Referral details
Example Logistics Ltd
TERA-REF-1042 · Referred 12 Jun 2026 · Last update 13 Jun 2026
Latest next step
What happens next in this case.
Client has not opened the secure referral link yet.
Status timeline
Introduced
complete · 10 Jun 2026
Client contacted
complete · 11 Jun 2026
Assessment
current · 12 Jun 2026
Information gathered
upcoming
Broker review
upcoming
Submitted
upcoming
Offer
upcoming
Completion
upcoming
Outstanding actions
Client to open referral link
Client · Due 15 Jun 2026
Latest three months of bank statements
Client · Due 18 Jun 2026
Updates
Referral acknowledged and client invitation sent.
12 Jun 2026Source: Tera
Reminder sent to client contact.
13 Jun 2026Source: System
Client overview
- Sector
- Logistics
- Trading history
- 6 years
- Turnover
- £2.1m
- Timeframe
- Within 4 weeks
Documents
Commission estimate
Estimated until Tera receives cleared commission.
- Partner tier
- Referral Partner
- Agreed percentage
- 15%
- Estimated fee
- £120
Not a guarantee of payment.
Support
Tera Partner Team
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Guidance only — not a credit decision or guarantee of finance.