01
Clarify
Purpose, amount, timing and entity structure.
A clear process before lender submission.
Structured enough for complex files; practical enough for business owners who need clarity quickly.
02
Assess
Cash flow, bank conduct, ATO, security and documents.
03
Structure
Facility type, term, lender pathway and risk positioning.
04
Source
Engage suitable lenders and manage questions.
05
Execute
Coordinate approval, documents and settlement.
Assessment output
The objective is a finance process aligned with lender appetite.
Suitable
Approach lenders
The file has a credible pathway and documentation base.
Structure
Further work
Additional context, documents or risk positioning are required.
Pause
Not ready
The request is not viable at this stage or needs improvement first.