Explore more insights

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.

finance
profitability
help
alternative finance
invoice finance
fintech
news
accountant
case study
trade finance
contract finance
working capital
startup loans
refinancing
fashion finance
merchant cash advance
future accountant
product of the month
women in funding
partner of the month
business tips
accountants
accounting
product
forecasting
live session
accountex
2019
capitalise
funding
monitor
ai
international women's day
covid19 coronavirus
corporate finance
accounting firm
m&a
asset finance
hire purchase
businesses
credit score
rls
business funding
business credit score
south africa
business
adviser
small business
business loan
property finance
commercial mortgage
credit imporvement
spring budget 2023
small businesses
spring budget
ccj
inflation
commercial mortgages
trade debtors
cash flow
truck finance
late payments
lorry finance
manufacturing
building a financial safety net
healthcare
trade debtor days
overdraft
bridging loan
credit checks
interest rates
overtrading
templates
balance sheet
construction
bad debt
company credit checks
debt collection
credit control
check company credit
business loans
instant offer
credit scores
credit review service
economy
company credit check
commercial property
revolving credit facility
line of credit
property
Follow Us
Sign Up to Receive Updates

Related content

  • Post Wrapper

    business tips, accountants

    When working remotely becomes more than just a dream

    Hear how Ben Nacca achieved the dream

    Adriana Amato
  • Post Wrapper

    news, finance, accountants

    Tier 1 lenders increase their product offering

    So much more than just working capital. 

    Paul Surtees
  • Post Wrapper

    news, accountants, fintech

    Nesta Open Up Challenge Finalist

    Capitalise wins a place on the Open Up Challenge Stage 2 by Nesta's Challenge Prize Centre:

    Paul Surtees
  • Signup to our newsletter

    Have insights about the accounting community sent straight to your inbox. Sign up to our newsletter.