Introducer Partnerships

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For a way to boost your sales, allow customers to spread the cost of your products or service so they can get the package they really need right now

  • Offer finance on your products
  • Boost sales and conversion
  • Options to suit all business needs
  • Unrivalled Marketing support
1005 reviews 4.8 stars
 
  • Use our App to estimate repayments
  • Increase sales & conversion rate
  • Additional revenue from referral fees
A collaborative approach to business growth

What is an Introducer Partnership?

Our partners are Suppliers, Manufacturers or Service providers who introduce their customers to Portman for business finance, allowing them to spread the cost of their purchase or package.

Becoming an introducing partner means your customers will be able to spread the cost of buying from you. They can get the option they really want and buy straight away, increasing your conversion rates and order values. Through joint marketing we can also drive more business for you.

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The Portman Partner Process

How can I become a Partner?

Becoming a Partner is simple, contact us today to find out more and to join the growing Portman Network.

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1. Get In Touch

Use the quick form or call 01604 761276 and our team will guide you through the process.

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2. Qualification Assessment

We conduct due-diligence checks, including business history and fraud checks to ensure you are compliant, can refer the right sort of customers and we’re a good fit.

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3. Partnership Agreement

Following a successful assessment, we draw up a simple partnership agreement, covering commercial terms.

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4. Getting Started

We equip you with the resources to succeed. Including access to documents, marketing materials, and training on the Portman App. You can refer customers straight away.

Become a Partner
Give your customers the financial boost they need with Portman

Why become a Partner?

Boost sales & conversion ?
Finance tailored to your customers ?
We’re a trusted business ?
Unrivalled support available ?
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Boost sales & conversion

Help customers overcome barriers by offering finance options

When a customer wants to buy from you, for many business, having a finance partner makes it easier to close a sale. Through finance your customers can:

  • Spread the cost of an investment, making it easier to buy from you.
  • Upgrade to the model or package they really need.
  • Boost their own business by ordering the quantity they really need.
  • Capture opportunities today and maximise their own revenue potential.
  • Buy quickly potentially reducing your time from enquiry to purchase.
  • Protect their own working capital for contingency and emergencies.

This means higher conversion rates and increased order values for you. Plus, additional revenue from referral fees.

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Finance tailored to your customers

An array of finance options to suit any customer

As both a broker and a lender we have access to an array of funding options. Not only can we access specialist and exclusive funds at market leading rates, we can combine funding from multiple sources to fund elements of a whole project and create bespoke solutions for your customers, increasing the chance of acceptance, securing you more sales.

  • Asset finance (lease and HP)
  • Unsecured term loans
  • Short-term and flexible loans
  • Government-backed funding
  • Merchant cash advance
  • Bridging loans
  • Vehicle finance
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We’re a trusted business

We understand our service affects your reputation

We’re here to do things properly, having been working with SMEs since 2007.

  • We’re rated rated 4.8 ‘Excellent’ on both Trustpilot and Google. Take a look at our reviews.
  • We process over 32,000 finance applications each year.
  • We’ve secured over £1.2bn in funding for SMEs across the UK.
  • We pride ourselves on understanding a business’ goals and building a tailored package.
  • We have over 100 colleagues. Alongside our Accounts team, unlike most brokers we have compliance, legal and client relations teams to make sure you’re looked after properly
  • We’re NACFB, FIBA and FLA registered. Portman Financial Services are also authorised and regulated by the FCA. Unlike many brokers we do not act as an Approved Representative of another firm.

Your customers are in safe hands.

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Unrivalled support available

An array of tools to support your business

You’ll have a Business Development Manager to make sure your needs are being met and a dedicated Account Manager who will look after your customers. Alongside that we offer:

  • Our Partner App – Configured for you. Estimate monthly repayments for your customers.
  • Website copy, images, flyers, finance illustrations and graphics.
  • Flyers, pull-up banners, custom leaflets, emails and joint marketing campaigns for established partners
  • An online calculator integrated into your website, allowing customers to estimate repayments without leaving your site.

Explore the available partnership materials. 

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Partners, Introducers, Vendors & Supplier Finance FAQs

Can I offer finance to my customers?

Yes. If your customers might like to finance a purchase from you, whether that be for an expensive individual item or package of equipment, Portman can help. We can advise your customers how much finance might cost, which makes it easier for them to buy from you. As well as increased sales conversion, we may offer a referral fee for any finance taken out buy customers that reach Portman through a partner.

Do you offer referral fees?

We may offer referral fees to a supplier who uses Portman as their finance partner. The exact fee will be based on many things including the potential volume of enquiries and value of finance being provided.

Is supplier finance considered a loan?

Supplier finance is an efficient way for business owners to obtain short-term credit without having to take out a loan. Supply chain finance is not considered to be a loan as it is often quicker to arrange and requires fewer criteria for acceptance. 

What are the benefits of having a finance partner such as Portman?

If your business sells high value items, your customers may not always have enough free cash to buy outright or may prefer not tie up the cash they do have in an asset. Using finance allows businesses to get what they need now then pay back the finance as their asset generates revenue. Having Portman as your finance partner simply allows more customers to buy from you. In return, you may generate additional income by receiving a share of the finance amount. We can also provide marketing material to help you promote the partnership, as well as contact our customer database on your behalf to promote your business.

What are the benefits of having Portman as a finance partner?

If your business sells high value items, your customers may not always have enough free cash to buy outright or may prefer not tie up the cash they do have in an asset. Using finance allows businesses to get what they need now then pay back the finance as their asset generates revenue. Having Portman as your finance partner simply allows more customers to buy from you. In return, you may generate additional income by receiving a share of the finance amount. We can also provide marketing material to help you promote the partnership, as well as contact our customer database on your behalf to promote your business. We are also rated Excellent on Trustpilot, meaning your customers will experience excellent customer service.

What is the Portman App?

The Portman App is a user-friendly tool that helps our Partnering Businesses streamline the financing process for their customers. It allows you to estimate monthly payments, submit enquiries to Portman on your customer’s behalf, and track past enquiries and calculations.

Who should I contact regarding my Portman Finance Partnership?

Our existing Partners can reach out to their Dedicated Account Manager for any questions. You can find your account manager through the Portman App by navigating to the “Contact” section where you can see their contact details (including contact number, email address, and hours of operation).