Mandate your clients
Navigate the world of commercial finance with confidence
This downloadable Engagement Letter template is a comprehensive Word document designed for finance brokers that includes:
- A complete client engagement letter detailing services, fees, terms, and conditions
- Authority to Pay agreement for securing broker fees
- Execution pages for signatures
- Schedule template for client/broker details
- Customisable fields clearly marked for easy personalisation
The template provides the essential framework needed to establish professional broker-client relationships while protecting the broker's interests and ensuring clear payment terms.
