Credi Partner

Build Your Revenue In 2019 By Connecting Your Clients To Credi

Credi Partner Questions?
Email partners@credi.com
Credi Partner Questions?
Email partners@credi.com

Overview 

Credi Partner helps accountants, financial planners and finance brokers formalise loan agreements online for their clients to add extra value to client relationships and grow their revenue at the same time.

Credi Partner also helps streamline the administration and loan management costs of helping clients with Div7a loan agreements and repayment schedules.

There are 2 plans available for Credi Partner.

Key Features

Common Use Cases

#1 – Accountants who need a better system to centralise many div7a loan accounts for clients in one place

#2 – Financial planners who want to help their clients protect their related party loans and loans they have made to their businesses

#3 – Accountants who want to generate more revenue each financial year by accessing Credi products at a discounted wholesale rate and selling them to clients with a margin

  • Currently only available in Australia
  • Sign Up In Under 15 minutes
  • Currently only available in Australia
  • Sign Up In Under 15 minutes

Key Features

Create

Online Loan Builder

Unlimited Div7a loan agreements and schedules

Option to access Credi products at a discounted rate

Client & Entity Management

Track

Loan Management 

Credi Partner helps accountants, financial planners and finance brokers formalise loan agreements online for their clients to add extra value to client relationships and grow their revenue at the same time.

Credi Partner also helps streamline the administration and loan management costs of helping clients with Div7a loan agreements and repayment schedules.

There are 2 plans available for Credi Partner.

John recognised in a recent meeting that his client had been injecting capital into his business to support cashflow needs without having any form of loan document or protection in place.

He knew there was a way he could help his client without referring him to a lawyer, or exposing himself to giving legal advice to his client to protect the loan account.

He signed up for Credi Partner to access Credi’s loan protection products and was able to help his client create a loan agreement and register it on the PPSR for security.

In the process, John was able to create some extra revenue for his business. He also recognised this is something many of his other clients could benefit from, and started creating extra revenue every month by introducing more of his clients to Credi.

#1 – Accountants who need a better system to centralise many div7a loan accounts for clients in one place

#2 – Financial planners who want to help their clients protect their related party loans and loans they have made to their businesses

#3 – Accountants who want to generate more revenue each financial year by accessing Credi products at a discounted wholesale rate and selling them to clients with a margin

Pricing plan for Credi Partner

 

Referral Partner

Service Partner

Div7a Loans

Unlimited, Free

Unlimited, Free

Basic Loans

$80

$80

PPSR Loans

$1450

$450 (Save $1000)

Invoices sent to

Clients Direct

Clients or Partner

Cost

$49 per month,
billed annually

$99 per month,
billed annually

Did You Know?

• One of the greatest challenges facing accountants today is negotiating on prices for service fees

•Fixed and value based pricing fees are rapidly disrupting the more traditional time based billing structure

• One of the most common reasons that small businesses switch accountants is to find more proactive financial advice

There Is A Solution!

By creating an account with Credi Partner, you will:

• Be able to generate extra revenue by helping clients protect their loan accounts with agreements and PPSR registration

• Be able to further position your firm as a proactive financial advisor adding value and doing more than just accounts

• Have access to cutting edge loan management solutions that you can administer on behalf of your clients

Not what your looking for?
Why not try....

Division 7A Agreements
Basic Loan Agreement
Secured Loan Agreement