Can client information be entered on this website?

No. Client and case information should only be provided through the secure route agreed during onboarding. The demonstration form asks only for business contact and partnership information.

What will I see during a demonstration?

The team will explain the portal workflow, user access, how a record progresses and how communication and outstanding requirements remain visible. The walkthrough can focus on the product areas relevant to your firm.

Can several people from one firm have access?

User access and permissions are discussed during onboarding so the setup reflects the firm, its responsibilities and the people who need to use the workspace.

Which products support quick indicative quoting?

Quick indicative quoting is currently built into the second-charge workflow for approved introducers. The results provide an early view based on the scenario entered and are not advice, a recommendation or a guaranteed offer. Further product types and partner tools are planned as the portal develops.

Will AI replace the adviser in the portal process?

No. We plan to use carefully governed AI to support administrative work such as organising information, identifying missing items and preparing clearer handovers. It will not replace regulated advice, suitability assessment, professional judgement, lender underwriting or human accountability.

Does portal access mean a case will be accepted?

No. Portal access supports the workflow, but every case remains subject to assessment, evidence, lender criteria and the appropriate advice and approval process.

Charles Frank introducer portal

A mortgage introducer portal built around the next action.

Built for approved partners who want a clearer way to pass information, follow progress and stay connected to specialist case support.

Request a portal demo Partner login

Client and case information belongs in the approved portal workflow, not the public website.

Portal-led partner experienceSecure routeNamed ownershipVisible actionsConnected history

Inside the workspace

The practical tools behind a clearer handover.

The portal is the operating route for approved partners. The website is where firms learn, request a demonstration and begin onboarding.

Secure referral route

Approved partners move client and case details through the agreed portal workflow rather than the public website.

Connected case record

Core information, documents, communication and actions remain associated with the relevant case.

Visible progress

Follow the current stage, ownership and outstanding requirements from a single workspace.

Case messaging

Keep relevant communication connected to the record instead of scattered across inboxes.

Change awareness

Updates help partners understand when the case stage or requirements move forward.

Reviewable history

A chronological activity trail supports internal oversight and clearer file review.

Digital workspace representing ongoing development of the introducer portal — Built around the day-to-day needs of professional introducers.

Newly released and evolving

The portal is live. The roadmap is only getting started.

The first release gives approved introducers a clearer way to move specialist cases into Charles Frank Finance and stay connected to what happens next. We are continuing to develop the workspace around the tools partners actually need, with simpler early conversations, cleaner handovers and better visibility at the centre of the product.

Live now

Second-charge quick quoting

Enter the core scenario and view quick indicative results from major second-charge lenders before passing the same information to the CFFL specialist team.

On the way

More product types

We plan to extend useful portal workflows into more of the specialist finance areas introducers bring to us.

Our direction

Better tools for introducers

New features will focus on reducing repeated work, improving visibility and helping partners move from scenario to specialist support more efficiently.

Responsible AI integration

Automate the administration. Protect the value of advice.

We plan to integrate AI where it can genuinely streamline the process, including organising case information, highlighting gaps, reducing repeated data entry and helping create a cleaner specialist handover.

The important advice work cannot be automated away. Suitability, client understanding, professional judgement and accountability will remain with qualified people, supported by technology rather than replaced by it.

See the new portal Explore second-charge support

Indicative results are not advice, a recommendation, a mortgage offer or a guarantee of availability. Every case remains subject to full assessment, verification and lender criteria.

One connected record

A visible journey is easier to manage and easier to explain.

A structured workspace reduces the need to reconstruct what happened across calls and inboxes. The current position, actions and relevant history stay attached to the case.

Ownership and current stage
Outstanding information
Documents and communication
Chronological activity

Illustrative recordSpecialist finance workflowIn progress

Scenario received

Core information entered through the secure partner route

Complete

Specialist review

Requirements and relevant next action established

Complete

Case progression

Current stage and ownership remain visible

Current

Outcome

The completed record retains its activity history

Technology with people behind it

The portal supports the relationship. It does not replace it.

Clear roles

Onboarding establishes who can do what, how the client is introduced and who owns each stage.

Appropriate controls

User access and information routes are agreed around the firm and partnership arrangement.

Specialist support

The workspace connects partners to people who can understand and progress the scenario.

Portal access

Onboarding before logins.

Access follows a business and regulatory conversation. That protects the firm, the partner and the clients whose information will eventually use the workflow.

Request a demonstration

01
Business conversation
Tell us about your firm, status, specialist interests and proposed relationship.
02
Operating arrangement
Agree responsibilities, permitted activity, commercials and information handling.
03
Portal walkthrough
Review the workflow, users, access and the route for approved partner cases.
04
Access enabled
Approved users receive the appropriate portal route and support.

Portal FAQs

Before you request access.

We will confirm the precise functions and operating process during your demonstration and onboarding.

No. Portal access is for approved intermediary partners. The public website explains the proposition and lets firms request a demonstration or begin an access conversation.