For IFAs, DAs, ARs & professional introducers
Refer the case. Keep the client.
Quote it while they're sat with you, capture it by talking to your phone, and watch every step until your commission is paid. Charles Frank does the specialist work. Your client stays yours.
We asked advisers what slowed them down: no live quotes, waiting on DIPs, re-keying into lender systems, silence after the handover.
Then we put it right.
A clearer record for every case
A clear record of every case.
The platform records key stages of a case, from the initial referral and consent through to document collection and assessment. The aim is to make case information easier to follow, reduce repeated data entry and help firms keep an accurate record of activity.
Client consent and a full audit trail, built in
Each step of a case is recorded as it happens, from submission and consent to documents and assessment.
Every debt, captured once
Each client's debts are captured individually and worked into the application. Affordability inputs and decisions are recorded on the case file.
Less duplicate data entry
Direct API connections to our lenders mean quotes, DIPs and submissions go straight through.
The platform supports your processes; it does not replace your firm's own regulatory responsibilities.
SAMPLE-0001 · Sample client · £60,000
- Case submitted by introducer · voice note
- Application fields confirmed
- Client consent captured
- Debt schedule recorded · 3 debts
- Documents uploaded by client
- Specialist assessment complete
What you get as a Charles Frank introducer
Everything a case needs, in one portal.
01
Live quotes and DIPs from our lender panel
Run an indicative quote across the lender panel with no client name or personal data, so you can see pricing before you register.
02
Applications drafted from a voice note or photo
Dictate a case, photograph your notes or upload a document, and the application fills itself in, debts and all. Anything missing turns red.
03
Every case tracked through to completion
Pricing and case progress update as they happen. No “we’ll get back to you.”
04
A client portal with your introduction on it
Your client gets a secure portal for progress and documents, and it carries your introduction.
05
Commission you can see, through to paid
Every case stays visible in your portal until it's paid, within 48 working hours of completion.
06
Renewal alerts timed to each client's lender
Lenders contact borrowers about renewal at different times. You get an alert timed to that lender's window, with the products your client could be eligible for, so you can speak to them first.
Second charge for introducers
Quoted before you refer.
Quote the case with no client details, capture it by photo, document or voice, and a Charles Frank specialist runs it from there.
01
Quote it
Run an indicative quote across our lender panel. No client details needed.
02
Capture it
Photograph your notes, upload a document or record a voice note. The application fills itself in, debts and all, and flags what's missing.
03
Track it
A Charles Frank specialist advises and runs the case. You see every step in your portal through to commission paid.
Same day
acknowledgement
4 hours
to assessment
48 working hours
to commission after completion
Protected
your client relationship
Your client relationship, protected. Our promises, kept by the technology.
Be among the first introducers to work this way.
Register for portal access, or talk it through with Samantha Turner first. For FCA‑authorised firms and professional introducers. We verify your FRN as part of registration.
Samantha Turner, Relationship Director · 029 2167 0142
This page is intended for FCA‑authorised intermediaries and professional introducers, not retail clients. Links open Charles Frank Finance’s website.