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Smarter government backed working capital

Find out all about our new working capital questionnaire. 

Rob Guard Mar 16, 2021

We’re pleased to announce the launch of our brand new working capital questionnaire - a big step forward in helping ensure your clients are served with the capital they need, fast.

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With many lenders building financial intelligence into their application processes, it’s more important than ever to ensure the financials provided during the search and application process are accurate and up to date. That's why we’ve brought accounting integrations from Xero, QuickBooks and Sage into our process, fetching the latest financials and pre-filling the search and profile.

Our new flow is also smarter and faster; our improved credit search automatically brings in more data to help complete the application process within a second - take a look for yourself below:



When using our new questionnaire flow to search for working capital, you’ll be glad to find our Serviceability tool ready to greet you too - you can find out more about how to understand a client's affordability here.

CBILS deadline is looming

The deadline for CBILS applications is confirmed for the 31st March, so now is the time to apply. In the leadup to the original cut-off time, lenders were inundated with applications and turnaround times moved from days to weeks. We still have not seen this normalise, and the general sentiment is that this will continue to be the case. Using our new working capital questionnaire you can find eligible CBILS lenders for your clients quickly, and with the application pre-filled from cloud accounting data that’s one less thing to worry about.


Benefits of CBILS

  • Borrow anywhere from £50,001- £5,000,000
  • No repayments for the first 12 months 
  • All fees covered by the government 
  • No interest payable for the first 12 months
  • Maximum borrowing of 25% of 2019 turnover
  • No personal guarantees up to £250k (multiple loans can be taken across different providers)
  • Cheaper rates than have been historically available 
  • Refinancing of Bounce Back Loans for larger quantums

Want to learn more? 

Our Capital Advisory platform does the hard work of knowing where your clients are at so you don’t have to. See your client portfolio, differently.

Book in a consultation or speak to your Partnership Manager or Support team today.


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