Tera

Referral details

Oakfield Care Services Ltd

TERA-REF-1018 · Referred 6 Jun 2026 · Last update 10 Jun 2026

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In progressReferral Partner£95,000Working capital · Working capital

Latest next step

What happens next in this case.

Initial assessment underway with client contact.

Status timeline

  1. Introduced

    complete · 9 Jun 2026

  2. Client contacted

    complete · 10 Jun 2026

  3. Assessment

    complete · 11 Jun 2026

  4. Information gathered

    current · 12 Jun 2026

  5. Broker review

    upcoming

  6. Submitted

    upcoming

  7. Offer

    upcoming

  8. Completion

    upcoming

Outstanding actions

Management accounts required

Client · Due 17 Jun 2026

open

Updates

Client contacted and initial information request sent.

7 Jun 2026

Source: Tera

Client overview

Sector
Healthcare services
Trading history
4 years
Turnover
£980k
Timeframe
Within 8 weeks

Documents

Management accountsrequested

Commission estimate

Estimated until Tera receives cleared commission.

Partner tier
Referral Partner
Agreed percentage
15%
Estimated fee
£142

Support

Tera Partner Team

Email support

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Not sure whether a client is ready?

Guidance only — not a credit decision or guarantee of finance.