General Process

Updated 5 Feb 2025

Step 1: Quote the customer repayments.

To do this, you’ll need to use our online calculator.
This can be accessed via the website, the login, or via API, e.g. through Pylon.
You can generate a formal quote to be sent to your customer, or just quote them the numbers.

There are multiple ways of accessing the application form:
1. You can submit yourself and creating “New Commercial” application after logging into the portal.
2. You can forward the details of the client (name, phone, email, system specs) and we can do the application over the phone.
3. You can send the customer your unique referral link. The customer can then complete the application on their own.
For a more detailed view of the application process, click here.

This usually takes 24 hours but can depend on the financier.
During this process we are mainly checking the customer’s credit file for issues.

Once the loan is formally approved, we will notify you via email.
The email will contain a list of “settlement conditions” we require returned in order for payment to be received.
You can also access this list on the portal.
Settlement conditions can be uploaded via the portal or emailed through to us.

Once all conditions from the customer have been received, we will move the deal to “Ready for Install”.
You can do the installation whenever you want, but we suggest waiting for this stage before proceeding. We don’t want the customer to delay payment because they are not sending documents through.

Once the installation is complete, to initiate settlement, upload your remaining conditions. This is usually serial numbers and tax invoice.
For your first settlement we will also need a bank statement or a bank deposit slip. Don’t worry, we don’t care about how much money is in your account. We just need to confirm your banking details match the invoice, to prevent fraud. It’s for your own protection.
Settlement usually takes about 24 hours and once complete the funds go through overnight.

Webinar

Join our commercial webinar if you’d like to learn more.