Complete the Application

Once you submit, a Business Loan Specialist will personally review your information. They'll reach out to discuss your funding options, answer questions, and walk you through next steps. You'll also receive an email confirmation with helpful info on what to expect — including a list of documents to prepare. No guesswork. No pressure. Just real support to help you get funded faster.

Nope! The pre-qualification survey is 100% free and does not obligate you to move forward. There are no hidden fees or pressure to accept funding. We want to make sure you're fully informed and confident before making any decisions.

To move forward after your consultation, you'll typically need:

• Last 3–6 months of business bank statements
• A government-issued ID
• A voided business check
• Tax returns or a P&L statement (if requested by lender)

Your advisor will guide you through exactly what's needed.

Your consultation is a personalized session with a funding expert who will:

• Review your survey responses
• Help determine the best loan programs for your needs
• Walk you through eligibility requirements
• Outline required documentation
• Answer any questions you have

If you're prepared with your documents and quick to respond, many of our clients receive funding in as little as 1 to 2 weeks after submitting their full application. SBA loans or more complex funding options may take up to 4 weeks, but we'll keep you informed every step of the way.

The pre-qualification survey does not affect your credit — it's considered a soft pull or no-pull inquiry. Only if you choose to move forward with a specific lender will a hard credit inquiry potentially occur, and even then, only with your permission.

No worries — even if you're not eligible today, we'll help you understand why and what steps you can take to become fundable. We offer tools, education, and credit-building resources to help you come back stronger and reapply when you're ready.