.webp)
Spot & Refer deals are best used when you don’t have either the time or specific industry knowledge to manage the client yourself. In these type of deals, Valiant handles all the client contact, document collection, product selection and workshopping—and all you have to do is pass along the client and loan scenario.
In the dashboard just select "New deal," then select "Spot & refer a deal." Fill out the short form with your client and scenario, and we’ll take it from there.
What do I need to provide?
- The client's name and contact details. Be sure to get the email address correct, as it can only be changed later by your account manager.
- The loan purpose. Select from a drop-down list that includes day-to-day capital, vehicle finance, fit-outs, and debt refinancing.
- The loan amount. Must be more than $5,000.
- The business name (or ACN). The form searches for the company record on the ASIC register in real-time.
- The industry. Use natural language to find the closest match, i.e. uber or plumber.
- Time to call. We’ll call the client—just let us know when's best for them.
What happens next?
The lead is allocated to our team of specialists, according to the type of loan requested. For example, all leads for day-to-day cash flow are passed directly to our working capital team, who then review the scenario and take on the client.
Our team calls the client and introduces Valiant, and confirm that we’ve been asked to reach out and help them with their financing needs. The lead can then be tracked in your dashboard with updates in real-time.