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Accountants Features Client funding

DO MORE THAN REFER

Access a marketplace of 20+ lenders

SMEs are 4x more likely to get funding with your guidance and our faster, fairer market comparisons.
Help your clients build stronger balance sheets
Sign up for free Or give us a call today on 020 3696 9700.
We're ready to help.

HOW MARKETPLACE WORKS

1
Answer questions about your client’s business
As you enter your client's information and requirements, we work down from our 20+ lenders to work out the most relevant ones to your situation. 
check icon Speak with your client and use our Funding Questionnaire
check icon Interactive guidance to help with the questions
check icon No personal credit checks
2
We match your client with four lenders
We review your information to create a shortlist of the most relevant lenders suited to your client's funding needs. Select four providers and proceed to your application.
check icon Compare guideline rates
check icon Indicated likelihood of offer
3
Complete one application for or with your client
Complete our single, consolidated application with the necessary information to receive an offer. Lenders may ask for additional information if the application requires it.
check icon Instant offers for working capital under £25k
check icon Support from our funding specialists
check icon Sage and QuickBooks integrations
4
Review your offers and accept funding
Offers and response time will vary depending on the financial solution, from instant for unsecured finance to several days for secured finance.
check icon Offer progress timeline
check icon Review offers and manage providers
check icon Accept offer and get funded

WANT TO GET SERIOUS ABOUT FUNDING?

We can help you introduce funding as a service line, with insights into process, pricing and communication.

BENEFITS OF MARKETPLACE

Save time with a simple application

Create one funding application to send to four lenders straight within our platform, tracking the process from start to pay out. Work smarter, not harder.

Navigate the lending market

With more than 100 lenders on our platform, we’ve done the research so that you don’t need to. We tell you which lenders are best suited to your client’s business and requirements. 

Capitalise support on hand

We have our own funding specialist team who are ready to help you through the process. They know the lending market and, more importantly, how to get your clients funded. 

Borrow our Playbook

Access to a dedicated account management team that will work closely with you to ensure you achieve your client's desired outcome.

CHECK OUT OTHER FEATURES

Deepen your funding knowledge

Our online educational tool takes you through the funding market, its products and how to talk funding with clients. Get Capitalise certified today.

Build a service line around funding

A 90 day programme that trains, supports and helps you roll out funding as a service line in your practice. For the firm that is serious about funding.

Get the latest funding, product and event updates

Everything from you'd expect from a newsletter PLUS competitions, treats and even collateral to help you promote funding to your clients.