Swoop Funding for Advisors

Funding and savings made easy.
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Intelligent matching technology

Our technology uses data accessed via your Sage integration to instantly assess lenders and suppliers funding criteria across the whole marketplace and find the right fit for your clients.

Intelligent matching technology

Free to use

Swoop is a free to use service to help your business. All you need to do is sign up and use Swoop to match your clients to available products across the marketplace.

Free to use

Sage Accounting

Once you have signed up it is easy to connect your clients business data from their Sage account. This speeds up the process with any funding application and radically reduces the admin burden on you and your client when applying for funding.

Sage Accounting

Personalised dashboard (tracking)

You can track and manage all your clients funding and savings applications through the Swoop dashboard

Personalised dashboard (tracking)

Live support from funding experts

We know Accountants and Clients value the ability to speak to an expert about their needs or product options. Your funding manager will complete a Swoop review of each application. You can contact your dedicated Swoop relationship manager for support and guidance on the finance options available to your clients business.

Live support from funding experts

Automatic savings calculator

Our Open Banking technology identifies where your clients can save money. We integrate with major UK bank accounts so we can see – in seconds – where and how much they can save on their banking costs.

Automatic savings calculator

Bank level data security

Your important personal and business information is encrypted and protected with the same industry leading technologies that are used by banks.

Bank level data security

Exclusive deals and Insight

Subscribe and receive insight-driven content and access to exclusive deals for Swoop customers to help your business grow and scale.

Exclusive deals and Insight

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