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CAPITALISE PARTNERS - bermans accountants

Bermans has partnered with Capitalise to make it easy for your clients to access funding

WIDE RANGE OF CHOICE

About Capitalise

Capitalise helps you and your clients to save considerable time and money by bringing together the UK's leading mainstream, independent and alternative lenders into one easy to use platform.

In as little as 3 minutes, you'll be presented with a range of specially selected partners who can not only provide your client with the funds they need, but have a proven track record of successfully funding similar businesses within their sector.

From asset finance, invoice finance and trade finance to merchant cash advances, working capital loans and property funding, you'll be able to quickly and easily submit multiple applications with or on behalf of your client. 

Thanks to your Bermans’s membership, you can now receive a wide range of rewards such as credit report downloads, sector update webinars and a 40% revenue share for each successful application that is taken by your clients.

CONTROL THE PROCESS

How it works

Capitalise brings the entire funding search to your fingertips, allowing you to lead, collaborate, follow and track the progress of multiple applications from a single, accessible entry point.

Choose to invite your clients to fill in the initial financial questionnaire themselves online and follow this up with a meeting to finalise their application, or alternatively complete the funding search on their behalf as part of your service.

Either way, you’ll both be able to upload documentation to support the applications, giving you the best possible chance of securing attractive funding opportunities quicker than ever before.

Ready to get started? 

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Stay informed

Keep on top of each submitted application with real time updates informing you of progress every step of the way. Be the first to know once a loan has been approved and instantly access underwritten terms which you'll then be able to relay to your client.

Our secure website has been created to help accountants easily manage client activity, allowing you to free up resources and claim back valuable hours during your working day.