1. One of our appointed specialists from TrailBlazer Finance will then contact you on behalf of Connective Broker Funding to arrange a convenient time for a call. This call will usually take up to 30 minutes. At the end of the call you will receive an overview of what options you have available to consider and what the next steps are should you wish to proceed.
2. If the outcome of the needs analysis call is positive, you will be assisted to obtain a trail book and performance valuation. This is a paid service (offered at a subsidised rate to Connective Brokers taking out a facility), and involves the Valuer uploading every commission payment made to you on every loan in the past two years (don’t worry, this data is available to us in Mercury and we can help you download it!).
3. You will then receive a complimentary review service where the results of your valuation will be explained. You will also get some useful benchmarking to show how you rank compared to your peers. Finally, your suitability for a loan facility will be confirmed and a written loan offer provided for your review.
4. In parallel, we progress with the paperwork and set up all the necessary loan payments and security for your new facility.
5. That’s it! 4 easy steps and in less than 1 month you can access your own tailored Connective Broker Funding facility to assist your business. Just another way we at Connective work to help you succeed!