Credi Solutions & Uses
Credi makes documenting and managing loans between people and entities who know and trust each other quick & easy. Use Credi’s DIY solution for free or minimal cost or have our DIFM concierge team do it for you at low rates from A$299 ex gst.
Personal uses include:
- Formalising Loans between friends or family, making sure everyone is 100% clear on the details of the agreement.
- Lending money to or from your pension fund (SMSF, SIPP, SDIRA) or family trust, proper documentation helps with compliance & reporting requirements.
Small Business uses include:
- Startup founders seed funding their companies with documented directors loans not equity.
- Business owners securing loans to their own business.
- Businesses providing secured vendor financing loans to trusted clients to close deals and keep financing profits in-house.
Solutions for Advisors Accountants & Bookkeepers:
- Add loan agreement management to your offering
- Access your own partner edition of Credi or have our DIFM concierge team do it for you
Custom & Whitelabel Solutions:
- Banks lenders and FinTechs Credi can develop custom solutions to add add relationship lending to your offering & process.