Yes Approved Partner Hub
Partner Resources
Practical finance guides, client checklists and useful resources designed to make asset finance conversations easier.
Resources to help you support your clients
Download, share and use these practical guides to start better finance conversations.
Client Resources
Resources built for better client conversations
Whether you're a mortgage broker or accountant, these guides are designed to be useful, easy to understand and simple to share with your clients.
Your Asset Finance Journey
A client-friendly guide explaining what happens when an adviser introduces a customer to Yes Approved, from the first conversation through to lender assessment, approval and settlement.
Business Vehicle Finance Guide
Help business clients understand vehicle finance structures, deposits, balloon payments and some of the questions worth considering before purchasing.
Equipment Finance Guide
A practical introduction to financing business equipment, including new and used assets, low-doc options and information lenders may request.
Self-Employed Asset Finance Guide
An easy-to-understand guide to asset finance for self-employed clients, including full-doc and low-doc pathways.
Before You Accept Dealer Finance
A practical guide clients can use when considering dealer finance, including rates, fees, balloon payments and overall finance structure.
Asset Finance Document Checklist
Help clients prepare before applying with a straightforward checklist covering the information and documents that may be required.
Have a client scenario you're unsure about?
You don't need to submit a full application to find out whether we may be able to help. Send us a quick overview and our team can review the scenario against our lender panel.
ⓘ Client personal details can be optional when initially discussing a scenario.
Partner Tools
More tools for Yes Approved partners
Lending Policy Centre
Explore lender policy summaries and common lending considerations.
Explore Policy Centre →Finance Niches
Explore some of the more specialised scenarios we may be able to assist with.
Explore Finance Niches →More resources are coming
We're continuing to build practical tools that help our partners support their clients and identify asset finance opportunities.