Step 1: Log in to Fluidly. When you see your portfolio of clients, click the “Funding” tab and scroll through the list of businesses

Step 2: Hover over the items in the “Insight” column to learn why specific clients might benefit from a conversation around funding

Step 3: Click “View” next to a specific client to see prequalified options for that business, which may cover a range of lenders and funding products

Step 4: When you spot a client that might be receptive to a conversation, give them a call or use one of our readymade email templates to reach out

Step 5: If your client expresses interest, log back in to Fluidly and click “refer” to introduce a business to one of our FCA-regulated specialists, who will help them apply

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