as you know it.
About Fleximize
Fleximize is a UK-based business lender with a difference. We launched in January 2014 with a handful of staff, a bold, new idea and a mission to revolutionize the world of business funding. We had a simple objective: to provide a suite of truly flexible funding options, tailored to businesses’ unique needs, and to listen to the business owner - to make sure the funding works for them.
Hours of businessMonday to Friday: 8.30am to 5.00pm
Pop in and see usFleximize HQ is in Ipswich, we’d love to see you for a coffee and
chat, so feel free to pop by.
020 7100 0110Whether you’re looking to borrow, introduce or invest, let’s talk!
fleximize.comOur website holds an abundance of great information and advice -
take a look, it’s where the magic happens.
[email protected] we’re not in the office, then send an email and we’ll be in touch as
soon as possible.
About Fleximize
OUR FUNDING SOLUTIONSFlexible, tailored borrowing.
The Flexipay CardA smaller credit facility in card form
Hit the ground running with a credit limit of £500-£5,000, which can be
available in hours. Perfect for startups and established companies for any
business purpose.
Flexible Business LoanWith ultra flexible repayment options
Borrow from £1,000-£150,000 in as little as 48 hours and enjoy flexible
funding at its finest. Choose from our Revenue Advance or Flexiloan and
receive 1-to-1 support.
Alterium Business LoanHigh value business lending
Premium funding packages from £150,000-£1,000,000+ for established
businesses. Receive dedicated support and consultation from our senior
management team
Further information on our funding options can be found at fleximize.com/services
Highlights — Available to LLPs and Ltd companies. — No trading history required. — Borrow £500-£5,000. — Pay interest only on the amount of the limit you use.
— Approval takes just hours.
Highlights— Available to LLPs and Ltd Companies.— Minimum of 6 months’ trading history.— Lending limit is 1-1.5x monthly revenue.— Borrow £1,000-£150,000.— Choose from 2 repayment models.— Flexible features built in, such as top-ups and repayment holidays.
Highlights— Available to LLPs and Ltd Companies with high turnover.— Borrow £150,000-£1,000,000+.— Highly bespoke funding package.— VIP access to Fleximize’s exclusive network of partners.
WE ARE FLEXIMIZE
About Fleximize
THE KNOWLEDGE HUBBusiness advice and articles for small business owners
As pioneers at the centre of the alternative finance industry, we know what’s what when it comes to small business. So, we’ve developed The Knowledge Hub, the one-stop-shop for information and advice on running a small business. We’ve cherry-picked topics that affect all SMEs – from law, finance, tax and employment, to creative strategy and marketing. Bookmark your favourite Knowledge Hub articles, and visit regularly – we’re always adding useful content.
If you know how to solve a common problem experienced by your clients, or you’d like to share industry advice, we’d like to hear from you. Contact the dedicated online team at [email protected] and we’ll discuss how you could contribute to The Knowledge Hub.
Explore The Knowledge Hub.
OUR CUSTOMERSWe believe in really getting to know our customers.
About Fleximize
We take great pride in empowering small businesses to accelerate their growth by providing financial support and impartial business advice. Like the banks of old, we believe in really getting to know our customers. We love to hear about how our support has catapulted their businesses to the next level.
Thousands of happy customers have used Fleximize to fund their businesses. Visit the case study section on our website to see our latest customer success stories.
“I would strongly recommend Fleximize to any other business. Decisions are made within days, which means we continue to run the business how we want to run it, without worrying about the financing aspect.”
— Kirit Kumar —Owner of Cuthberts Toys
Watch our Case Studies.
— Shelley Dickinson —Owner of Shelley’s Pie & Mash Shop
“Working with people like Fleximize has allowed me to take my business in the right direction.”
THE KNOWLEDGE HUB