How to guides
Asset Finance application experience
Review Loan Agreement and initiate settlement
We have made the Asset Finance experience better for you and your customers.
- Reduce time to settlement by providing more information upfront.
- Request a pre-assessed amount in the applications notes.
- 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).
- Log in: Go to the Applications tab and select ‘Approved’ application.
- Review Agreement: Read the Facility Agreement and Terms and Conditions.
- 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. - Finalise Settlement: Once your customers have signed the Facility Agreement and complete AML checks, settlement will occur.
Level 21, 177 Pacific Hwy
North Sydney, NSW 2060
North Sydney, NSW 2060
Privacy Policy. Terms and conditions. Please consider the information before you decide whether the product is appropriate for your business. Standard credit assessment, fees, terms and conditions apply. The products and service offered are available in Australia from Shift Financial Pty Ltd. ABN 24 149 390 625, (“Shift”).