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WORKSHOP RESOURCE

Preparing Your Financing File.

Organize the information an advisor and lender may request.

What to review

  • Prepare recent bank statements and basic business information.
  • List current lenders, balances, and payment schedules.
  • Gather the program-specific documents requested by your advisor.
Open the related tool

Educational information. Program availability and terms depend on eligibility, underwriting, and the lender.

YOUR NEXT MOVE

Let’s talk about your business.

Start with a short inquiry. A financing advisor can help you explore your options.

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Ready to move your business forward?

Tell us what you need. Let’s explore your financing options.

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Get Pre-approved

LET’S BUILD YOUR NEXT CHAPTER

Start with your business.

Tell us what you need. A financing advisor can help you explore the next step.

This initial inquiry does not request a credit report. A full financing application may require separate lender authorizations. Privacy Policy · Credit inquiry information · Terms of Service

Marketing texts are optional and separate from this inquiry. To record your SMS choice, visit our text messaging signup page and review its SMS Terms and SMS privacy information. The text program is awaiting activation.

Continue to the full application