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accountants, funding

New, faster funding application process

Product update

Ollie Maitland Mar 09, 2023

We’ve just released an updated funding application flow to our accountant partners. We’ve been working for the last few months to improve speed, reliability of the funding application process and have also made it available on mobile applications.

 

Fewer required sections to complete 

You can now split the application into “required” information which is typically required for any lenders to consider the application and then “supporting” information which is often asked as a follow-up.

This means our accounting partners can get the application out faster to lenders with less data gathering.

 

Funding specialist review 

One small change is that once you’ve completed the required sections you can then “submit for review”, which will then send the application over to our Funding Specialist team to review and check the lenders.

Serviceability calculator has moved 

Another recent change is that we’ve removed the “Serviceability” calculator section from the funding applications, as we have a new “Funding Calculator” coming soon. Watch this space for the release.

 

Complete applications in less time 

We’re always conscious that there are only so many hours in a day to get things done so hopefully this helps to make applications faster and easier to get your clients access to funding.

If you have any troubles then please drop us a line on chat as we’ve love your feedback.

 

Login now and try for yourself.

 

Or, if you're not a Capitalise partner, you can sign up today.

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