Please share any relevant information you have for a preliminary assessment of the scenario, however the most helpful data is:

  • Details of customer Annual Turnover and Profit for the previous Financial year. (This will need to be verified via complete financial statements including Profit & Loss and Balance Sheet if the client proceeds with a full application.)
  • CSV file with bank details if possible – 365 days
  • Business name + ABN
  • Nature of business
  • Website or social media profiles
  • Time in business
  • Director score (if known)
  • Details of other loans 
  • Loan amount required
  • Loan purpose
  • Preferred loan term