YOUR BROKER TOOLS
THE BROKER WORKBENCH
Sharpen the case before the conversation.
Practical tools for analysing accounts, exploring facility economics and proposing a bespoke deal.
Case finder
A quick guide to possible finance routes based on your client’s objective, case complexity and approximate size.
Find a starting route 02 / ANALYSE THE COMPANYFinancial health check
Enter one to three years of accounts, review ten financial ratios and trends, then print a confidential illustration.
Analyse company accounts 03 / SEE THE ECONOMICSFacility illustrator
Explore the gross loan, published example deductions and net advance for a collateral-backed transaction.
Illustrate a facility04 / MANUAL PROPOSAL MODE
Open terminal →Manual Input for Structured Bespoke Finance Application
Specify the deal your customer wants. Propose assets, rates, deposits and escrow conditions, compare the figures and send your request for manual review.
These tools support a broker briefing. No tool result is an underwriting decision, credit approval or formal offer of finance.