What information do I need to provide for a Quick Quote?
Quick answer: the essentials you must provide
For a Quick Quote you should provide accurate business contact details, the funding purpose and amount you need, key financials (turnover and profitability), and a clear indication of any assets or security available.
These core items let our AI and partner lenders quickly assess eligibility and match you to relevant finance routes.
Business identity and contact details
Company basics
Supply your company name exactly as registered and the company registration number (CRN) if you have one. This helps lenders and brokers check basic validation and speeds identity checks.
Trading address and operating history
Provide your trading address and the length of time the business has been operating. Lenders commonly prefer established businesses with at least 12 months’ trading history for many commercial finance products.
Primary contact
Give the name, role, phone number and business email of the person handling the enquiry. A named contact avoids delays when lenders request clarifications or missing documentation.
Purpose of funding and amount required
Clear loan purpose
State why you need finance (for example: working capital, equipment purchase, fleet acquisition, premises fit-out, invoice finance, or refinance). Lenders tailor products to use-cases, so clarity matters.
How much and over what term
Indicate the amount you require and an indicative repayment term or preferred term length. If you can provide a target monthly payment range, that also helps shortlist realistic options.
Intended start date
Tell us when you need the funds; e.g. immediately, within 30 days, or a longer planning horizon. Urgent requests may change the set of feasible lenders and turnaround expectations.
Financials, credit and security
Recent turnover and profit metrics
Share your latest annual turnover and (if available) pre-tax profit or EBITDA. Lenders use these figures to assess affordability and fit for products such as asset finance and invoice finance.
Bank account and cashflow notes
Describe which business bank you use and whether you have an overdraft facility. A short note on typical cashflow patterns or seasonal peaks gives lenders context for suitability.
Credit history and adverse events
Disclose any recent CCJs, defaults, insolvency histories, or litigation affecting the company or directors. Being upfront about adverse events avoids wasted time and helps match you to lenders who consider higher-risk profiles.
Security & assets (if relevant)
If you plan to use business assets as security, list the asset types, approximate values and ownership details. Asset-backed finance products (for example, equipment finance or vehicle finance) benefit from clear asset information and valuation estimates.
Learn more about asset-specific funding on our asset finance page: Asset finance.
Supporting documents and evidence
Typical documents you may be asked for
Commonly requested documents include recent bank statements (usually 3–6 months), company accounts or management accounts, VAT returns and proof of identity for directors. Supplying these quickly accelerates lender due diligence.
Asset documentation
For equipment, vehicles or property-related enquiries include invoices, quotes, ownership documents and service histories where relevant. Clear documentation supports faster approval and accurate product matching.
Quotes, invoices and contracts
If the finance is to purchase goods or fulfil a contract, upload supplier quotes, purchase orders or customer contracts. Lenders often require evidence of the transaction underpinning the financing request.
How to prepare documents securely
Use PDF versions where possible and redact personal data not needed for credit assessment. Best Business Loans shares your details only with selected lenders or brokers relevant to your enquiry and handles data confidentially.
After you submit: process, timing and compliance
What happens next
Once you submit a Quick Quote, our AI-matching system analyses your inputs to identify likely funding routes and compatible lenders or brokers. We then introduce your enquiry to selected partners who may make a formal offer or ask for further information.
Turnaround expectations
Initial responses from our network typically arrive within 24–72 hours, though times vary according to lender type and document readiness. Complex applications or those requiring valuations can take longer.
Regulatory and compliance notes
Best Business Loans is an independent introducer and does not provide loans or regulated financial advice. We are not a lender and are not authorised by the Financial Conduct Authority to give personal recommendations.
Transparency and fairness
We aim to be clear, fair and not misleading in every finance introduction, and we encourage you to check any lender or broker’s regulatory status before accepting an offer. If you would like guidance before applying, contact our UK support team at hello@bestbusinessloans.ai.
Call to action
To get a Quick Quote, complete our short online form with the details above and let our AI match you to lenders or brokers. Submitting is free and places you in control — you decide which introductions to follow up.
Key takeaways
Provide accurate business identity, the funding purpose and amount needed, recent financials, credit history and any asset or security details.
Include supporting documents where possible to speed decisions and allow our AI to match you to the right finance routes.
We do not lend money; we introduce your enquiry to suitable lenders and brokers while handling your information securely and transparently.
Need help with the form? If you’d like a quick pre-submit check, email hello@bestbusinessloans.ai and our UK support team will point you to the most useful documents to include.
Updated October 2025. Best Business Loans acts as an introducer only and does not provide regulated financial advice or supply loans directly. For regulated advice, please consult an authorised financial adviser or lender.