Support the next step in your customer's business.
Assist eligible business owners with supported finance applications.
What this service supports
Help business owners prepare for an available loan application for their business needs. Explain the information requested and guide them to the lender's assessment process.
- Business finance application assistance
- Product-specific document preparation
- Lender assessment
What the customer should prepare
Business and proprietor/entity details, identity/address records, banking history and financial documents requested for the selected product. Requirements can differ by business structure.
Requirements depend on the selected provider or official process. Confirm the current requirements before collecting documents.
How the service works
A service overview; follow the selected provider’s approved process for the actual transaction or application.
- Identify the business need and available finance product.
- Prepare the business records requested by the selected lender.
- The lender assesses eligibility and determines terms and approval.
Before proceeding
Business vintage, turnover, banking activity and repayment capacity may affect eligibility. Confirm whether the offered product is secured or unsecured and review fees, repayment and security requirements.