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  5. Capitalise launch Estimated Serviceability Calculator

The Capitalise Capital Advisory Platform is connected with over 100+ lenders and has handled tens of thousands of offers. With that knowledge they’ve introduced an Estimated Serviceability component, integrated into the funding search journey.

Powered by cloud accounting financials

Using data from Xero, QuickBooks, or Sage cloud accounts, Capitalise are able to build a picture of your client’s affordability.

Steps:

  1. After you’ve created a funding search use the “Pre-fill application” feature
  2. Connect to Xero, QuickBooks or Sage Business Cloud
  3. See information in Trader History and other sections complete
  4. See Estimated Serviceability populate
  5. Check the numbers

Estimated Serviceability in action…

Five ways affordability can affect your client:

  • Amount
  • Term of the loan
  • Dividends
  • Repayments
  • Interest rate

Checkout their recent webinar to find out more

Want to find out more about Capitalise? Check out their directory listing here.

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