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This form is used by referrals to provide information about clients seeking financial products from CommBank, including commercial lending and vehicle/equipment finance. It includes sections for referrer
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How to fill out commercial connect referral advice

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How to fill out commercial connect referral advice

01
Begin by gathering all necessary information about the referral, including the name and contact details of the person you are referring.
02
Clearly outline the purpose of the referral, explaining why the individual is a suitable candidate.
03
Fill in your contact information to establish the connection.
04
Provide any relevant background information that supports the referral.
05
Review your referral advice for clarity and completeness before submission.
06
Submit the referral through the designated commercial connect platform or form.

Who needs commercial connect referral advice?

01
Businesses seeking to expand their network.
02
Professionals looking for new opportunities or connections.
03
Individuals requiring expert guidance or resources.
04
Firms aiming to enhance their service offerings through referrals.
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Commercial connect referral advice is a formal communication tool used to refer clients or business opportunities within a network of professionals, ensuring that the appropriate experts are engaged to assist with specific needs.
Typically, professionals within a business network or organization who identify a business opportunity that requires referral to another expert or department are required to file commercial connect referral advice.
To fill out commercial connect referral advice, provide details such as the referring person's information, the client or opportunity being referred, the reasons for the referral, and any necessary contact information for follow-up.
The purpose of commercial connect referral advice is to streamline the referral process within a business network, facilitate collaboration among professionals, and enhance client service by connecting clients with the right expertise.
The information that must be reported includes the referrer’s name and contact details, the referred client or opportunity’s details, the nature of the referral, and any relevant notes or instructions for the receiving party.
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