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Commercial Finance Launch Programme · Stage 7 of 10
Your Website & Client Portal
Get a trust-first, compliant site live and a secure client portal connected, so a cautious business-finance audience trusts you and clients share documents safely.
How long
1–2 weeks
You’ll have
A compliant broker website and a connected, secure client portal
Steps
2 steps
Resources
2 resources
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01 Step 01
Step 01
Build a trust-first, compliant website
For a cautious business-finance audience the website is the credibility test, so it must look established, explain your niche, and carry the required regulatory disclosures correctly.
Do it yourself
- Structure the site around your niche, your product lines and the trigger events that bring clients to you.
- Place the required disclosures: your regulatory status, whether you are FCA authorised, an Appointed Representative of your principal, or an accurate unregulated statement, as confirmed in Get Authorised, plus a commission-disclosure statement with wording from your compliance, a complaints route, and privacy and data-protection notices.
- Design every promotional claim to be fair, clear and not misleading, with sign-off before launch.
- Add clear enquiry paths that feed your CRM.
Common mistake · A slick site with a wrong or missing regulatory-status footer, for example claiming "FCA authorised" as an Appointed Representative, or omitting the principal wording your network mandates.
Time~1–2 weeks, or a build budget CostMedium DifficultyMedium to hard2 resources for this step
PDFCompliant website content map
Every required page and disclosure block, each tagged with its wording owner where regulated.
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02 Step 02
Step 02
Add a secure client portal
Clients share highly sensitive financial data, so a secure portal rather than email protects that data, speeds the fact-find and document collection, and signals professionalism.
Do it yourself
- Provide a secure, authenticated way for clients to submit documents and track their case.
- Connect it to your document management, e-signature and data-retention practice.
- Keep the experience simple, since a business owner mid-deal wants clarity, not a maze.
Common mistake · Bolting on an insecure upload form that becomes the weakest link in your data protection.
Time~1 week CostMedium DifficultyMedium
What you’ll have after this stage
- A trust-first website with the right regulatory-status and commission disclosures done properly
- A defensible financial promotion, signed off before launch
- A secure client portal connected to your documents and e-signature
- Clear enquiry paths into your CRM
Next · Stage 8 of 10
Get Found
Keep going yourself — carry your momentum straight into the next stage.
Prefer we build it?
Hand this stage to us
DR builds the website and the portal. Building the site and wiring in a secure portal, with the disclosures placed correctly, is exactly the kind of work we do. If you would rather have it built than build it yourself, talk to us.