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Quote - Save - Send

Did you know that you can quickly quote your customers directly from the CFI broker portal, and any resulting finance application links straight back to you!

CFI’s quote tool allows you to quickly and easily estimate pricing for a range of scenarios and save it for future reference or use it to kick start the application process on simple transactions.

If you choose to, you can send quotes directly from within the CFI broker portal. Your customer will receive an email that let’s them know you’ve originated the request. We’ll also include your mobile number and email address for any queries.

If the customer clicks the application link in the email they’ll be taken to our short-form application to get the process started, and any application will be linked back to your broker-ID automatically.


Quickly check pricing for a range of different scenarios and deal types

Save quotes for your own reference, or go back and edit them if required

If you choose to send a quote to a customer we'll tell them it has been sent at your request, we'll include your contact information, and we'll link any resulting application back to you!