Portfolio demo — completely fictional data. Meridian Finance, Sarah Chen and all retailers below are invented.
Meridian Finance — BDM Portfolio
Sarah Chen · 4 retailers · Week ending Sunday 3 May 2026
4 retailers
Sarah Chen — week in review
Strong week across the portfolio: 35 applications submitted (£295,800) with an excellent 77.1% approval rate. GreenLeaf Solar drove the volume (11 apps / £93,400) and continues to be your standout performer. Heatpump Direct followed with 9 apps / £77,400 — its strongest week of the quarter.
Watch:Brightside Kitchens volume dipped to 7 apps from a four-week average of 10. Worth a check-in this week. Northwood Windows is steady at 8 apps, but its approval rate (62.5%) is well below your portfolio average — consider a conversation with their sales lead about applicant pre-screening.
Pipeline opportunity: £221,400 sits in the Approved-but-Not-Signed cohort across the four retailers (avg age 14 days), and another £412,800 in Signed-but-Not-Paid (avg 26 days). Two items at GreenLeaf Solar and one at Northwood Windows have crossed the 30-day mark — quick nudges should bring them home.
Last Week
27 Apr – 3 May 2026
Submitted
35
£295,800
Approved
27
£228,800
Approval %
77.1%
Signed
22
£186,400
Paid
16
£135,200
Consolidated across all 4 retailers in your portfolio. Submitted apps are only counted if a decision was made (Approved, Referred, or Declined). Counts are unique customers regardless of how many lenders the application went to.
Month-to-Date
01 May – 03 May 2026
Metric
#
£
Rate
vs Prev
Submitted
13
£109,800
▲ 5.4%£104,200
Approved
10
£84,400
76.9%
▲ 6.1%£79,500
Signed
8
£67,200
80.0%
▲ 2.8%£65,400
Paid
5
£42,100
▼ 4.3%£44,000
Quarter-to-Date
01 Apr – 03 May 2026
Metric
#
£
Rate
vs Prev
Submitted
164
£1,389,600
▲ 9.2%£1,272,400
Approved
123
£1,043,800
75.0%
▲ 11.1%£939,800
Signed
99
£838,000
80.5%
▲ 7.5%£779,400
Paid
74
£627,000
▲ 3.9%£603,500
Year-to-Date
01 Jan – 03 May 2026
Metric
#
£
Rate
vs Prev
Submitted
642
£5,438,200
▲ 12.4%£4,838,800
Approved
475
£4,022,400
74.0%
▲ 13.8%£3,535,200
Signed
382
£3,233,200
80.4%
▲ 9.1%£2,963,000
Paid
286
£2,422,400
▲ 6.6%£2,272,600
Lender Breakdown — Portfolio
Quarter-to-Date — Lender Split
vs previous period
Lender
Sub #
Sub £
vs Prev
App #
App £
App %
Sign #
Sign £
Paid #
Paid £
Lender A
91
£770,400
▲ 8.2%
74
£626,200
81.3%
62
£525,400
48
£406,800
Lender C
34
£287,200
▲ 14.6%
24
£202,800
70.6%
20
£169,800
14
£118,800
Lender B
22
£187,800
▼ 2.7%
15
£127,200
68.2%
11
£93,400
8
£67,800
Lender D
11
£93,800
▲ 4.0%
7
£59,400
63.6%
4
£33,800
3
£25,200
Lender E
6
£50,400
— 0%
3
£28,200
50.0%
2
£15,800
1
£8,400
Last Week — GreenLeaf Solar
27 Apr – 3 May 2026
Submitted
11
£93,400
Approved
9
£76,800
Approval %
81.8%
Signed
7
£58,200
Paid
5
£41,900
Quarter-to-Date — GreenLeaf Solar
01 Apr – 03 May 2026
Metric
#
£
Rate
vs Prev
Submitted
50
£424,200
▲ 7.7%
Approved
38
£322,400
76.0%
▲ 9.2%
Signed
32
£268,400
84.2%
▲ 5.4%
Paid
24
£202,800
▲ 4.1%
Last Week — Heatpump Direct
27 Apr – 3 May 2026
Submitted
9
£77,400
Approved
7
£60,200
Approval %
77.8%
Signed
6
£51,400
Paid
4
£34,200
Quarter-to-Date — Heatpump Direct
01 Apr – 03 May 2026
Metric
#
£
Rate
vs Prev
Submitted
43
£365,800
▲ 12.6%
Approved
33
£280,200
76.7%
▲ 14.4%
Signed
27
£228,800
81.8%
▲ 11.0%
Paid
20
£169,400
▲ 7.4%
Last Week — Northwood Windows
27 Apr – 3 May 2026
Submitted
8
£68,400
Approved
5
£42,800
Approval %
62.5%
Signed
4
£34,200
Paid
3
£25,400
Quarter-to-Date — Northwood Windows
01 Apr – 03 May 2026
Metric
#
£
Rate
vs Prev
Submitted
37
£313,800
▲ 4.0%
Approved
23
£195,200
62.2%
▼ 1.6%
Signed
18
£152,400
78.3%
▲ 2.3%
Paid
14
£118,400
▲ 2.9%
Last Week — Brightside Kitchens
27 Apr – 3 May 2026
Submitted
7
£56,600
Approved
5
£42,800
Approval %
71.4%
Signed
4
£34,800
Paid
3
£25,400
Quarter-to-Date — Brightside Kitchens
01 Apr – 03 May 2026
Metric
#
£
Rate
vs Prev
Submitted
34
£285,800
▲ 3.1%
Approved
25
£212,800
73.5%
▲ 5.7%
Signed
20
£169,400
80.0%
▲ 4.4%
Paid
14
£118,800
▲ 2.4%
Pipeline — filter view
Flat table of every pipeline application across your full portfolio. Narrow by retailer, lender or age using the toolbar; totals update live. Independent of the View dropdown above.
Sarah Chen — week in review
Strong week across the portfolio: 35 applications submitted (£295,800) with an excellent 77.1% approval rate. GreenLeaf Solar drove the volume (11 apps / £93,400) and continues to be your standout performer. Heatpump Direct followed with 9 apps / £77,400 — its strongest week of the quarter.
Watch: Brightside Kitchens volume dipped to 7 apps from a four-week average of 10. Worth a check-in this week. Northwood Windows is steady at 8 apps, but its approval rate (62.5%) is well below your portfolio average — consider a conversation with their sales lead about applicant pre-screening.
Pipeline opportunity: £221,400 sits in the Approved-but-Not-Signed cohort across the four retailers (avg age 14 days), and another £412,800 in Signed-but-Not-Paid (avg 26 days). Two items at GreenLeaf Solar and one at Northwood Windows have crossed the 30-day mark — quick nudges should bring them home.