Agents
Manage commercial lending referrals with more structure.
Agents and brokers can use CENS Investments to register, support client enquiries, and work within a defined referral workflow.
Referral workflow
The agent journey is designed for brokers and introducers who support commercial lending enquiries and need a clearer route for submitting or managing client information.
Registered agents can work through portal-led steps once their account and role have been reviewed.
What agents should prepare
- Contact and organisation details for agent registration.
- Relevant borrower and lending information for referred opportunities.
- Clear permission from clients before submitting personal or business information.
Next steps
Use the secure portal to register as an agent. If you already have a portal account, sign in first so the registration can be connected to the correct user profile.
