Decision Tree

Business Name *

Contact at Business *

First

Last

Contacts Telephone Number *

Is this a limited company? *

Does the business have any adverse credit registered against them? *

If yes, what is the adverse credit for? *

Defaults
CCJ
Bankruptcy
CVA
IVA
Winding up petition

Has it been satisfied? *

Introducer Name *

First

Last

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Introducer Email Address *

Introducer Telephone Number *

Which Fiducia Office are you based at? *

This client has been referred as we need to gather some more information. Please call our office on 01482 635400 so we can discuss the requirements further.

This client has been declined. Unfortunately, given the client's current financial standing it is unlikely that we will be able to assist.

What assistance is required? *

Is the equipment new? *

Is the equipment supplied by a dealer or is it a private purchase? *

Dealer
Private Purchase

Congratulations, this client appears to be suitable for finance. Please complete the remainder of the form.

This client has been referred as we need to gather some more information. Please call our office on 01482 635400 so we can discuss the requirements further.

Is the equipment supplied by a dealer or is it a private purchase? *

Dealer
Private Purchase

Is the equipment less than 5 years old? *

Congratulations, this client appears to be suitable for finance. Please complete the remainder of the form.

This client has been referred as we need to gather some more information. Please call our office on 01482 635400 so we can discuss the requirements further.

Is the property freehold or leasehold? *

Freehold
Leasehold

What is the current value of the property? *

What is the current outstanding mortgage on the property? *

What is the loan to value you expect to get approved for the client? *

How much additional deposit does the client require? *

How long has the business been trading? *

Less than 2 years
Between 2 and 5 years
More than 5 years

How many years are left on the leasehold for the property? *

Congratulations, this client appears to be suitable for finance. Please complete the remainder of the form.

This client has been referred as we need to gather some more information. Please call our office on 01482 635400 so we can discuss the requirements further.

How long has the business been trading? *

Less than 2 years
Between 2 and 5 years
More than 5 years

What was the turnover in the company's latest accounts? *

Is the company profitable? *

What was the profit in the company's latest accounts? *

This client has been referred to the underwriter as it is unlikely to be approved for a business loan. However other options may be available. Please call our office on 01482 635400 so we can discuss the requirements further.

Congratulations, this client appears to be suitable for finance. Please complete the remainder of the form.

How long has the business been trading? *

Less than 2 years
Between 2 and 5 years
More than 5 years

Are the Company's customers consumers or other businesses? *

What was the turnover in the company's latest accounts? *

Is the company profitable? *

What was the profit in the company's latest accounts? *

How many days credit do the company offer to their customers? *

Is the company involved in any of the following industries? *

Construction
Retail
Gambling
None of the above

This client has been referred as we need to gather some more information. Please call our office on 01482 635400 so we can discuss the requirements further.

Congratulations, this client appears to be suitable for finance. Please complete the remainder of the form.

I understand that the client *

is suitable for finance.
has been referred.
has been declined.

Business Address *

Address Line 1

Address Line 2

City

State / Province / Region

Postal Code

Country

Name (Commercial Broker) *

First

Last

File Upload

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Please upload any relevant documents you have collected from the client. To select multiple documents, press control and click each file.

Additional Notes

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Fiducia Helpline Number: 01522 420707

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Fiducia Helpline Number: 01522 420707

Decision Tree

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