Portfolio demo — completely fictional data. Meridian Finance and all BDMs, retailers and lenders below are invented.
Meridian Finance — Weekly Commercial SMT
Whole book · 64 retailers · Week ending Sunday 3 May 2026
12 retailers— filters live-narrow the pipeline view below
Whole-book commentary
Strong week across the book: 218 applications submitted (£1,856,800), the third-best weekly volume of the financial year. Approval rate landed at 73.9%, in line with the four-week rolling average. £1.21M signed reflects steady customer follow-through; £816K paid means the cash-conversion engine continues to run.
By BDM: Sarah Chen led the week (35 apps, four renewables-heavy retailers including GreenLeaf Solar). James Whitfield and Priya Mehta both had below-average weeks — Atlas Roofing continues its multi-month decline (22 apps in April vs October peak of 89). Daniel Okafor is steady; Lucy Harkness, Tom Blackwood and Rachel Voss each have one retailer and tracked at expected volumes.
Active retailer ratio: 58 of 64 active retailers submitted at least one application this week (91%), the strongest weekly engagement of Q2. Three retailers (Stone & Slate Driveways, Forge & Stone Builders, and one suspended account) have not submitted in the past two weeks and warrant outreach.
Pipeline: approved-but-not-signed sits at £2.42M across 282 applications (avg 18 days); signed-but-not-paid is the bigger lever at £4.36M across 514 applications (avg 27 days). The pipeline filter view at the bottom of this tab lets you slice by BDM, retailer, lender or age — useful for the SMT review on Wednesday.
Last Week
27 Apr – 3 May 2026
Submitted
218
£1,856,800
Approved
161
£1,371,200
Approval %
73.9%
Signed
142
£1,209,800
Paid
96
£816,400
Month-to-Date
01 May – 03 May 2026
Metric
#
£
Rate
vs Prev
Submitted
72
£612,000
▲ 6.8%
Approved
53
£449,800
73.6%
▲ 7.4%
Signed
44
£373,800
83.0%
▲ 4.5%
Paid
30
£254,400
▲ 2.0%
Quarter-to-Date
01 Apr – 03 May 2026
Metric
#
£
Rate
vs Prev
Submitted
1,034
£8,778,800
▲ 8.6%
Approved
770
£6,538,400
74.5%
▲ 10.4%
Signed
638
£5,418,200
82.9%
▲ 6.7%
Paid
464
£3,938,800
▲ 4.1%
Year-to-Date
01 Jan – 03 May 2026
Metric
#
£
Rate
vs Prev
Submitted
4,180
£35,488,400
▲ 11.3%
Approved
3,094
£26,288,200
74.0%
▲ 12.8%
Signed
2,560
£21,744,000
82.7%
▲ 9.2%
Paid
1,870
£15,884,200
▲ 6.8%
Lender Breakdown
Quarter-to-Date — Lender Split
vs previous period
Lender
Sub #
Sub £
vs Prev
App #
App £
App %
Sign #
Sign £
Paid #
Paid £
Lender A
289
£2,453,400
▲ 9.8%
235
£1,994,200
81.3%
197
£1,672,400
148
£1,256,800
Lender B
227
£1,927,200
▲ 4.2%
168
£1,427,400
74.0%
140
£1,189,400
104
£883,800
Lender C
186
£1,580,400
▲ 16.1%
137
£1,164,200
73.7%
112
£950,800
83
£704,400
Lender D
155
£1,317,000
▲ 3.4%
108
£916,400
69.7%
86
£729,800
62
£526,400
Lender E
104
£883,800
▼ 1.7%
76
£645,600
73.1%
61
£518,400
43
£365,200
Lender F
73
£617,000
▼ 4.2%
46
£390,600
63.0%
32
£271,800
24
£202,200
Pipeline — filter view
Flat table of every pipeline application across the whole book. Narrow by BDM, retailer, lender or age using the toolbar in each section below; totals update live. The BDM and Retailer dropdowns at the top of the tab also sync into these filters.
Approved but Not Signed — filter view
282 apps · £2,415,800 · avg 18 days
Showing: 22 apps (sample) · £196,800 · avg 17 days
(22 of 282 rows shown in this preview)
BDM
Retailer
AP #
Loan £
Lender
Age (d)
Approved Date
Sarah Chen
GreenLeaf Solar
AP-204881
£9,200
Lender A
3
2026-04-30
Sarah Chen
Heatpump Direct
AP-204862
£11,200
Lender A
4
2026-04-29
James Whitfield
Atlas Roofing
AP-204798
£7,400
Lender D
5
2026-04-28
Sarah Chen
GreenLeaf Solar
AP-204772
£11,800
Lender A
5
2026-04-28
Priya Mehta
Verdant Energy
AP-204731
£10,200
Lender A
6
2026-04-27
James Whitfield
Cobalt Bathrooms
AP-204701
£6,800
Lender B
7
2026-04-26
Daniel Okafor
Helix Conservatories
AP-204659
£9,300
Lender C
8
2026-04-25
Tom Blackwood
Crystal Glazing Co
AP-204618
£7,100
Lender B
9
2026-04-24
Sarah Chen
Brightside Kitchens
AP-204540
£6,800
Lender B
10
2026-04-23
Lucy Harkness
Ember Boilers
AP-204488
£5,800
Lender D
11
2026-04-22
Rachel Voss
Forge & Stone Builders
AP-204411
£8,400
Lender A
12
2026-04-21
James Whitfield
Atlas Roofing
AP-204362
£6,900
Lender E
13
2026-04-20
Sarah Chen
Northwood Windows
AP-204321
£7,100
Lender A
13
2026-04-20
Priya Mehta
Verdant Energy
AP-204248
£9,800
Lender C
15
2026-04-18
Sarah Chen
GreenLeaf Solar
AP-204296
£9,400
Lender C
16
2026-04-17
Daniel Okafor
Helix Conservatories
AP-204131
£8,200
Lender A
19
2026-04-14
James Whitfield
Cobalt Bathrooms
AP-204001
£6,400
Lender D
22
2026-04-11
Sarah Chen
Heatpump Direct
AP-203792
£11,400
Lender A
27
2026-04-06
Sarah Chen
GreenLeaf Solar
AP-203712
£7,800
Lender A
32
2026-04-01
Priya Mehta
Verdant Energy
AP-203518
£8,900
Lender E
38
2026-03-26
James Whitfield
Atlas Roofing
AP-203288
£6,800
Lender D
44
2026-03-20
Sarah Chen
GreenLeaf Solar
AP-201880
£13,100
Lender A
62
2026-03-02
Retailer Performance
Last Week (27 Apr – 03 May 2026) — click any column header to sort
Whole-book commentary
Strong week across the book: 218 applications submitted (£1,856,800), the third-best weekly volume of the financial year. Approval rate landed at 73.9%, in line with the four-week rolling average. £1.21M signed reflects steady customer follow-through; £816K paid means the cash-conversion engine continues to run.
By BDM: Sarah Chen led the week (35 apps, four renewables-heavy retailers including GreenLeaf Solar). James Whitfield and Priya Mehta both had below-average weeks — Atlas Roofing continues its multi-month decline (22 apps in April vs October peak of 89). Daniel Okafor is steady; Lucy Harkness, Tom Blackwood and Rachel Voss each have one retailer and tracked at expected volumes.
Active retailer ratio: 58 of 64 active retailers submitted at least one application this week (91%), the strongest weekly engagement of Q2. Three retailers (Stone & Slate Driveways, Forge & Stone Builders, and one suspended account) have not submitted in the past two weeks and warrant outreach.
Pipeline: approved-but-not-signed sits at £2.42M across 282 applications (avg 18 days); signed-but-not-paid is the bigger lever at £4.36M across 514 applications (avg 27 days). The pipeline filter view at the bottom of this tab lets you slice by BDM, retailer, lender or age — useful for the SMT review on Wednesday.