How to apply for an investment

We no longer have a formal application form. To begin the loan application process, please follow the steps below. This process should also be followed if you are interested in applying for one of our grant funds.

To help you better understand how an application to Futurebuilders works, we have also put together a handy step-by-step guide outlining the application process.

1. Check that you are eligible to apply for a loan

Make sure you are eligible to apply for a loan from Futurebuilders by looking at the general eligibility checklist. You can print a copy which might be helpful if you need to discuss your loan application with other people in your organisation.

Check your eligibility

2. Choose a product

We have several financial products. Make sure that you have chosen the right product for your organisation before you submit your loan application. Also check the specific eligibility criteria for your chosen product.

Choose a product

3. Get prepared for a loan application

To apply, make sure that you are prepared when you get in touch with us. We will expect you to:

• Be available to discuss your loan application on the phone
• Provide annual accounts and up to date management accounts for your loan application
• Provide a breakdown of the costs the investment is needed to cover
• Provide contact details for your potential purchaser
• Explain how your organisation is constituted and confirm that it is willing and able to apply for loans
• Explain the details of the contract you plan to bid for and your reasons for believing you have a strong chance of winning it 
• Explain why you need investment and what costs you need it to cover
• Explain how you plan to repay the loan, if you are applying for one

4. Contact us to begin the loan application process

We no longer have a formal application form to apply for loans. Instead, you should contact us to begin the loan application process. You can do this by:

• Submitting an enquiry
• Sending us an email
• Requesting a callback
• Phoning our enquiries line on 0191 261 5200

However you choose to get in touch with us to apply for loans, make sure that you are prepared. For a full investment we will normally come and see you, but for some of the smaller funds a phone call may be enough.