Active referrals
5
Currently in progress
+1 this month
Partner overview
Good afternoon, Demo
Here's what needs your attention across your referrals, client actions and partner fees.
Referral Partner15% partner fee rate
Actions required
2
Needs partner or client action
Completed cases
3
Finance completed to date
Partner fees
£1,450
Estimated until confirmed
Confirmed
£725
Paid this year
£2,150
Needs attention
Cases where a client, partner or Tera action may be overdue.
- Action required
Example Logistics Ltd
Client has not opened the secure referral link yet.
Referral pipeline
Where your introduced clients sit today.
Introduced
1
In progress
2
Submitted
1
Offer
1
Completed
1
Recent referrals
| Client | Product | Amount | Status | Next action |
|---|---|---|---|---|
| Vehicle finance | £80,000 | Action required | Client has not opened the secure referral link yet. | |
| Asset finance | £120,000 | Submitted | Case submitted for funding consideration. | |
| Invoice finance | £250,000 | Offer received | Client decision required on indicative offer. | |
| Business loan | £150,000 | Completed | Finance completed. Partner fee confirmed. |
- Example Logistics LtdAction required
Vehicle finance · £80,000
- Greenfield Catering LtdSubmitted
Asset finance · £120,000
- Northside Recruitment LtdOffer received
Invoice finance · £250,000
- Brightview Construction LtdCompleted
Business loan · £150,000
Commission overview
Estimated until Tera receives cleared commission.
- Estimated
- £1,450
- Confirmed
- £725
- Paid this year
- £2,150
- Next expected payment
- Jul 2026 (estimated)
Your referral link
Share your unique introduction link
Send this to clients who already know they want to speak with Tera about finance options.
https://partners.terabusinessfinance.test/r/example-accountancy
Ask Tera
Not sure whether a client is ready?
Guidance only — not a credit decision or guarantee of finance.
Recent activity
Referral submitted
Example Logistics Ltd was introduced to Tera.
Client invited
Greenfield Catering Ltd received a secure introduction link.
Documents received
Bank statements uploaded for Northside Recruitment Ltd.
Offer received
Northside Recruitment Ltd received an indicative offer for review.
Finance completed
Brightview Construction Ltd completed funding.