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Embedded funding search

Embed funding funding directly into your website to instantly have access to over 100 lenders

Example

https://your-website.com

Getting your Introducer Key

Once you've got your account set up by your Partnership Manager, navitagte to Website Integration (Production / Demo) page. You will be prompted to login if you haven't already.

Your Introducer Key is displayed in both highlighted areas - they are identical so you only need to copy once.

Introducer Key

Important
  • DO NOT change your Introducer Key because it's the unique identifier of your API Partner account
  • Always double check if your Introducer Key is correct before a production release by checking the page in Step 1. You might not be able to receive commission if the Introducer Key is incorrect.
  • Introducer Key would be different between Production and Demo environments
  • The same Introducer Key of an environment can be used for Direct Hyperlink and Embeded Journey via JavaScript Snippets.

Place Embedded Funding Questionnaire

You have two options to embed the funding questionnaire

JavaScript - questionnaire modal

Place below link at the place you want to show the button. You can change the wording and style as you see fit. But please keep capitalise-funding as the one of the class names.

<a href="#" class="capitalise-funding">Get your business funded (in modal)</a>

Add below CSS to before the end of </head> tag to style the modal.

<style>
#capFundQModal {
width: 100%;
height: 100%;
top: 0;
left: 0;
position: fixed;
z-index: 1000000;
}
</style>

Place below the code before the </body> tag and REPLACE_WITH_YOUR_INTRODUCER_KEY with your introducer key. This JavaScript snippet will listen to the onClick of elements that have the class capitalise-funding and show the funding questionnaire in a modal.

If you have the user's consent, you can pass over in the answers parameter so the those answers could be pre-filled. See full list of answers supported.

<!-- Capitalise Funding Questionnaire -->
<script>
function startCapitaliseQuestionnaire(ev) {
ev.preventDefault();
var el = document.createElement("div");
el.setAttribute("id", "capFundQModal");
document.body.insertBefore(el, document.body.firstChild);
capitalise
.init({
referralCode: "REPLACE_WITH_YOUR_INTRODUCER_KEY", // !!! Replace with your introducer key

// Pre-fill answers, optional
// "answers": {
// amount: 25000,
// term: 3,
// useOfFunds: 1,
// companyType: 3,
// sector: 23,
// companyName: "ABC Limited",
// companyNumber: "13390812",
// revenue: 125000,
// contactPhone: '07974678882',
// contactName: 'Joe Bloggs',
// contactEmail: 'joe.bloggs@abc-limited.com',
// invoices: true,
// assets: false,
// epos: true,
// purchaseOrders: false,
// permissions: true,
// clientsType: 3
// }
})
.start.inWrapper("capFundQModal");
document.getElementById("capFundQModal").className = "show";
}
var capitaliseFundingButtons =
document.getElementsByClassName("capitalise-funding");
for (var i = 0; i < capitaliseFundingButtons.length; i++) {
capitaliseFundingButtons[i].addEventListener(
"click",
startCapitaliseQuestionnaire
);
}
</script>
<script src="https://demo.capitalise.com/app/qst/bootstrap/js/script.js?1549992796"></script>
<!-- Capitalise Funding Questionnaire -->

Iframe

Alternatively, you can user embed the questionnaire as iframe by below code at the place you want to show the questionnaire. Iframe currently does not support pre-fill answers.

<iframe
src="https://demo.capitalise.com/app/questionnaire/funding/search?introducer=REPLACE_WITH_YOUR_INTRODUCER_KEY"
width="100%"
height="100%"
frameborder="0"
scrolling="no"
allowtransparency="true"
allow="encrypted-media"></iframe>

Pre-fill answer supported

ParameterDescriptionFormat
companyTypeThe tranding type of the companyInteger

Default: null

Enumerations:

  • 1 Sole Trader
  • 2 Limited Liability Partnership
  • 3 Limited Company
  • 4 Startup
  • amountThe amount of fund (business loans) requiredInteger

    Default: null

    useOfFundsThe use of fundsInteger

    Default: null

  • 1 Day to day cashflow
  • 2 Business expansion
  • 3 Equipment/Asset finance
  • 4 Refinancing debt
  • 5 Import/Export
  • 6 Tax bill due
  • 7 Acquiring a business
  • 8 Starting a business
  • 9 Purchasing a property
  • 10 Purchasing stock
  • termThe term of business loan in months. The value will be rounded up to the closest option below:
  • 1-6 6 months or less
  • 7-12 12 months
  • 13-24 24 months
  • 25-36 3 years
  • 37-60 4-5 years
  • >=61 More than 5 years
  • Integer

    Default: null

    sectorThe sector of the companyInteger

    Default: null

    Enumerations:

  • 1 Agriculture
  • 2 Automotive
  • 3 Business Services
  • 4 Construction
  • 5 Courier
  • 6 Distribution
  • 7 Financial Services
  • 8 Haulage
  • 9 Healthcare/Care
  • 10 Hotels/Guest House/Public House
  • 11 Import/Export
  • 12 IT Related
  • 13 Manufacturing
  • 14 Print/Publishing
  • 15 Professional Services
  • 16 Property
  • 17 Recruitment
  • 18 Retail
  • 19 Security Services
  • 20 Trade
  • 21 Transportation
  • 22 Wholesale
  • 23 Other
  • 27 Education
  • 29 Charities
  • 31 Media & Entertainment
  • companyNumberThe Companies House Number of the company. This number will be used for company lookup.String(8)

    Default: null

    companyNameThe name of the companyString

    Default: null

    yearsTradingThe period that the company has been trading in yearsInteger

    Default: null

    revenueThe company's revenue over the last 12 months in Brish Pounds (GBP)Integer

    Default: null

    invoicesDoes the company raise invoices to businesses?Boolean

    Default: null

    clientsTypeWhat type of businesses does the customer serve?Integer

    Default: null

    Enumerations:

  • 1 SMEs
  • 2 Large Corporates
  • 3 Public Sector
  • 4 Consumers
  • eposDoes the company have a credit or debit card terminal?Boolean

    Default: null

    eposRevenueThe monthly revenue through the terminal in Brish Pounds (GBP)Integer

    Default: null

    Enumerations:

  • 1 Less than £2K
  • 2 £2-3K
  • 3 £3-4K
  • 4 £4-5K
  • 5 £5K+
  • assetWhether or not the funding is for an assetBoolean

    Default: null

    assetTypeThe type of asset that funding is for - only applicable when asset is trueInteger

    Default: null

    Enumerations:

  • 1 Transportation
  • 2 Office
  • 3 Stock
  • 4 Manufacturing
  • 5 A Business
  • purchaseOrdersWhether or not the customer receives any purchase orderBoolean

    Default: null

    guaranteeThe guarantee(s) that the customer is prepared to offerInteger
  • 1 Personal
  • 2 Business
  • 3 None
  • 4 Both
  • contactPhoneThe mobile phone number of company contact - currently only accepting the UK number without area codeString(11)

    Default: null

    contactNameThe full name of company contactString

    Default: null

    contactEmailThe email address of the company contactString

    Default: null