Finalise your setup: what to expect

Before we can fund your invoices, we need some details about your business and the people behind it. We collect them in one place, called Finalise Your Setup.

This article covers what to expect and what to have ready. If you are already stuck on something, go straight to the article for that step, or to Why the Continue button is greyed out.

How to get there

If you cannot see the green panel

The panel only appears on new accounts. If yours does not show it, email info@fundtap.co and we will send you a direct link. Do not create a new account.

What you will be asked

Every customer completes four steps: About Your Business, Your Role, People In The Business, Funding and Repayments and What You Agree To.

You may also see some of these, depending on your answers:

Verify Identity — if you are an owner or director.
Property Details — if you asked for more than $30,000.
Supporting Company Details or Trust Details — if a company or a trust owns property or holds part of your business.

More steps appeared than you expected

The list may grow as you answer. Asking for more than $30,000 adds two steps, and telling us a trust or company is involved adds one step for each of them.

What to have ready

Your driver licence or passport.
Your NZBN (13 digits), or your ABN (11 digits) in Australia.
Legal names, email addresses and mobile numbers for your directors and for shareholders who hold 25% or more.
Your bank account details, and a recent bank statement.
If a trust is involved: the trust deed, as a PDF.
If you asked for more than $30,000: a mortgage statement from the last three months.

Every file you upload must be 5MB or smaller.

Other items that may be required

A trust deed if a Trust is involved in your business or owns property.
If you are the business owner, someone in-person to witness document signing.

You do not have to finish in one sitting

Your answers save as you type. Close the page and come back whenever you like. Back to My Invoices at the top takes you out without losing anything.

We do log you out after 15 minutes with no activity. You get a warning first with a Get more time button.

When you are finished

The panel on My Invoices changes to We're Reviewing Your Details and stops being clickable. You can submit an invoice straight away while we review. We will contact you within 24 hours if we need anything else.

Still stuck?

Email info@fundtap.co or in Australia call 1800 595 505, New Zealand 0800 88 33 55.