Finance applications.
A clearer path to review.
Give each financing product a clear application journey. Collect the request and supporting business or applicant information in a structured form, then keep the evidence and team review connected to the same application.
Discuss financeStart with the request.
Shape it for the work.
Set up a separate Product Offering for each financing program. Choose the application sections, add questions that fit your eligibility and intake process, and make requested information easy for applicants to understand.
- Immigration financing
- Business term financing
- Revenue-based financing
Information to collect
Choose the sections and questions that match this offering. These examples can be adjusted for your own process.
- Applicant and business details
- Financing purpose and requested amount
- Revenue, income, or operating information
- Existing obligations and relevant declarations
Ask for evidence.
Keep it connected.
Choose the documents relevant to the selected offering, add custom requirements, and set each item as required or optional. Customers can see what is needed and return to the same application to respond to a correction request.
Document examples are starting points. Your Company decides what to collect and configures access for authorised user types.
Supporting information
- Identity and business registration evidence
- Financial statements or revenue records
- Supporting material relevant to the request
- Additional documents your program requires
A review path
your team can follow.
Route a submitted request to the people responsible for checking completeness and reviewing the information. Reviewers can request a correction or record an allowed approval or decline, with optional notes on the relevant section or document.
- 01Capture the financing request
- 02Check the submitted information
- 03Review the application and evidence
- 04Record the permitted outcome
Steps and permissions follow the Workflow configured for each Product Offering.
Your offering.
Your way of working.
Let’s explore how finance applications, documents, and review could fit your process.