Select the ‘Users’ tab on the left of your screen. You’ll have the option to add another user on the right of the table.
Simply click on ‘add client’ in the top left-hand corner of your screen and you’ll be given the option to either upload the client yourself or invite them to do so. If you choose to invite them, we’ll just need their name and email address. Following this, they’ll be sent an email with a link to sign up.
Capital reports are a way for us to take a client’s 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.
To create these, all we need are the client’s company name and number. To request a capital report, either get in touch with your account manager or email advisor@swoopfunding.com.
To view these reports once they’ve been completed, go to the ‘clients’ section of the platform, select the client whose report you want to view and go over to the document library.
You can monitor both of these on the ‘applications’ section of the platform. To view the application status and the fee you would receive upon completion, scroll to the right.
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.
Yes, there are two tiers; Starter and Advisor.
Starter
Advisor
To change your plan, either contact your account manager or email advisor@swoopfunding.com.
Disclaimer: Swoop Funding LLC (“Swoop”) is a financial technology platform and commercial finance broker, not a lender. Swoop does not provide loans or make credit decisions. We match US-based firms with third-party lenders, equity funds, and grant agencies. All financing is subject to lender credit approval and the specific terms and conditions of the funding provider.
Broker Compensation Disclosure: Swoop provides its platform and matching services to applicants at no direct cost. We receive compensation in the form of a commission or referral fee from the finance providers in our network upon successful placement. This compensation may vary by provider and product. In certain instances, the commission paid to Swoop may influence the interest rate or terms offered by the lender, which can affect the total amount payable under your agreement.
Credit Authorization & FCRA Notice: By submitting an application or registering an account, you provide “written instructions” to Swoop under the Fair Credit Reporting Act (FCRA) to obtain your personal and/or business credit profile from consumer reporting agencies. This information is used solely to evaluate your eligibility for financing and to match you with appropriate lenders in our network.
State-Specific Disclosures:
Florida & Utah: Swoop complies with state commercial financing disclosure laws regarding the transparency of terms for non-real estate secured commercial transactions.
Entity Information: Swoop Funding LLC is a Delaware limited liability company. US Headquarters: 43 W 23rd St, New York, NY 10010, United States. Contact: hello@swoopfunding.com
General Terms: Applicants must be 18 years of age or older. All firms must be registered and operating within the United States. SBA loans are issued by private lenders and guaranteed by the U.S. Small Business Administration; Swoop is not a government agency. Please review our Terms of Use and Privacy Policy for full details.
If you have a complaint, please refer to our Complaints Policy.
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