Funding Assessment

Please Complete

The following assessment will help us understand your needs and any challenges you have securing funding for your business. Lenders request this information before they give their initial approval or interest in working with you. Fill out the assessment below, and let us connect you with tailored lending solutions that fit your unique circumstances. If you have any questions, please contact us.

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What is your business type?
Provide a description of the property. Seller name? Can you provide an appraisal report? Is this loan to purchase , for construction, or refinance the property? Are you interested in a hard money loan? Can you provide an appraisal report?
Are you looking to purchase or lease the equipment? Please give a detail list of the equipment include a description and complete cost( purchase or lease, shipping, installation, training, and any maintenance agreement costs). Can you provide the full contact information of all proposed equipment vendors? Can you provide a copy of the invoice or purchase and sales agreement for all equipment?
How would you rate your current credit history?
This is only to give the lenders an idea if they are able to fund the deal. Most lenders in our network prefer an credit score of at least 551. However, it does not automatically disqualify you if your score is less. Lenders want to see the full health of your business, such as monthly sales and time in the business. Lenders will do their own due diligence and may request signed documentation to pull a credit report.
Can you produce the following? Check box for yes, leave unchecked for no.
Most lenders request complete 2-3 years personal and business tax returns and financial statements. Some lenders may not request any at all. Each lender has their own requirements, which will be discussed once the a lender gives an initial approval for funding.
Provide information that may help us understand your challenges on securing funding. Include any reasons why you may had trouble securing funding with a traditional bank.