Broker Resources
Tools, templates, and guides organised by what you need to do — from first assessment through to settlement.
Resources
Assess a Deal
Fast tools to sanity-check a deal before you invest time or credibility.
Loan Calculator
Run quick scenarios across all products with indicative rates, fees, and funding breakdowns.
Scenario Snapshot
Pre-submission quick deal assessment to determine whether a transaction fits appetite before committing time or costs.
DownloadExecution Risk Scanner
Identify red flags and execution risks before committing to a deal structure.
Scan RisksStructure & Strategy
Understand risk, capital stacks, and how to structure deals defensively.
Case Studies
Real-world examples of how we structure and execute complex private credit deals across bridging, construction, and development finance.
View Case StudiesProduct Niche Sheet
Quick reference guide for each product showing best fit scenarios, what we love, watch-outs, and minimum info for a fast answer.
DownloadPrepare & Submit
Package clean submissions, mandates, and lender-ready comms.
Build a Deal Brief
Submit your scenario and build a complete deal brief for fast credit assessment.
Get StartedCreate a Funding Mandate
Generate a professional mandate to share with lenders or clients.
Application Form
Complete loan application form for borrower details, loan requirements, security information, and privacy consent.
DownloadEmail Template Generator
Generate broker-ready emails for submissions, DD requests, updates and declines.
Due Diligence & Execution
Reduce execution risk and move from approval to settlement faster.
Fresh & Stall'd Project Checklist
Complete due diligence checklist for new construction and partially completed (Stall'd) projects.
DownloadMid-Term Loans DD Checklist
Document-based due diligence checklist for private short and mid-term loans across residential, commercial, and land-backed transactions.
View ChecklistRFI Template
Request for financial information template to obtain facility details from existing mortgagees.
DownloadLearn & Reset
Build judgement and stay sharp — learn guides plus a quick break.
Learn Hub
8-step interactive learning journey covering credit management, execution risk, deal structuring, capital stacks, and more.
Start LearningBreak Time
Take a quick break with a classic arcade game. Compete on the leaderboard against other brokers.
Frequently Asked Questions
Common questions about deal submission, execution pathways, timelines, and outcomes.
Product-led execution is designed for clean, execution-ready transactions and follows a rules-based assessment process, with indicative outcomes typically provided within 24 hours.
Advisory-led execution applies to more complex or non-standard scenarios and involves manual credit assessment, structuring, funding strategy, and deal positioning. Indicative outcomes are typically provided within 3–5 business days, depending on complexity.
Need Deal-Specific Guidance?
Book a 10-minute call with our credit team to discuss your specific scenario and get tailored advice on deal structuring.
Book a Call