Credi Partner delivers client loan management via today’s finance professional.

Credi Partner is used by accountants, bookkeepers and financial planners. It includes client, entity and loan management. This enables finance professionals to enhance the service they provide to their clients in a smart and cost effective manner.

Easily create and manage formal loan agreements with Credi Partner.

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Standard

Basic loan between two entities (Borrower and lender)

div7a_loan_agreement

Division 7A

Loans by private companies to shareholders

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Secured

Loans secured by assets other than real estate

To apply for Credi Partner, simply complete this form.

By submitting this form you agree to the following Credi Partner Agreement, Credi Privacy Policy, Credi Partner Pricing and the Credi Terms & Conditions

Billing Terms

Loan Agreement fees are billed at the end of the month in which they are created. Per Annum Loan Agreements Fees are billed at the end of the month of creation and on the anniversary of creation for the life of the loan.​ Invoices are payable within 30 days or services may be interrupted.​ By submitting this form you agree to the Billing Terms.

Business Details

Please provide all requested business information as well as physical address, to assist the approval of your application.

Approval Process

Your application will be processed within 48 business hours and an email sent to you with further information on your application.
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The Application Process

  • Submit Your Application
  • Join The Credi Community
  • Accept your Partner Upgrade

To use Credi Partner, you'll need to be part of the Credi community. It takes less than 2 minutes to join Credi.

Once you've joined Credi, your account will be upgraded to Partner and you'll receive an invite to start using Credi Partner to manage your client's loan agreements.

The Fine Print

  • Eligibility

    Credi Partner is currently only available to Australian based businesses within the financial services industry.
    Credi Partner will be expanding in to other countries and other industries. Register your interest here to learn more about the Credi Partner roadmap.

  • Account Credit

    Credi Partner is offering a AU$5,000 account credit, which can be applied against client loan agreements built using Credi Partner. This offer is limited to the first 200 registered Credi Partner accounts, and limited to this promotion only.

    Free account credit is valid for a period of 120 days from date of account activation. Requests for extension of complimentary credit is at the sole discretion of Credi Pty Ltd and must be received via email to partner@credi.com before the expiry of the complimentary credit term.

  • Invoicing & Payments

    Payment for Credi Partner is via direct deposit. When you commence billing clients within Credi Partner, you will need to add bank details for the direct deposit to be withdrawn from. Any account credits will be applied against your invoice prior to direct deposit.
    Credi reserves the right to suspend an account if the balance remains outstanding for more than 30 days.