Business Finance Bulletin Xtra: How the Bank Will Assess Your Finance Request

How a bank assesses a business finance request can be a mystery to many business owners. What is it exactly is it that a bank wants to see and what goes into the review process?

In this episode of the Business Finance Bulletin Xtra podcast Rob Warlow talks about the key points banks look for in order to relay that all too elusive ‘yes’.

Rob also shares a checklist that bankers use in order to ensure all the relevant issues are covered. The checklist comes in the form of a mnemonic CAMPARI and in this interview he goes through each part which will provide you with a deeper understanding of what banks are looking for.

You can listen in here and also download the podcast to your phone

You can also subscribe to our itunes channel and you’ll find this episode listed there.

If you have missed the other three interviews in this special series you can find details here:

Business Finance Bulletin Xtra: How to Write an Effective Business Plan

Business Finance Bulletin Xtra: Business Plans for Raising Finance

Business Finance Bulletin Xtra: 7 Reasons Why Your Bank Would Say No

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What Our Clients Say

  • Hi Rob, it was so interesting and entertaining listening to you at the Kevin Green Wealth Coach Workshop in Reading this weekend! I didnt realise you can find Finance proposals such fun!. Brilliant tips! Thanks.

    Gaz Jabeen | Bollywood Burn Out
  • Rob kindly agreed to attend the recent Pontypridd RFC sponsors networking evening and delivered what can only be described as an excellent talk on 5 Tactics to Boost Your Business and Your Profits. He kept the audience engaged throughout and the feedback from everyone was excellent. Rob is very knowledgeable on business and finance and on top of that is a genuine nice guy. We hope to have him back at a future event and I have no hesitation in recommending Rob’s services.

    Angela Holloman-Coombes | Connective HR
  • Further to your recent presentation at LEAD Wales just wanted to say it was very refreshing to see somebody talk passionately and positively about finance, very insightful!

    Kay Hyde | Hyde & Hyde Architects
  • I wanted to thank you for such an insightful, energetic, and entertaining talk at the Kevin Green Wealth event on securing funding and creating a successful plan. It was brilliantly executed and a pleasure to listen to and the ideas I’ve learned are definitely going to help me in going forward.

    Max Cooper of Manchester
  • Rob delivered a series of 3 workshops aimed at understanding how finance houses look at finance propositions with the aim for us as a team to deliver more of a bespoke offering to our customer base. The training was delivered to a mixture of staff who work with new businesses start-ups and existing established businesses across Mid & South West Wales. Rob delivered the training with an abundance of passion and has really helped my team look at financial propositions in a different light, many thanks again Rob and I look forward to work with you in the near future.

    Shayne Yates | Welsh Government Regional Centre Service Mid Wales

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