For finance brokers & business bankers

Financing enquiries that arrive with the key facts

Purpose, volume, term, collateral, company figures: your enquiry flow captures the financing basics upfront — you see at a glance whether and how the request fits your offering.

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The problem with business financing enquiries

"We need financing" — that is all it says

The enquiry names neither purpose nor scale. An €80,000 machine purchase or a €4 million property project? Working capital line or growth financing? Without these basics you can judge neither fit nor feasibility.

Documents trickle in one by one

First the email, then the call-back, then the financial figures are missing, then the collateral details. Each round costs days. By the time the picture is complete, the business owner has asked three competitors in parallel — and the fastest wins.

Poor-fit enquiries devour advisory time

Some enquiries simply do not fit — wrong scale, wrong sector, unrealistic expectations. Today you only discover this after the first lengthy conversation. With structured key data you see it in two minutes.

Pre-capture that works ahead of your process

  1. 1

    Build the flow around your criteria

    With AI support you set up the flow: legal form, sector, company age, purpose, financing volume, desired term, available collateral, revenue bracket. Conditional logic branches by purpose — property finance asks different questions than working capital.

  2. 2

    The business owner delivers in a structured way

    A serious, clearly guided flow under your branding — one question per step, save-and-resume for figures the bookkeeper has to supply, file upload for first documents such as management accounts or an exposé. The complete pre-enquiry stands in 10 minutes.

  3. 3

    You prioritise and respond with substance

    Every enquiry sits structured in your dashboard, email notification included, webhook hand-off possible. You see immediately: portfolio fit or not, which documents come next — and hold the first conversation already at eye level with the project.

Tools for financing pre-capture

Conditional logic by purpose

Machinery, property, working capital, acquisition — each purpose gets its own follow-up questions.

File upload

Attach management accounts, financial statements or an exposé right to the enquiry — no email attachment chaos.

Save and resume

Figures often arrive from the accountant first — the enquiry waits and is not lost.

Password protection & access control

Sensitive flows only for invited prospects — for instance after a first phone call.

Hosted in Germany + DPA

Company figures stay GDPR-compliant on German servers — Art. 28 DPA included.

Webhooks

Forward enquiry data automatically to your internal systems — no double entry.

A fraction of what one lost enquiry costs

Free to try (3 forms, 100 responses/month). Pro for daily operations: unlimited forms, your branding, AI included — €12/month, €9/month annually.

Free

3 forms, 250 responses/month

Pro

Unlimited, 10,000 responses/month, AI included

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Questions about financing pre-capture

Does the form make a credit decision or check creditworthiness?
No, explicitly not. The form solely structures the capture of the enquiry — it performs no creditworthiness check, queries no credit bureaus and gives no financing commitment. Credit assessment and decision rest entirely with you or the financing institution, under your processes and obligations.
How secure is the applicants' company data?
Revenue figures, financing volumes and uploaded documents are stored tenant-isolated on servers in Germany, transfer is encrypted throughout, uploads are scanned for malware server-side. You receive the Art. 28 GDPR DPA from us — the basis for integrating the pre-capture cleanly into your privacy documentation.
How does this differ from a PDF self-disclosure form?
The PDF is static: it asks everyone the same 40 questions, returns as a scan and has to be retyped. The online flow branches by purpose, enforces required fields, accepts documents digitally and delivers structured data — analysable, forwardable, no media break. And it works on the phone, where business owners actually sit in the evening.
What key data should the pre-capture ask?
The proven core: legal form, sector, founding year, purpose, financing volume and equity share, desired term, available collateral, revenue and profit brackets for the last two years, project timeline. Depending on your model: existing banking relationships and current financings. More detail belongs in the documents phase.
Do business owners really enter such figures into an online form?
Yes — if the framing is serious: your domain, your logo, a clear confidentiality note, hosting in Germany and the purpose stated ("so we can answer your enquiry competently"). Brackets instead of exact figures lower the barrier further — ranges are entirely sufficient for a first assessment.
Can we create several flows for different financing types?
Yes — Pro has unlimited forms: one flow for capital investment, one for commercial property, one for working capital. Or a single entry flow branching by purpose via conditional logic. Both work; separate flows are easier to analyse, the single one easier to link.
Can the flow integrate with our website and systems?
The flow runs embedded on your website or under your own domain (Pro). Incoming enquiries reach you via email notification and, if desired, via webhook as structured data to your internal systems. There is no off-the-shelf core-banking or CRM integration — the webhook is the clean, generic interface for that.

Your next financing enquiry arrives qualified

Set up the pre-capture, embed it on your site, respond faster and better-informed than the competition. Start free.

Set up your flow now