Business profile
Funding type, legal business name, DBA, company email, phone, structure, federal tax ID, industry, NAICS code, and website.
Operating history
Average monthly deposits, business founded date, owned-since date, and homeownership status for the primary owner.
Location and ownership
Primary business address plus owner identity, date of birth, ownership percentage, phone, and home address.
Financing request
Amount requested, credit score estimate, primary use of funds, and any current loans or cash advances.
Real estate underwriting
Borrower role, property state, experience, loan type, transaction details, property details, and deal numbers when real estate funding is selected.
Required documents
At minimum the form requests recent bank statements, and the real estate path expands into ID, contracts, mortgage statements, budgets, leases, insurance, and property photos.