We will help your clients create bullet-proof loan applications. They’ll have the data they need, in a way that lenders like it, to bolster their chance of hearing that all important YES!
Your clients benefit from a paperless loan application, with decisions and funds delivered in a matter of hours.
With Pulse, your clients can finally see things clearly before they even start thinking about accessing funding and understand what their data is really telling them.
After using our monthly reports, if your clients then go on to take out a loan through Nucleus, we’ll pay you a commission!
Giving you a head start on ensuring they easily surpass any financial hurdles that ever come their way!
business owners generate automated, accurate financial reports that contribute towards a complete picture of their business’s financial health. Brokers can then use this information when they are representing their client, although without Pulse, there might still be some footwork to do before all of that data can be accurately assembled.
Pulse’s groundbreaking interface takes regular fintech integrations a step further. Through the read-only access that Pulse is given permission to, our interface provides key performance data reports, like turnover trends, profits and losses, plus margin and liquidity analysis. Monthly reports are then sent to our clients and they are given actionable insights to help keep their business running smoothly.
Our client’s management accounts are also kept up to date through Pulse’s real-time analytics, keeping them up to date with how their business is doing financially, and keeping them on track towards their aspirations. Once it comes to seeking finance, our easy-to-understand data can be presented to potential lenders, completely digitally, increasing their chances of success.
Through the utilisation of Open Banking and Open Accounting fintech, Pulse can provide brokers with all the real-time financial data and cash flow projections of their potential clients through frequent monthly reports. Data is provided through an easy-to-understand interface, meaning brokers can help their clients make informed, data-driven decisions regarding the facilities that their business is seeking.
The financial insights Pulse gleams through its Open Banking and Open Accounting integrations make it a groundbreaking tool for brokers, significantly enhancing risk assessment and helping with their decision-making. Equipped with full and frequent analysis of company accounts, brokers can gain a complete picture of a potential client’s financial health.
Based on a client’s management accounts, brokers can not only determine the correct facility for them with a greater degree of confidence, but the financial data they have will also streamline the decision-making process. Brokers can quickly see if a client’s finances align with their business plan, then present this data to potential lenders with concise and clear information, helping to ensure their loan applications are seen in the most convincing light.
Yes! There are a number of extremely valuable ways in which Pulse’s easy-to-use, intuitive interface, can improve a broker’s ability to be more efficient in successfully delivering for their clients.
Due to the way Pulse delivers its financial insights through integrating with users’ Open Banking and Open Accounting data, brokers no longer need to rendezvous with their client’s accounting team, nor rely on important financial details to be gathered before they can access those all-important management accounts, revealing business liabilities or profit and loss statements.
More than this, Pulse delivers important business trends that can help brokers deliver accurate information to their client’s financial service provider, increasing their chances of securing a facility. Readily available business analytics will save brokers time and resources, ultimately leading to faster turnarounds for both the broker and their client.
To learn how to sign up to Pulse, or to speak to one of our team members to find out more, feel free to get into contact with our team at any time!
Pulse creates unique, data-driven strategies for individual clients, attuned to their own business needs, as a result, a broker can use these metrics to develop trust and a personalised experience for their own clients who are seeking funding. By having a client’s financial data all consolidated into a single interface, a broker can gain instant access to a business’s important financial data, namely its turnover, profit and loss, margin and liquidity figures, and help them figure out the best possible facility.
Pulse goes further than other current fintechs on the market, through its interface, it presents ways for professionals like brokers to access their client’s business data without the need to wait on human resources. While the traditional delivery of consistent management accounts requires the use of an accountant, Pulse can deliver guaranteed monthly reports while eliminating any chance of human error. It is accurate, fast, and can present tailored financial insights to anyone who has been granted access.
Demonstrating that you understand the financial intricacies of your client’s business is an ideal way to show professionalism and develop rapport. The tailored financial data Pulse produces means you will have a superior grasp of their finances, and can give unique borrowing advice on a case-by-case basis.
A personalised approach to each client will not only improve client satisfaction, but trust is a proven factor in increasing client retention, helping to get ahead of the brokering competition. Your customers will receive a superior service, and the broker can reap the benefits of more business!
Pulse is FCA compliant, and we take our clients’ financial information with peak seriousness, ensuring data security and regulatory compliance. As with other fintechs, like Open Banking and Open Accounting, which Pulse integrates with to produce its actionable financial reports, Pulse is a third-party, read-only program, capable of viewing data that it has been granted explicit access to.
If a client chooses to share their financial reports with a broker, both parties can be rest assured that the data will remain secure and confidential. Once a client has provided us with access, they will start reaping the benefits of Pulse’s analysis driven data solutions, which in turn will produce frequent, invaluable management account updates that both they and their brokers can benefit from.
For more information, explore the entirety of what Pulse has to offer here.
