Onboarding Instructions

Please complete the intake form below and upload all required documents directly within this portal.

Once submitted, our team will begin the review process and contact you if additional information is required.

Primary Contact Full Name *

Organization Name *

Phone *

Email *

Role

Business Structure (LLC, S-Corp, C-Corp, Partnership, or Sole Proprietor)

Business Start Date

Gross Sales/Revenue:

Current business credit score if known?

Current personal credit score if known?

Do you have any open business credit lines or loans ?

If yes, list current balances and lenders below:

Any derogatory marks — late payments, collections, charge offs?

Any bankruptcies — personal or business?

How much funding are you looking to obtain?

What type of financing are you seeking — credit building, business loan, line of credit, SBA, equipment financing, other?

What is the funding for?

How soon do you need it?

Have you been declined for Business Credir or Financing before?

If yes, what was the reason given for denial?

Additional (If Available)

Prior reports
Notes on any known issues or discrepancies

Please upload prior reports or any additional documents here:

Please upload all missing documents...

All information is handled securely and used solely for onboarding and system setup. All data is encrypted and handled in accordance with Attorney-Client confidentiality standards. If anything is not immediately available, you may skip it for now—we’ll follow up as needed.

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