Learn: applying for a loan

What do lenders look at when you apply for business finance?

When you apply for business finance, a lender is trying to answer one question: can this company reliably repay? The criteria they use fall into a handful of clear categories, and knowing them in advance lets you prepare a stronger application.

Trading history and revenue

Most lenders want to see at least six to twelve months of trading, with consistent or growing revenue. A company that has been operating for two or more years with clear monthly income is in a strong position. Seasonal businesses can still qualify — you may simply be asked to explain the pattern.

Cash flow rather than profit alone

Profit on paper is useful, but lenders focus on cash flow: money actually moving through the business account. A profitable company with poor cash flow can still struggle to service a loan. Bank statements showing regular inflows and a healthy running balance carry significant weight. Open Banking connections let a lender verify this in minutes rather than days.

Outstanding debts and existing facilities

Lenders check whether the business already carries substantial debt. This is not automatically disqualifying — it is about the overall picture. If existing repayments already consume a large share of monthly revenue, headroom for new finance may be limited. Being upfront about existing facilities is always better than having them discovered.

Purpose of the funds

A clear, specific use for the money — paying a supplier, covering payroll during a slow month, buying equipment — is more reassuring than a vague request. You do not need a detailed business plan, but being able to explain why you need the funds and how they help the company improves your application.

We lend only to UK limited companies and LLPs, and the loan is to the company with no director personal guarantee. As business finance outside the consumer-credit regime, it is not covered by the Financial Ombudsman Service or FSCS.

See also: How to present your accounts when applying, Common reasons applications are declined.

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