Help
Partner resources
Guides, templates and programme information to help you refer clients confidently.
Getting started
How to introduce Tera
A concise guide for explaining Tera to clients with compliant language.
Referral tools
Client funding checklist
Documents and information to gather before referring a client.
Funding guides
Business loan guide
Overview of unsecured and secured business loan options for UK SMEs.
Getting started
How to introduce Tera
A concise guide for explaining Tera to clients with compliant language.
5 min · Updated Jun 2026
Referral tools
Client funding checklist
Documents and information to gather before referring a client.
3 min · Updated Jun 2026
Funding guides
Business loan guide
Overview of unsecured and secured business loan options for UK SMEs.
8 min · Updated May 2026
Funding guides
Asset finance guide
How asset and equipment finance works for growing businesses.
7 min · Updated May 2026
Funding guides
Vehicle finance guide
Fleet and commercial vehicle funding options explained clearly.
6 min · Updated May 2026
Funding guides
Invoice finance guide
Working capital support through invoice discounting and factoring.
7 min · Updated May 2026
Commission and terms
Partner commission guide
How partner fees are calculated, confirmed and paid.
6 min · Updated Jun 2026
Commission and terms
Referral programme terms
Summary of partner tiers, eligibility and payment conditions.
10 min · Updated Jun 2026
Marketing materials
Approved email template
Client introduction email copy you can adapt for your firm.
2 min · Updated Jun 2026
Marketing materials
Approved social copy
Short-form messaging for professional networks.
2 min · Updated Jun 2026
Regulatory information
Tera regulatory disclosures
Broker status, permissions and client-facing disclosures.
8 min · Updated Jun 2026