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Asset Finance application experience

Review Loan Agreement and initiate settlement

We have made the Asset Finance experience better for you and your customers.
  1. Reduce time to settlement by providing more information upfront.
  2. Request a pre-assessed amount in the applications notes.
  3. Assess eligible customers for an amount they can use for future asset purchases.

Settlement Experience

Review Loan Agreement and initiate settlement

You can review Business Overdraft, Equipment Line, Asset Finance & Term Loan Agreements within Shift Connect and initiate settlement (in and out of business hours).

  1. Log in: Go to the Applications tab and select ‘Approved’ application.
  2. Review Agreement: Read the Facility Agreement and Terms and Conditions.
  3. Initiate Settlement: Click ‘Send to signatories’.
    We'll then send an SMS and email to your customers, letting them know their business finance has been approved. They'll be asked to log in to Shift Online to check and sign the Agreement.
  4. Finalise Settlement: Once your customers have signed the Facility Agreement and complete AML checks, settlement will occur.