Member Resources

This is the section of the site where members will find tools they need to help them run their businesses. You will need to log in to access the information here. If you are not a member of the NACFB, please click here for information about joining.

Document Library

This is where you will find all the documents published by the Association.

These are split into:

  • Downloadable Brochures – general brochures such as application forms and brochures from previous events the Association has run; 
  • NACFB Templates - such as our model Terms of Business agreement – which are available to members only;
  • Fact Sheets - information on some key areas of commercial finance.
  • Member Magazines - the NACFB's own quarterly magazine

Click here for more.

Useful links

Click here to find links to other sites which might be useful to NACFB members.

Definitions of common terms

Click here to find definitions of common industry terms and common acronyms.

Credit Check

Click here to carry out credit checks on your clients or your suppliers.
Please note there is a charge for this service; however you are welcome to try the free trial. Facilities are powered by CoCredo (formerly Wyse Assist)

CommercialKeeper

The Association's very own back office CRM system available exclusively to NACFB members. Click here for more infomation.

NACFB Patrons

Visit the Patrons pages for a full list of all current NACFB Patrons. Members can find contact details and application forms. Click here for more.

The Deal Exchange

Got a deal to place, but it's not your usual line of business? Don't write it off - you can work with another NACFB member to get it placed. Post your deal on the Deal Exchange (you will need to register the first time you use it) and other brokers who can help can get in touch.

PLEASE NOTE:
Brokers are responsible for negotiating their own terms with other NACFB members, and the Association cannot be held responsible for any losses which may result, either directly or indirectly, from the use of this service.  

Training and Development

PLEASE NOTE: This part of the NACFB site is currently undergoing further development.

In this section you will find full details of the Association's CPD programme, and details of further qualifications run in association with the ifs School of Finance.

  • Case Studies - which count towards your annual CPD total
  • Money Laundering Modules - which will help you keep compliant with current money laundering legilation;
  • Qualification: the Certificate in Commercial Mortgages 

Professional Indemnity Insurance

The NACFB offer competitively priced professional indemnity insurance through Towergate Lifestyle. For more information, please follow the link on the left hand menu and log in.

NACFB Member Services

NACFB Member Services (NMS) has been set up to offer NACFB members access to products and services that they would not otherwise have access to. The scheme is currently in its pilot phase, but if you are interested in joining the pilot, or would like any more information on how you too can benefit from working with our Partners, then please contact the Exeter Office on 01392 440040.
Current NACFB Partners are:
  • Legal & General
  • Towergate Risk Services
  • NatWest Mentor
  • Santander
Click here for more information.