{"id":16498,"date":"2022-01-26T10:14:57","date_gmt":"2022-01-26T10:14:57","guid":{"rendered":"https:\/\/swoopfunding.com\/na\/?page_id=16498"},"modified":"2023-06-07T14:18:26","modified_gmt":"2023-06-07T14:18:26","slug":"help","status":"publish","type":"page","link":"https:\/\/swoopfunding.com\/na\/advisors\/help\/","title":{"rendered":"Swoop for Advisors help"},"content":{"rendered":"\t\t
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Smart tech built by accountants, for accountants<\/h1>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Smart tech for Advisors.
Advanced finance-matching and deal flow management.As accountants and advisors are called on to help their clients grow - Swoop will work with you to discover the right funding solutions across debt, equity and grants, identify and easily make savings, making you indispensable to your clients.<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t
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Product-related FAQs<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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\n\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t<\/path><\/svg><\/span>\n\t\t\t\t\t\t\t\t\t\t<\/path><\/svg><\/span>\n\t\t\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\tHow do I invite a colleague?<\/span>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t
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Select the \u2018Users\u2019 tab on the left of your screen. You\u2019ll have the option to add another user on the right of the table. <\/span><\/p><\/span>\t\t\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t

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Simply click on \u2018add client\u2019 in the top left-hand corner of your screen and you\u2019ll be given the option to either upload the client yourself or invite them to do so. If you choose to invite them, we\u2019ll just need their name and email address. Following this, they\u2019ll be sent an email with a link to sign up. <\/span><\/p><\/span>\t\t\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t

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\n\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t<\/path><\/svg><\/span>\n\t\t\t\t\t\t\t\t\t\t<\/path><\/svg><\/span>\n\t\t\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\tWhat are capital reports, how do I get them and how do I view them?<\/span>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t
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Capital reports are a way for us to take a client\u2019s publicly available information from a number of sources, such as Beauhurst, Companies House and Credit Safe and compile a report that shows what funding options could be explored.\u00a0<\/span><\/p>

To create these, all we need are the client\u2019s company name and number. To request a capital report, either get in touch with your account manager or email <\/span>advisor@swoopfunding.com<\/span><\/a>.\u00a0<\/span><\/p>

To view these reports once they\u2019ve been completed, go to the \u2018clients\u2019 section of the platform, select the client whose report you want to view and go over to the document library. <\/span><\/p><\/span>\t\t\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t

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You can monitor both of these on the \u2018applications\u2019 section of the platform. To view the application status and the fee you would receive upon completion, scroll to the right.<\/span><\/p>

Once a client has been funded, it takes up to 30 days for us to receive payment from the funder. We will then pay you the appropriate commission within 7 days of that date. <\/span><\/p><\/span>\t\t\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t

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Yes, there are two tiers;\u00a0 Starter and Advisor.<\/span><\/p>

Starter\u00a0<\/p>