Funding Applications & Supporting Documents


Getting it right the first time is always preferable. That’s why we work with you every step of the way. As we work together, we choose the right financial plan and documentation to prepare your funding application.

Personal Financial Used primarily for unsecured borrowing and/or personal guarantee
Real Estate Loan Application Used for either purchase or refinance
Factoring Application Used for factoring your accounts receivable
Cash Now Application Used for our hybrid of factoring and accounts receivable funding
Merchant Services Review Used to get started with our proprietary "no-cost" merchant services
Declaration & Disclosure Supporting documentation for any loan type
Credit Authorization Necessary to obtain credit business owner(s)
SBA Application General purpose, not exclusive to real estate
General Application This may be an option depending on your consultant's recommendation.
Lease Application Used for leasing equipment