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