Broker Resources
The following resources are here to help make it easier to prepare and submit transactions. Suggestions for other resources and templates are always welcome, please just email [email protected]
Check out our Broker Introducer Guide for a range of useful information, including what sort of deals are likely to fit CFI’s risk appetite, how to use our Broker Portal and more.
Playbooks are guided questions for different deal types that you can use to collect information and then send yourself a summary for reference or to include with applications