How do I create a Commercial Fact find for loans?

This document shows you how to complete the first area of the commercial fact find. This relates specifically to the need for additional capital requirements of the business being raised through a loan.


Locate your corporate client and enter the commercial fact find. Please refer to the knowledge base article titled Commercial Factfind – Introduction for further assistance if required.

Now click on Commercial Finance, Factoring and debt collection data

The first screen that will be displayed will be the Requirements tab of the Loans section.

Complete any fields as required then click on the Security tab and complete the questions asked. Click on the Notes sub-option on the left to add any further text based notes you may require.