The Portman Introducer 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.

The Portman App is designed for individuals who work with businesses seeking financing solutions, exclusive to our Partners.

Yes, the Portman App is completely free to download and use.

Download the Portman App on your preferred device:

For security reasons, each Portman App account is for a single user.
However, as a Partnering Business, if you have colleagues who would benefit from using the app, there’s an easy solution! Simply contact your Portman Sales Account Manager. They can quickly set up individual accounts for your team members, free of charge. These accounts will be accessible on any device, allowing everyone to streamline the financing process for your customers.

Absolutely! Your Portman App account is accessible across various devices for your convenience. This means you can use the app on your smartphone, tablet, or even a web browser, whether you have the Apple, Google Play, or web view version. This flexibility allows you to seamlessly switch between devices depending on your needs.

You cannot directly sign up for the Portman App. The Portman is for our Partners and will need to be invited by a Portman Sales Manager who will provide you with a login email address.

If you remember the email address associated with your Portman account, simply select ‘Forgot Password’ on the login screen. Follow the instructions to reset your password and regain access to the app.

Can’t remember your email address?

If you’ve forgotten the email address linked to your Portman account, reach out to your dedicated Sales or Account Manager. They can assist you in resetting your password and getting you back on track.

From the Portman Dashboard, use the Finance Calculator. Enter your customer’s borrowing amount, loan term, and deposit amount. Click “Calculate” to see an estimated monthly payment plan.

Once you have a financing estimate, you can click “Enquire Now” to connect your customer with Portman for personalised assistance. We’ll handle the rest and contact the customer, based of their financial estimate needs

Yes. The Enquiry History section of the app allows you to view all your past enquiries and calculations.  You can filter and search by company name or date, and expand entries for more details.

When you select a previous calculation, you can choose to initiate a new enquiry based on that information. This saves time by pre-populating some of the enquiry form with details from the existing calculation. Go to Enquiry History > Select your Calculation > Enquire Now. You’ll simply need to fill out the customer contact details and Portman will be in touch.

Not yet, but the functionality is on the way! The Portman App is currently under development to allow you to download a PDF copy of your calculations and enquiries. This will make it easier for you to share this information with your customers as quotes.

In the meantime, here’s a workaround:

• Access your enquiry history through the app.
• Locate the relevant calculation or enquiry for your customer.
• Use your device’s built-in screenshot function to capture the screen.

We understand this isn’t ideal, and we appreciate your patience as we continue to improve the Portman App!

If you have any questions about the Portman App that are not answered in these FAQs, you can reach out to your dedicated Portman Sales Manager for further assistance. You can find this in the App if you have access by selecting the ‘Contact Portman’ option from the Dashboard.

If you are not a Portman Partner, find out how you can join us on our Partners Sign-up page or Contact us for any other query.

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.

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.

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.

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. 

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.