What to prepare
company number
registered office and trading address
director details
supplier quote or invoice
deposit and term preference
business bank statements
latest accounts or management figures if requested
Why these details matter
Lenders want to understand the business, the asset or funding purpose, the supplier, the amount, the deposit, affordability and who is authorised to proceed. Preparing this information early can reduce delays and avoids turning a finance enquiry into a long back-and-forth.
A checklist is not a guarantee of approval. Finance remains subject to status, affordability, lender criteria and final documentation.