Tier 3 — Finance Introductions (OTTO)

OTTO General Finance Introductions

Every BRG client is a potential OTTO introduction — 105 lenders, daily 8am scoring.

LIVE Agent: OTTO Partner: 105 lenders — brg_lenders

LIVE — Agent active, routing confirmed, referral pathway open

The Problem

Most SMEs access commercial finance through their bank — which means limited choice, slow decisions, and products that don't fit their actual profile. OTTO removes the bank as the default by presenting the full market in a ranked, pre-qualified shortlist.

How It Works

OTTO scores all active clients daily against all 105 lenders at 8am
High-probability matches surfaced to Craig via Telegram for approval
Craig approves → OTTO auto-enrolls broker in Lemlist lender campaign
Commission earned on every successful introduction — no cold calling

Live Proof

OTTO running daily 8am — 105 lenders in brg_lenders (verified S285)
Telegram approval gate live — previews every intro before send
Lemlist cam_v7t4L2geLXt4dgJXD embedded and active S285
CCJ blocker enforced — non-qualifying leads never reach lenders

Client Value

Access to 105 lenders in one pre-qualified submission — vs. 3-5 at a high street bank. Approved in days, not weeks.

Pricing & BRG Earnings

BRG arrangement fee per deal	£500–£5,000 (deal-size dependent)
BRG monthly target (full pipeline)	£30,000/month
Client rate	Market-competitive — lender pays commission

Ideal Client Profile

Any UK SME seeking £25,000–£5M in business finance

Partner Opportunity

Refer any SME with a funding need: growth capital, working capital, property purchase, asset finance, or distress bridging. OTTO pre-qualifies all.

Intelligence & Sales Frameworks Applied

5 Cs of Credit Gap Selling Altman Z-Score Good/Better/Best