Loan Administrator Dashboard

Sr. No.
Business Name
Type
Analyst
Advance Req
Deal Status
AIP Status
Broker
App Date
Funded Date
Action
Details
{{(((customer_current_page - 1) * 10) + (i+1))}}
{{cust.business_name}}
{{cust.business_unit_type}}
{{cust.analyst}}
£{{ numberWithCommas(cust.advance_requested) }}
{{cust.deal_status}}
{{cust.aip_status}}
{{cust.broker_name}}
{{cust.created_at}}
{{cust.funded_date}}
Send Email
Activate Customer
Committee
Update Status
View Details
  • 1 Customer Info
  • 2 Business Info
  • 3 Loan Info
{{ cust_info.business_name }}

Personal Details:

{{ errors.first('title') }}
{{ errors.first('first name') }}
{{ errors.first('last name') }}
{{ errors.first('phone') }}
{{ errors.first('email') }}
The date of birth must be in the format dd-mm-yyyy

Residence Details:

{{ errors.first('country') }}
{{ errors.first('County') }}
{{ errors.first('address') }}
{{ errors.first('town/city') }}
{{ errors.first('postal code') }}

SECURITY:

{{ errors.first('security country') }}
{{ errors.first('security County') }}
{{ errors.first('security address') }}
{{ errors.first('security town/city') }}
{{ errors.first('security postal code') }}

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?

{{ cust_info.business_name }}

Business Details:

{{ errors.first('Business Name') }}
{{ errors.first('Industry') }}
{{ errors.first('Registration Number') }}
{{ errors.first('Time in business') }}
{{ errors.first('Current Monthly Turnover') }}
{{ errors.first('Project Ref') }}

Open Banking Accounts:

Account Action

Registered Address:

Trading Address:

Registered Address is the same as Trading Address

Registered Address is the same as Trading Address

Director 1

Time At Address

Director 2

Time At Address

Director 3

Time At Address

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

OR
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

OUTSTANDING FINANCE:

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

ADD CREDIT LINES HERE

PLEASE UPLOAD BANK STATEMENTS BELOW:

Bank Account:

{{ cust_info.business_name }}

Loan Details:

{{ errors.first('Loan Number') }}
{{ errors.first('Loan Type') }}
{{ errors.first('Minimum Daily Repayment') }}
{{ errors.first('Revenue Repayment Rate(%)') }}
{{ errors.first('Repayment term in working days') }}
{{ 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: £

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

Loan Number:

{{ errors.first('loan_number') }}
{{ errors.first('loan_type') }}
{{ errors.first('minimum_daily_repayment') }}

Loan Status

{{ errors.first('deal_status') }}
{{ errors.first('business_unit_type') }}
{{ errors.first('bca_payment_frequency_type_id') }}
=
{{ errors.first('CollectionDay') }}
Outstanding Balance: £
Arrangement Fee (%): %
Repayment Amount: £
Committee Members:
Status Code:
Debenture:
Funded Date * {{ errors.first('funded_date') }}
Close Date
Committee Date:
{{ errors.first('loan_number') }}
{{ errors.first('loan_type') }}
{{ errors.first('minimum_daily_repayment') }}

Loan Status

{{ errors.first('deal_status') }}
{{ errors.first('business_unit_type') }}
{{ errors.first('bca_payment_frequency_type_id') }}
=
{{ errors.first('CollectionDay') }}
Outstanding Balance: £
Arrangement Fee (%): %
Repayment Amount: £
Committee Members:
Status Code:
Debenture:
Funded Date {{ errors.first('funded_date') }}
Close Date
Committee Date:
Committee Meeting Notes:
Committee meeting date must be in the format dd-mm-yyyy
{{ errors.first('credit strengths') }}
{{ errors.first('credit weekness') }}
Member Vote Rationale
{{ errors.first('Further Information') }}
{{ errors.first('Major Reservations') }}
{{ errors.first('Decision') }}
{{total_outstanding_balnace}}