Help your clients grow.
When a client is ready to grow, send them to PHB. One application, the lenders that fit, and you stay in the loop.
Be the advisor with the answer.
One place to send them
Equipment, working capital or a business loan: one link covers it.
Your relationship, protected
We work on the financing and never cross-sell your services.
Beyond financing
Clients preparing for investors can use PHB Advisory too.
How it works.
- 1
Introduce your client
Share your referral link, or send us their details with permission.
- 2
We take it from there
Your client applies once; PHB matches the lenders and brings back offers.
- 3
Stay informed
With your client's consent, see where their file stands at every step.
What you get on the PHB platform.
Your referral link
Share it in an email, a meeting or your newsletter.
Updates you can see
With your client's consent, follow each file from received to funded.
A PHB contact
One person who knows your clients and picks up the phone.
Nothing to manage
No paperwork for you: PHB handles the application and the lenders.
Who it's for.
Built for partners who:
- Advise business ownersAccountants, bookkeepers, consultants, lawyers and commercial realtors.
- Hear about growth plans firstEquipment, cash flow, expansion.
- Want a partner you can trustOne that respects your client relationship.
Become a referral partner.
Tell us about your practice and we'll set up your referral link.
Partnership terms, including compensation, are set out in a written partner agreement.
FAQ
Do I need a licence to refer clients?
No. You introduce your client; PHB handles the financing conversation.
Is there a cost?
No. There's no fee to become a referral partner.
Is there a referral fee?
Any compensation is set out in your partner agreement, where your profession's rules allow.
What happens to my client's information?
It's used only to help your client with financing, and shared with lenders only with their consent.
Grow with the PHB platform.
Talk to the partnerships team about bringing PHB to the businesses you serve.
