Step 1: Discovery & Prequalification Call
We begin with a discovery call to understand your goals, immediate business needs, funding timeline, and the outcomes you want to achieve.
Step 2: Follow-Up Credit Analysis Call
We review your full credit file and business profile to assess eligibility, identify potential issues, and confirm alignment before moving forward.
Step 3: Funding Strategy Session
We define your goals, review product eligibility and underwriting guidelines, and outline the best next steps for a focused funding strategy.
Step 4: Onboarding & Documentation
We collect and organize the required documents, confirm that everything is complete, and prepare your file for submission and proper sequencing.
Step 5: Funding Campaign Launch
A dedicated business consultant works with you one-on-one as we launch the agreed funding plan, sequence submissions, and begin execution.
Step 6: Ongoing Support & Management
We manage follow-ups, communicate with banking partners, track approvals, and plan the next steps for future funding opportunities after closing.
Speak With Our Funding Team
Share a few details about your business, and our consultants respond promptly with clear next steps, funding options, and guidance designed around your goals and eligibility.