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Loan Administrator Dashboard

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Director Search Tool Transaction Form Open Banking Transactions Broker List DD Control Form Keywords Business Info

Sr. No.

Business Name

Type

Analyst

Advance Req

Deal Status

AIP Status

Broker

App Date

Funded Date

Action

Details

Send Link

£{{ numberWithCommas(cust.advance_requested) }}

1 Customer Info
2 Business Info
3 Loan Info
4 Director Info

Personal Details:

Title:* {{ errors.first('title') }}

First Name:* {{ errors.first('first name') }}

Middle Name:

Last Name:* {{ errors.first('last name') }}

Phone:* {{ errors.first('phone') }}

Email:* {{ errors.first('email') }}

Date of Birth:* The date of birth must be in the format dd-mm-yyyy

Marital status:

Number of dependents

Identification document

Driver's license

Your Driver's license

Download x

Your Driver's license

Download x

Passport

Your Passport

Download x

Your Passport

Download x

Residence Details:

Country:* {{ errors.first('country') }}

County:* {{ errors.first('County') }}

Address:* {{ errors.first('address') }}

Town/City:* {{ errors.first('town/city') }}

Postal Code:* {{ errors.first('postal code') }}

Years at Home Address:

Ownership:

Proof of Home Address:

Council Tax

Your Council Tax

Download x

Your Council Tax

Download x

Your Bank Statement

Download x

Bank Statement

Download x

What is Your Role within the business?

SECURITY:

Country:* {{ errors.first('security country') }}

County:* {{ errors.first('security County') }}

Address:* {{ errors.first('security address') }}

Town/City:* {{ errors.first('security town/city') }}

Postal Code:* {{ errors.first('security postal code') }}

Approximate value (GBP/£)

Mortgage outstanding (GBP/£)

Would you be willing to provide a personal guarantee?

Would you be willing to provide a floating charge on the business?

Would you be prepared to give us open banking access to your account?

Back

Business Details:

Business Name:* {{ errors.first('Business Name') }}

Industry Sector {{ errors.first('Industry') }}

Registration Number:* {{ errors.first('Registration Number') }}

Unique Tax Reference Number (UTR):

Time In Business {{ errors.first('Time in business') }}

Current Monthly Turnover {{ errors.first('Current Monthly Turnover') }}

Date of Incorporation:

Project Ref: * {{ errors.first('Project Ref') }}

Deal Date:

Open Banking Accounts:

Account	Action

Registered Address:

Country:

County:

Business Address:

Town/City:

Postal Code:

Trading Address:

Registered Address is the same as Trading Address

Country:

County:

Business Address:

Town/City:

Postal Code:

Country:

County:

Business Address:

Town/City:

Postal Code:

Years at Business Address:

Website Address:

Monitored Company Email:

Switchboard Number:

Please let us know the reason you are looking for funding:

Please outline your future business plan:

Please upload a 12 month forecast (if you have one):

Your 12 month forecast

Download x

Your 12 month forecast

Download x

Director 1

Title:

Forename:

Middle Name:

Surname:

Date of Birth:

House Number:

House Name:

Postcode:

Time At Address

Years:

Months:

Director 2

Title:

Forename:

Middle Name:

Surname:

Date of Birth:

House Number:

House Name:

Postcode:

Time At Address

Years:

Months:

Director 3

Title:

Forename:

Middle Name:

Surname:

Date of Birth:

House Number:

House Name:

Postcode:

Time At Address

Years:

Months:

PLEASE UPLOAD A COPY OF YOUR MOST RECENT ANNUAL FINANCIAL STATEMENTS OR INSERT THE DETAILS BELOW:

Income Statement

Download x

Income Statement:

Last Financial Year

Previous Year

Prior Year

Revenue

Cost of Goods Sold

Gross Profit

Operating Expenses

EBITDA

Non-Cash Expenses

EBIT

Taxes

Net Profit After Tax

Balance Sheet:

Debtors:

Creditors:

Current Assets:

Current Liabilities:

Fixed Assets:

Long-Term Liabilities:

Other Assets:

Other Liabilities:

Total Assets:

Total Liabilities:

Share Capital:

Retained Earnings:

OUTSTANDING FINANCE:

Lender	Amount Outstanding	Remaining Term (in Months)	Type	Fixed Repayment (Monthly)

ADD CREDIT LINES HERE

PLEASE UPLOAD BANK STATEMENTS BELOW:

Bank Statement

Download x

Bank Account:

Name of Bank:

Branch Name:

Branch Number:

Account Type:

Account Number:

Loan Details:

Loan Number: * {{ errors.first('Loan Number') }}

Loan Type: * {{ errors.first('Loan Type') }}

Loan Purpose:

Advance Requested (£):

Minimum Daily Repayment (£): * {{ errors.first('Minimum Daily Repayment') }}

Revenue Repayment Rate(%): {{ errors.first('Revenue Repayment Rate(%)') }}

Repayment term in working days: {{ errors.first('Repayment term in working days') }}

Introducer

Deal Status: * {{ errors.first('Deal Status') }}

Arrangement Fee (%): %

Payment Processing Fee (%): %

Payment Failure Fee: £

Failed Payment Authorisation Fee: £

Bank Change Fee: £

Blocked Bank Account Fee: £

Default Fee: £

Reason of Disapprove Application Form.

Business Cash Advance Statement

Sr No.	Date	Repayments Due	Repayments Made	Outstanding Balance
1
{{i+1}}

Loan Details:

Loan Number	Advance Requested	Loan Purpose	Deal Status	Funded Date	Action
{{li.loan_number}}	{{li.advance_requested}}	{{li.loan_purpose}}	{{li.deal_status}}	{{li.funded_date}}	Edit Remove
No loan information available

Director Details:

Name	Address	Gender	Date Of Birth	Nationality	Occuption	Date Appointed	Action
{{li.name}}	{{ li.address_simple_value ? li.address_simple_value + ', ' : '' }} {{ li.address_street ? li.address_street + ', ' : '' }} {{ li.address_city ? li.address_city + ', ' : '' }} {{ li.address_postal_code ? li.address_postal_code : '' }}	{{li.gender}}	{{li.date_of_birth}}	{{li.nationality}}	{{li.occupation}}	{{li.date_appointed}}	Edit Remove
No director information available

Submit

Committee Meeting Notes:

Committee Meeting Date: :* Committee meeting date must be in the format dd-mm-yyyy

Credit Strengths:* {{ errors.first('credit strengths') }}

Credit Weaknesses:* {{ errors.first('credit weekness') }}

Committee Members Opinion & Rationale:*

Member	Vote	Rationale

Further Information Required (if any):* {{ errors.first('Further Information') }}

Major Reservations:* {{ errors.first('Major Reservations') }}

Decision and Next Steps:* {{ errors.first('Decision') }}

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Loan Administrator Dashboard

Personal Details:

Residence Details:

SECURITY:

Business Details:

Open Banking Accounts:

Registered Address:

Trading Address:

Time At Address

Time At Address

Time At Address

PLEASE UPLOAD A COPY OF YOUR MOST RECENT ANNUAL FINANCIAL STATEMENTS OR INSERT THE DETAILS BELOW:

Income Statement:

Balance Sheet:

OUTSTANDING FINANCE:

PLEASE UPLOAD BANK STATEMENTS BELOW:

Bank Account:

Loan Details:

Business Cash Advance Statement

Loan Details:

Loan Number:

Loan Status

Loan Status

Director Details:

Director Name: