July Masterclass – Powering Your Clients Forward: Swoop Platform Updates & Lending Market Outlook

Stay ahead with the latest Swoop features and expert insights on what’s shaping SME funding

Here’s a summary of what’s in store the july webinar:

  • Market & Lender Update: Stay informed on current funding trends and lender changes to better position your clients.
  • Guest Expert – Penfold on Pensions: Rob Wilson from Penfold discusses the Salary Sacrifice Scheme, which helps reduce clients’ wage bills by cutting National Insurance contributions. Penfold also simplifies pension management for clients, saving you time.
  • New Portal Feature – Invite a Collaborator: Easily involve clients or team members in funding applications without requiring them to create an account. Just send an email invite, and they can add details directly – streamlining the process and reducing admin.

Speakers:

  • Chris Roxburgh – Head of Advisors, Swoop Funding
  • Shane Sexton – Senior Funding Manager, Swoop Funding
  • Rob Wilson – Penfold

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