Document Hub
Here, you'll find all the templates, docs, agreements, and marketing materials, to help you run your business successfully.
Table of Contents
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Fact Find Forms
Use these forms when conducting fact-find calls, they act as a guide and a base to qualify prospects as quickly as possible.
Business Finance
Property Finance
Development Finance
Asset Finance
Invoice / Trade Finance
Application Forms
When the client is ready to apply, this is the form they should fill out and return with the required documents.
Unsecured Business Loan
Secured Business Loan
Asset Finance
Invoice Finance
Trade Finance
Merchant Cash Advance
Business Acquisition
Commercial Mortgage
BTL Mortgage
Bridging Finance
Development Finance
Doc Upload Link
App Email Templates
Save these templates into your email client, i.e. Outlook or Thunderbird, for easy access and time saving, when coming off a call with a prospect.
App Email Templates
Document Checklists
When an app form and documents arrive back, use these checklists to make sure all the documents are present and correct, this saves time with lenders.
Unsecured Business Loan
Secured Business Loan
Asset Finance
Invoice Finance
Trade Finance
Merchant Cash Advance
Business Acquisition
Commercial Mortgage
BTL Mortgage
Bridging Finance
Development Finance
Loan Offer Templates
Use these to send loan offers to your clients without giving away the lender, these incorporate a broker agreement also.
Unsecured Business Loan
Secured Business Loan
Asset Finance
Invoice Finance
Trade Finance
Merchant Cash Advance
Business Acquisition
Commercial Mortgage
BTL Mortgage
Bridging Finance
Development Finance
LinkedIn Finance Posts
These are social media posts optimised for LinkedIn, specifically by finance type. Try to post these every other week on a rotation.
Unsecured Business Loan
Secured Business Loan
Asset Finance
Invoice Finance
Trade Finance
Merchant Cash Advance
Business Acquisition
Commercial Mortgage
BTL Mortgage
Bridging Finance
Development Finance
LinkedIn Industry Posts
These are social media posts optimised for LinkedIn, specifically by finance type. Try to post these every other week on a rotation.
Property Investment
Property Development
Renewable Energy
IT & Systems
Telecomms
Manufacturing
Retail
Transport & Haulage
Construction
Hospitality
Private Healthcare
Accountants