Our Services

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Sales support

Our dedicated team of Sales Support administrators are here to help you throughout the deal process. Whether it’s:

  • Discussing pipeline opportunities
  • Answering questions about your credit decision
  • Helping to supply additional documents for Customer Due Diligence checks
  • Resolving any missing parts to your documentation pack.

To find out more about how our Sales Support team work, read our “day in the life” story of our Sales Support Administrator, Hollie Gavin.


Simple on the outside, yet sophisticated on the inside, our online portal Asset Backer isn’t just your best way to get a quote for your customer and then submit that quote as a proposal, you can even generate electronic documents and complete electronic signatures with your customers.

To find out more and how you can register, visit our Asset Backer page.

Credit decision

Depending on the type of deal, you’ll get an automated credit decision or a human underwriter reviewing your deal, giving you the best of both worlds. We also have a dedicated LVD team who are on hand to help you get the right decision on exposures over £100k.

Given the size of these deals, there is additional risk, so to support these deals we’ll normally ask for:

  • up-to-date accounts and latest bank statements
  • management information
  • business plans
  • rationale for asset purchase
  • full asset specification
  • current mileage/km/hours (where applicable)

Customer due diligence

Customer Due Diligence (CDD) covers the Know Your Business (KYB) and Know Your Customer (KYC) checks that we, and all other banks, are legally required to complete to help reduce the risks of financial crime, and to protect against reputational risk.

For more information on our KYC process, and a handy checklist so you know what we’ll need, visit our KYC page.

Paying out your deals

Once we’ve completed the Credit Acceptance and Customer Due Diligence checks – and we’ve received all your documentation – our New Business team will complete checks on the deal to ensure everything is correct. If there’s anything missing – for example a credit condition or customer signature – your dedicated Sales Support Administrator will be in contact with you directly to walk through what we need to get your deal paid out.

We know that there can be a lot of paperwork to collate when packaging your deals.

We’ve got all our documents in one place, plus some top tips to make completing your deals simple.

Vulnerable customer awareness

Through your close contact with your customers you will see first-hand the various pressures and stresses they are going through and will know you need to adjust your approach accordingly to take these potential vulnerabilities into consideration.

We need to work together to capture this information so we can also be aware of their vulnerability. To help us know how to adapt our approach, please contact your relationship manager when you identify the customer’s vulnerability, including:

  • Customer or company name
  • Proposal or agreement number
  • Brief description of vulnerability
  • Best contact method and details
  • Best time of day to contact them
  • Did you ask if we could note down what the customer told you?

Don’t turn a blind eye to fraud

You, our brokers, are our first line of defence against fraud. You’re closer to the customer than anyone else, having the opportunity to meet them face to face or over the phone.

Don’t rely on us to detect fraud, you will see or hear things nobody else will. Trust your instincts and if it doesn’t feel right, it probably isn’t.

If you need more support, our top 10 tips for Asset Finance brokers, can help you stay sharp.

For Intermediary Use Only

T&Cs will apply, subject to status and affordability. Any asset used as security may be at risk if you do not repay any debt secured on it.