A few minutes of set-up when your facility goes live saves friction for its whole life. Here’s a first-week checklist to get the account working the way you want.
First-week checklist
- Confirm your business bank account is verified so drawdowns and collections run cleanly.
- Add the people who need access, each with the right role, and set at least one backup administrator.
- Turn on payment alerts — an upcoming-collection reminder and a failed-payment alert.
- Save your agreement and Key Information Sheet to your own records.
- Point notifications at a shared finance inbox so cover survives absences.
Then you’re set
With that done, day-to-day servicing is simple: draw when you need to, pay to schedule, download statements as they come. Because the terms are fixed and transparent from the start, there are no surprises to manage — just a facility that does its job.
Most of this is self-service in your customer portal, which is the fastest route and available at any time. Where a change needs our team to verify it, we say so and give a realistic turnaround so you can plan around it.
See also: How to check your bank details are verified, How to get a reminder before a collection, How to route account emails to a shared inbox.