For Finance Advisors

Better cases.
From the first conversation.

Waaza gives finance advisors a structured pre-qualification layer for yacht financing cases — so the cases that reach you are better framed, earlier in the process, with the key variables already surfaced.

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Finance advisor reviewing a structured yacht financing case prepared with Waaza
Earlier
Structuring decisions reach you in the process
Fewer
First-meeting hours spent on basics
Cleaner
Case intake from the first document

The problem

Three ways yacht financing cases arrive poorly framed

01

Cases arrive under-prepared

The client has a yacht in mind, a vague sense of what they want to borrow, and no structured view of their financing position. You spend the first conversation getting the basics in place — time that should have been spent on structuring.

02

Vessel details are incomplete or wrong

The buyer tells you the price. They don't tell you the vessel is 22 years old with an unclear VAT history and a flag the lender won't accept. You discover these things deep into the process, when unwinding them is expensive.

03

Structuring decisions are made too late

Personal or SPV? Malta leasing or direct purchase? These decisions need to be made before the purchase agreement is signed. When they come to you after, the options are constrained and the cost of change is high.

The solution

Structure before the case reaches your desk

Pre-qualified case intake

Clients who have run a Waaza assessment arrive with a readiness score, an LTV estimate, a risk flag summary, and a clear ownership structure. The first conversation is substantive from the start.

Structuring direction surfaced early

Waaza's engine flags structuring considerations — VAT position, SPV suitability, Malta leasing relevance — before the case reaches you. You decide the approach; Waaza makes the options visible earlier.

Lender routing intelligence

Indicative lender fit based on vessel profile, buyer profile, and ownership structure. Know which lenders have appetite before you make the first call.

Institutional-grade output documents

Every assessment generates a structured PDF your client can share. Executive summary, readiness score, indicative LTV, risk considerations. A professional starting point for any financing conversation.

What you receive

A case that's ready to work on

When a broker or buyer runs a Waaza assessment before engaging you, you receive a structured document covering readiness score, indicative LTV, risk flags, and recommended structuring direction.

Financing readiness score with supporting rationale
Indicative LTV band based on vessel and buyer profile
Risk flags — vessel age, VAT, structure, flag
Recommended structuring direction
Documentation checklist for lender submission
Structured yacht financing case document prepared by Waaza for finance advisor intake

See what a well-framed case looks like

Run an assessment now. See the output document your clients will bring to you when Waaza is part of their process.

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