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.
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Using data from Xero, QuickBooks, or Sage cloud accounts, Capitalise are able to build a picture of your client’s affordability.
- After you’ve created a funding search use the “Pre-fill application” feature
- Connect to Xero, QuickBooks or Sage Business Cloud
- See information in Trader History and other sections complete
- See Estimated Serviceability populate
- Check the numbers
Estimated Serviceability in action…
Five ways affordability can affect your client:
- Term of the loan
- Interest rate
Want to find out more about Capitalise? Check out their directory listing here.