Broker Resources
Download forms and templates to get deals across the line. For product guides, rate sheets, and deal structuring support, contact your Business Development Manager.
Forms & Documents
Privacy Acknowledgement & Consent
Privacy consent and authority to collect information. Required for all new customer applications.
Commitment Schedule
Customer commitment schedule — existing loans, leases, rent, and other financial obligations.
Cost & Funding Template
Project cost and funding breakdown — equity contributions, finance required, and other funding sources.
Projected Financials Template
Revenue, expense, and cash flow projections for new business or acquisition finance applications.
Quick Links
- Broker Portal — Log in
- Get Accredited — Not yet accredited? Apply here.
- hello@cfifinance.com.au — Email our team directly.
- 1300 659 676 — Call us during business hours.
Need help with a deal?
Talk to our team — we're here to help you get deals across the line.