Loan Application Dashboard

Company Data Retrieval

Enter the company name to fetch live details from Companies House.

Application Details

Search for a company to view its details.

Document Checklist

Track the status of all required documents.

Document	Status	Action
Adviser Summary*	Pending
Adviser Checklist*	Pending
Loan Application Form*	Pending
Cashflow Forecast*	Pending
Business Liabilities Form*	Pending
Business Plan*	Pending
Aged Debtors & Creditors Reports	Pending
Six Months Bank Statements*	Pending
Three Years Financials	Pending
Management Accounts	Pending
Credit Report*	Pending
Photo ID*	Pending
Proof of Address*	Pending
Personal Statement of Affairs	Pending
Location Questionnaire	Pending

AI-Powered Risk Assessment

Summarize document contents and use the AI tool to generate a key risk summary for the investment manager.

Adviser Summary Summary

Adviser Checklist Summary

Loan Application Form Summary

Cashflow Forecast Summary

Business Liabilities Form Summary

Business Plan Summary

Aged Debtors & Creditors Reports Summary

Six Months Bank Statements Summary

Three Years Financials Summary

Management Accounts Summary

Credit Report Summary

Security Assessment

Define and visualize the proposed security position.

Personal Guarantees (£)

Cross-Company Guarantees (£)

Debentures (£)