Scaling access to finance in your firm with document and lender updates
We’ve been looking at how we can make the process of obtaining finance for clients less work, email back-and-forth and how to scale the service line in your firm at scale without headaches of adding new processes.
Capitalise is a ready to roll service line for your practice and as part of this we’ve developed a new task system which shows a timeline of a client’s progress and also makes clear what documents are needed to complete a funding search.
The new task system consists of an audit trail of events, providing a clear overview of a funding search. This makes informing clients on the progress of a funding search and knowing what action is required next completely effortless.
To reduce the amount of emails we are introducing the beginning of communicating directly to lenders through Capitalise. Provide simple feedback to lenders on offers with ease with our new one-click feedback. Easily update lenders if you are ‘awaiting a decision’ from your client or if you would like to ‘continue with an offer’ made.
This is in development and will be released in the coming month.
Jump in a see everything you need to do...
With a number of different processes and platforms going on we want Capitalise to be easy to dip into without having to spend time figuring out what to do. Our task system has a view to see all the tasks in a single, holistic view to support you with the scale of tasks to action for multiple funding searches.
This allows you to upload required documents and provide one-click feedback to lenders for multiple active funding searches with ease.