Pre-qualification means we’ve reviewed your basic business information and believe you meet the initial requirements to receive funding offers. It’s not a guarantee of approval, but it’s a strong indicator that you may be eligible based on factors like time in business, revenue, and industry.

There’s no impact to your credit score during this step, and it helps us match you with potential loan programs — often within minutes.

Once you submit your application, a Business Loan Specialist from our team will personally review your information. They’ll reach out to discuss your funding options, answer any questions, and walk you through the next steps.

This is where we begin to match you with real loan programs based on your business profile, goals, and needs.

You'll also receive an email confirmation with helpful info on what to expect — including a list of documents to prepare and how to speed up the approval process.

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’s 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 to submit:

◾Last 3–6 months of business bank statements

◾A government-issued ID (like a driver’s license)

◾A voided business check

Some lenders may request additional documents such as tax returns or a profit & loss statement, depending on the loan type.

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