Partner Resources
Start more commercial lending conversations without starting from scratch.
A checklist, a set of client emails and a bank of social captions. Everything you need to spot commercial lending opportunities and start the conversation.
Get My Free Toolkit
Most commercial lending opportunities are already sitting inside your client base.
Clients stay in outdated loans longer than they should. Equity goes unused. Growth plans move ahead without the right funding in place.
And when these conversations aren’t had, clients often look elsewhere for answers and that’s where another broker can step in, not just for that deal, but potentially for more.
These resources are built to help you spot those opportunities and stay part of that conversation.
Get instant access
Enter your details to download all three and start using them straight away.
- The Commercial Lending Opportunity Checklist
- 12 ready-to-send emails
- 26 ready-to-post social captions
- Suggested images included
- Built to uncover real commercial lending opportunities
Start the conversations that lead to better outcomes.
No setup. No learning curve. Just better conversations.
Enter your details below and start uncovering new commercial opportunities.
Brought to you by Clue, the commercial finance experts who make lending simple.
What you get
Three simple, ready-to-use resources designed to help you uncover commercial lending opportunities and stay front of mind with your clients.
No writing. No strategy. No guesswork.
Just content that works.
Checklist
Commercial Lending Opportunity Checklist
Spot a commercial deal in your next client meeting
Most commercial lending opportunities are already sitting inside your client base. This checklist tells you what to listen for, what to ask, and what to do when you hear it. You don’t need to know anything about commercial lending to use it.
- 20 things clients say that point to a commercial deal
- 6 questions you can ask in any client review
- What to look for when you read their financials
- A referral form you can fill in on screen or print
You don’t need to structure the loan, work out serviceability or compare lenders. You just need to spot the opportunity.
How it works
Spot. Ask. Refer.
Email
Partner EDM Content Pack
12 client emails that start real conversations
A full year of ready-to-send emails designed to prompt replies and uncover opportunities across:
- Commercial property refinancing
- Equity release and funding access
- Business lending and cash flow
- SMSF commercial property lending
- Commercial property acquisition
Each email is written in plain English, built to feel natural, and designed to get a response.
How it works
Copy. Paste. Send.
Social
Partner Social Media Content Pack
26 posts designed to generate enquiries
Turn your social media into a consistent source of commercial lending conversations.
Inside you’ll find 26 ready-to-post captions, each built around real scenarios your clients are already facing:
- Refinancing existing loans
- Accessing equity for the next purchase
- Funding business growth
- Navigating complex or non-bank deals
- Planning ahead for future opportunities
Each post also includes a suggested image to make posting even easier.
You can use the suggested visuals or swap in your own.
These are designed to make the right client stop, think, and reach out.
How it works
Copy. Paste. Post.
Why this works
Commercial lending rarely starts with an application.
It starts with a conversation at the right time.
These resources help you create those moments consistently, in client meetings, in the inbox and in the feed, without adding to your workload.
When a client engages
You do not need to structure the deal or find the solution.
Refer them through and we will handle everything from fact find through to settlement.
You stay the trusted adviser.
We handle the finance.