Partnership Support & FAQs

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Support for Partners, Introducers, Accountants, Dealers, or Suppliers, and how to get in touch with Portman.
SUPPORT FOR OUR PARTNERS, INTRODUCERS, VENDORS, OR SUPPLIERS, & HOW TO GET IN TOUCH

Who should I contact?

Jump to our FAQs

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Key contacts

Need to discuss a customer enquiry?

Contact your Account Manager. The Portman App “Contact” section has their details (number, email, hours). Or call 01604 762176.

To talk about your commercials

Call your Business Development Manager on 01604 761276

To request marketing material

Take a look at the options on our Resources page and fill in the quick form.

To become a Portman Partner

Call our Business Development Team on 01604 761276, or take a look at our Sign-up page.

Not sure who to talk to? Fill in our quick contact form

Help Portman to improve the Partner Network by sharing your feedback

Do you have Feedback?

Want to share your thoughts on how Portman is doing?
We’re committed to continuously improving our service to Partners. This form allows you to get your comments straight to the people who can make a difference.

Support for our Partners

Our Partners Have Asked:

We encourage you to explore our Partner FAQs for general information, below. For anything more specific, connect with your dedicated account manager.

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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.

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Portman App FAQs

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.

Is the Portman App free to use?

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

Download the Portman App on your preferred device:

Download via Apple App Store Get it from Google Play View online by Web Browser Access

Who can use the Portman App?

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

How do I sign up for the Portman App?

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.

Can I access my Portman App account from different devices?

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.

Can I make an enquiry from a previous calculation? How does this work?

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.

Can I see past enquiries and calculations I’ve made in the Portman App?

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.

Can I send quotes directly to my customers through the Portman App?

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!

Can other people from my company use my Portman App account?

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.

How do I estimate my customer’s monthly payments?

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.

How do I submit an enquiry for my customer using the App?

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

I forgot my Portman App password, what should I do?

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.

Who do I contact if I have any questions about 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.

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Glossary Terms

Introducer Finance (Vendor Finance)

Financial solutions, most often leasing, offered by vendors to their customers that is not manufacturer (captive) finance. The vendor introduces the customer to either a broker or funder. Around a quarter of total new asset finance business in the UK market is sold through the vendor channel.

Know your customer (KYC)

A mandatory process of identifying and verifying the identity of a customer before entering into any finance agreement. This helps prevent finance from being used to facilitate crime and terrorism. Lessors, brokers and introducers will check they are dealing with a genuine business before approving finance. More information on KYC requirements and other anti-money laundering legislation can be found on the Government website.

Partnership

A Partner is a supplier, vendor or service provider who introduces their customers to Portman for business finance.
Previously, we used various terms like introducers, vendors, suppliers, and service providers to describe our valued business relationships. While these terms are accurate, we believe Partner more accurately reflects the collaborative and mutually beneficial nature of our association.
Moving forward, the Portman Partnership scheme will be the official term used to describe our network of businesses. This unified term reinforces our commitment to a collaborative approach, fostering growth for both your business and Portman. Within our content and documents, any reference to “Partner” refers specifically to the Portman Partnership scheme. Should you encounter any of the previously used terms, such as “Introducer” or “Vendor,” rest assured that they fall under the umbrella of the Portman Partner Network.

Supplier

Any type of business whose main function is to sell equipment, including resellers and dealers. They can sometimes offer vendor finance to their customers, which can be arranged by manufacturer or distributor schemes, or organised through a broker or with a lessor directly. Other terms include vendor or vendor partner. Portman can offer vendor finance for providers of equipment & services.

Vendor Finance (Introducer Finance)

Financial solutions, most often leasing, offered by vendors to their customers that is not manufacturer (captive) finance. The vendor introduces the customer to either a broker or funder. Around a quarter of total new asset finance business in the UK market is sold through the vendor channel.

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