Simple steps, organized documentation, and clear communication. Options depend on verification and lender requirements.
Requirements vary by product and lender.
Here is a typical flow. Your timeline can vary based on documents and verification.
Share basic information so we can route you to suitable options.
Cash flow review helps determine fit. You can provide statements or a secure connection if available.
We help you compare key terms and understand tradeoffs.
Depending on the option, the lender may request final items before documents are completed.
After documents are completed and verification is done, funding can be sent by ACH or wire depending on the option.
These steps can reduce back and forth and help keep the process moving.
Include all pages and make sure the date range is clear.
Consistency helps cash flow review. If revenue is seasonal, note it upfront.
ID, voided check, and basic business documents can speed up verification.
We will guide you to the next step and explain what is needed for your selected option.
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