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Broker News – CFI Tools – Customer Quote Tool

Quote – Save – Send Did you know that you can quickly quote your customers directly from the CFI broker portal, and any resulting finance application links straight back to you! CFI’s quote tool allows you to quickly and easily estimate pricing for a range of scenarios and save it

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Heating Business Acquisition

Business Acquisitions made easy with CFI Broker Information Get Accredited Broker Portal Michael is an engineer, with experience in installing and maintaining a wide variety of equipment types. When the opportunity to purchase this established and profitable heating business arose due to the owner relocating, Michael knew that it was

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Broker News – Quarterly Update

Quarterly Update – Jan to Mar 2024 Broker Information Get Accredited Broker Portal The first quarter of the calendar year has kicked off strongly confirming the appetite for small business funding in New Zealand. According to RNA, although overall credit applications fell in the last quarter of 2023, demand in

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Broker News – Basics of Financial Analysis

Basics of Financial Analysis Broker Information Get Accredited Broker Portal When a lender asks for ‘Financials’ what do they actually want? And once they have those Financials, what exactly are they looking at to determine if they’re good or bad? In this article we’ll dive into what documents typically make

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Is your franchise accreditation up to date?

Is Your Franchise Accreditation Up To Date? Finance for Franchisees Franchisor Information Get Accredited Funding is the lifeblood of the franchise sector, fuelling expansion, innovation, and success. However, navigating the labyrinth of financial institutions can be a daunting task for both franchisors and franchisees alike. Enter CFI Finance, where accreditation

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From little things…

From little things… Finance for Franchisees Franchisor Information Get Accredited When Chris called CFI looking for a small business loan he was already fed up of trying to deal with his bank. After weeks of back-and-forth his bank still couldn’t make a decision, and wanted Chris to refinance his long

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Writing a great business plan

Writing a great business plan Customer Resources Franchise Businesses Startup Finance Why do finance companies care about business plans? And more importantly, why should you? There are very few finance companies that are willing to take on the risks associated with start-up businesses, and certainly most banks would rather wait

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Broker News – Application Requirements

What does that little (?) do anyway? We’re rolling out some new contextual help elements to make life a little easier for our introducers. The first one was one of our most requested features…. Every deal is different, and at CFI we’re often willing to look at those complex transactions

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Unpacking your Franchise Finance Options

Unpacking your franchise finance options Finance for Franchisees Franchisor Information Get Accredited Whether you’re starting a new franchise or you’re already in business, the myriad of finance options available can be confusing and it’s often difficult to know which finance product will suit your business best. In this article we’ll

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