Partnerships and portal demonstrations

Explore a mortgage introducer partnership.

Charles Frank Finance works with UK brokers, IFAs and professional introducers who need specialist second-charge, bridging, buy-to-let, commercial or complex residential support. Request a portal demonstration or discuss how a referral partnership could work for your firm.

Intermediary team029 2167 0060Office hoursMon–Fri · 9:00am–5:00pm

Professional workspace with laptops used to demonstrate the introducer portal

Start with the workflowPortal demonstration · partnership fit · onboarding

Start the conversation

Request a portal demo or discuss a partnership.

No client or case information is needed here.

Business details only

First name *Last name *Work email *Phone numberFirm or trading name *FCA reference numberRegulatory status *Network or principalWhat would you like to do? *Approximate opportunities each monthAnything else we should know?0/2400 charactersPreferred reply method

Approved partners submit client and case information through the secure portal, not this form.

Partnership foundationRegulatory status, roles and information handling are agreed during onboarding.

Business enquiry only
No case data collected here
Secure portal after approval