{"id":14901,"date":"2021-10-26T09:35:23","date_gmt":"2021-10-26T09:35:23","guid":{"rendered":"https:\/\/swoopfunding.com\/za\/?page_id=14901"},"modified":"2023-01-30T16:30:43","modified_gmt":"2023-01-30T16:30:43","slug":"swoop-for-brokers-help","status":"publish","type":"page","link":"https:\/\/swoopfunding.com\/za\/brokers\/swoop-for-brokers-help\/","title":{"rendered":"Swoop for Brokers help"},"content":{"rendered":"\t\t
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The digital platform for Brokers<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Smart tech for brokers.
Advanced finance-matching and deal flow management.<\/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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FAQs<\/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\t<\/div>\n\t\t<\/section>\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<\/i><\/span>\n\t\t\t\t\t\t\t\t\t\t<\/i><\/span>\n\t\t\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\tHow to add clients<\/span>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t
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  • A) Manually<\/span>
    • Onboard your client and immediately start looking for funding on their behalf<\/span><\/li><\/ul><\/li>
    • B) Invite client<\/span>
      • Invite your client to describe their funding requirement, then instantly see their input within their client profile.<\/span><\/li><\/ul><\/li><\/ul><\/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<\/i><\/span>\n\t\t\t\t\t\t\t\t\t\t<\/i><\/span>\n\t\t\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\tFind matches<\/span>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t
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        By describing your client\u2019s requirements, our smart matching algorithm will suggest the most appropriate funding matches across debt, equity and grants.<\/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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        • Advanced document generation via accountancy software and open banking integrations<\/span><\/li>
        • No more email. Request documents from your client using secure one-use links, with documents being uploaded directly into their client profile for you to access.<\/span><\/li><\/ul><\/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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          • Complete our pre-filled application form within the app\u00a0-\u00a0no need for printouts<\/li>
          • No more double and triple entry - our application form re-uses your input in subsequent applications to save you time and effort.<\/span><\/li><\/ul><\/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<\/i><\/span>\n\t\t\t\t\t\t\t\t\t\t<\/i><\/span>\n\t\t\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\tSubmit to Swoop<\/span>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t
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            When you Submit to underwriting, we will handle the submission and update you on the progress.<\/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<\/div>\n\t\t\t<\/div>\n\t\t\t\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<\/i><\/span>\n\t\t\t\t\t\t\t\t\t\t<\/i><\/span>\n\t\t\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\tDoes Swoop for Brokers offer support and training?<\/span>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t
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            Swoop for Brokers will provide full training on how to use the platform, as well as an educational session around the different products and lenders available via the platform. Swoop for Brokers will provide any additional and ongoing training as needed.\u00a0<\/span><\/p>

            Each broker will get a dedicated account manager to support with any technical issues, general queries and feedback.\u00a0<\/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<\/i><\/span>\n\t\t\t\t\t\t\t\t\t\t<\/i><\/span>\n\t\t\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\tDoes Swoop for Brokers cover my compliance under the FCA?<\/span>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t
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            The Swoop for Brokers platform has been developed so that brokers can prepare and submit deals to lenders in such a way that no Appointed Representative status is required for the FCA.\u00a0<\/span><\/p>

            However, we know some brokers would prefer Appointed Representative status and we are happy to provide this under Swoop\u2019s FCA licence. <\/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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            Swoop for Brokers can provide indemnity insurance to brokers who are using the platform. Please speak to a sales representative or register your interest to learn more.<\/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<\/i><\/span>\n\t\t\t\t\t\t\t\t\t\t<\/i><\/span>\n\t\t\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\tWhat packages are available?<\/span>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t
            \n\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\tWe know that all brokers have different needs. With this in mind Swoop for Brokers has created the following packages:\n<\/span>\n\n\n\n\n
            Tech package<\/span><\/td>\nAccess to the tech platform to allow client onboarding, bank and accountancy integrations, whole of market access, deal tracking, dynamic applications and deal submission. You'll also receive ongoing training and support from Swoop's specialist broker team.<\/span><\/td>\n<\/tr>\n
            Tech + white label (own branded site)<\/span><\/td>\nTech package + own branding on all client-facing software. A white label site enables the broker or brokerage to onboard clients with Swoop\u2019s smart onboarding.<\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table><\/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<\/i><\/span>\n\t\t\t\t\t\t\t\t\t\t<\/i><\/span>\n\t\t\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\tWhat products does Swoop for Brokers cover?<\/span>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t
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            Swoop offers the widest range of products in the market, including:<\/span><\/p>

            • Commercial mortgages<\/span><\/li>
            • Unsecured business loans<\/span><\/li>
            • Asset finance<\/span><\/li>
            • Bridging loans<\/span><\/li>
            • Secured loans<\/span><\/li>
            • RLS<\/span><\/li>
            • Startup loans<\/span><\/li>
            • Invoice finance<\/span><\/li>
            • Working capital loans<\/span><\/li>
            • Credit lines<\/span><\/li>
            • Property development finance<\/span><\/li>
            • Tax loans<\/span><\/li>
            • Merchant cash advance<\/span><\/li>
            • Equity\u00a0<\/span><\/li>
            • Grants<\/span><\/li>
            • R&D tax credits<\/span><\/li><\/ul><\/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<\/i><\/span>\n\t\t\t\t\t\t\t\t\t\t<\/i><\/span>\n\t\t\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\tWhy choose Swoop for Brokers? <\/span>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t
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              We offer a <\/span>full tech solution<\/b> which reduces the hours of admin work spent;\u00a0<\/span><\/p>

              • finding the right lender,\u00a0<\/span><\/li>
              • chasing the client for documents,\u00a0<\/span><\/li>
              • submitting to individual lenders via a manual process.\u00a0<\/span><\/li><\/ul>

                We cover the full range of debt products but unlike any other provider we can help your clients find <\/span>equity<\/b> investment or apply for a business <\/span>grant<\/b>.<\/span><\/p>

                Swoop for Brokers covers all the <\/span>compliance<\/b> hassle and can provide <\/span>Appointed Representative<\/b> status if required.<\/span><\/p>

                Competitively priced<\/b> versus competitors.<\/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<\/div>\n\t\t\t<\/div>\n\t\t\t\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\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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