What information is required to complete the Quick Quote form?

Quick answer

The Quick Quote form asks for a concise set of business and finance details so we can assess eligibility and match your enquiry to suitable lenders or brokers.

Typical fields cover business identity, trading history, funding needs, recent financials and your contact preferences so our AI can make accurate, relevant introductions.

Business identity and contact details

Company name and registration

You will be asked for your registered company name and, where applicable, the company registration number.

Providing accurate registration details helps match lenders that accept your legal entity type.

Trading address and industry sector

The form requests your trading address and the primary industry or sector in which you operate.

Sector information (for example: manufacturing, construction, logistics, hospitality) helps the AI match lenders experienced in your market.

Key contact and role

Enter the name, business email and telephone number of the person handling finance enquiries.

Also state your role in the business (director, owner, finance manager) so introducers know who to contact.

Business age, structure and trading history

How long you have been trading

The Quick Quote asks how many years and months the business has been trading.

Many funders use trading history as a key eligibility filter, so this helps prevent mismatched introductions.

Business structure and ownership

You will indicate whether the business is a limited company, LLP, partnership or another legal form.

Some lenders have product rules that depend on structure, so this information narrows suitable options quickly.

Number of employees and turnover band

Basic staff numbers and an approximate annual turnover band are requested rather than detailed accounts at the first stage.

This gives lenders a quick sense of scale and typical borrowing capacity without needing full financial documentation.

Finance requirements and loan purpose

Requested amount and term

Tell us how much funding you require and whether you prefer short, medium or long-term finance.

Entering a realistic amount and provisional term helps the AI shortlist lenders whose products match your capital needs.

Purpose of the funding

Select or briefly describe the purpose: working capital, equipment purchase, vehicle finance, refit, sustainability upgrades, invoice finance, or refinancing.

Loan purpose drives eligibility and product type; for example, asset finance is better for machinery while invoice finance suits B2B cashflow gaps.

Security and collateral

State whether you can offer security such as business assets or personal guarantees, or if you require unsecured finance.

Different products and lenders have varying security preferences, so this detail influences which introductions are appropriate.

Recent financials and compliance information

Recent turnover, profit and working capital

The Quick Quote asks for your latest annual turnover and a headline profit or loss figure.

Short, rounded figures are sufficient at this stage to indicate financial health and borrowing capacity.

Banking and credit background

Expect to disclose whether you have current overdrafts, CCJs, insolvency history or ongoing HMRC issues.

Honest disclosure speeds up matching and prevents avoidable rejections when lenders review applications.

Documents you may be asked to upload later

While the Quick Quote is brief, lenders often request management accounts, VAT returns or bank statements after initial introductions.

We will advise which documents are typically required for each type of finance when we connect you with providers.

Preferences, declarations, privacy and next steps

Preferred contact method and timings

Choose whether you prefer email, phone or an initial message and indicate any best times to be contacted.

Clear contact preferences lead to faster, more relevant outreach from brokers and lenders.

Marketing consent and data sharing

You will be asked to consent to Best Business Loans sharing your enquiry with selected lenders and brokers in our network.

We only share information necessary to obtain a Quick Quote and we do not sell your data to unrelated parties.

Declarations and accuracy

The form includes a short declaration confirming you have authority to submit the business enquiry and that the information provided is accurate.

Accurate answers reduce delays when providers carry out eligibility checks and credit assessments.

Compliance and transparency note

Best Business Loans is an independent introducer and does not provide finance itself; we make introductions to lenders and brokers only.

We act in a way that is fair, clear and not misleading and we encourage you to read lender terms carefully before accepting any offer.

What happens after you submit a Quick Quote

Our AI reviews your details and identifies a short list of potential lenders and brokers who match your profile and needs.

A qualified provider will contact you to discuss terms, eligibility and any documents they require for a decision in principle.

How to improve your chance of a successful match

Provide accurate, up-to-date financial figures and be candid about credit or trading issues.

Clear loan purpose and realistic amounts will lead to better, faster matches from lenders who actively consider your sector.

Learn more and next steps

If you want to explore broader commercial finance options before applying, see our business finance overview for guidance and products.

For targeted help visit our business finance page at https://bestbusinessloans.ai/loan/business-finance/ to compare product guides and sector-specific advice.

Key takeaways

The Quick Quote collects essential business identity, trading history, funding needs, recent financials and contact preferences.

Keep answers accurate and concise so our AI can match you with suitable lenders or brokers quickly and fairly.

Ready to start? Submit your Quick Quote and get matched to lenders and brokers who understand UK business finance.