Clients

Your referrals

View every client you have introduced and track their progress.

Total referrals

Active

Action required

Completed

Client	Purpose	Amount	Status	Referred	Fee
EX Example Logistics Ltd Vehicle finance	Fleet expansion	£80,000	Action required	12 Jun 2026	£120
GR Greenfield Catering Ltd Asset finance	Commercial kitchen equipment	£120,000	Submitted	8 Jun 2026	£180
NO Northside Recruitment Ltd Invoice finance	Contractor payroll support	£250,000	Offer received	1 Jun 2026	£375
BR Brightview Construction Ltd Business loan	Expansion project	£150,000	Completed	15 May 2026	£720
OA Oakfield Care Services Ltd Working capital	Working capital	£95,000	In progress	6 Jun 2026	£142

EX
Example Logistics LtdAction required
Fleet expansion · £80,000
Updated 13 Jun 2026
Est. fee £120View
GR
Greenfield Catering LtdSubmitted
Commercial kitchen equipment · £120,000
Updated 11 Jun 2026
Est. fee £180View
NO
Northside Recruitment LtdOffer received
Contractor payroll support · £250,000
Updated 9 Jun 2026
Est. fee £375View
BR
Brightview Construction LtdCompleted
Expansion project · £150,000
Updated 28 May 2026
Est. fee £720View
OA
Oakfield Care Services LtdIn progress
Working capital · £95,000
Updated 10 Jun 2026
Est. fee £142View