Document checklist
Health and social care: what lenders usually ask for
We'll tell you which documents the lender needs before anything is sent. This list is the usual starting point.
Every case
- Your signed engagement letter, which includes the proposal form. We send it to you after the first call.
- Bank statements: usually the last 6 to 7 months. Some lenders ask for 3 or 12 months. We'll confirm the period for the lender we approach.
Vehicle and equipment finance
- Details of the vehicles or equipment you're buying or refinancing.
- Your latest filed accounts, plus any more recent management accounts.
Not on this list
We don't ask for bank statements, home addresses or dates of birth on the website.
Lenders may ask for details of directors and shareholders later. We'll tell you what, and why, before anything is collected.
Need funding? Start with a conversation.
Itayi reads every enquiry. If it won't fit, we'll tell you.