Pre-qualification Interview

First Name

Last Name

Organization

Email

Phone

City

State

Website

I agree to terms & conditions provided by the company. By providing my phone number, I agree to receive text messages from the business.

What will you be using the funding for?

Starting a business

Fund a current business

Purchase Real estate

Buy equipment

Does the business generate most of its revenue through credit card sales?

How much funding do you need?

$0-150k

$150k+

What is your credit score?

680+

650

less than 650

Do you have a co signer with credit score over 680+?

Yes

No

Needs to repair credit

Is the business less than 2 years old?

Yes

No

How old is the business?

Less than 4 months

4-24 months

24+ months

is the amount they are requesting more than their monthly revenue

Yes

No

How soon do you need funding?

ASAP

No Rush

is the amount they are requesting more than their monthly revenue (over 24 months)

Yes

No

Do you have real estate?

Yes

No

What is the client looking to do with real estate?

Get funding using real estate

Purchase real estate

Refinance real estate

Finance Fix and Flip

Purchase/refinace a home they will live in.

How much is the real estate purchase?

Less than $65k

$65k+

Submit to Velocity

Mortgage Capital

Submit to

Lima One

Does the real estate have equity?

Yes

No

Submit to WBL

Do you have any assets that may be used for funding?

Yes

No

Submit to Paragon

or Meritus for

asset based

financing

Is your credit score less than 580?

Less than 580

580+

Submit for

Everlasting

Capital

Probably needs a VC

Torro, NCC

7 Figure Funding

MCA

ARF Financial

May qualify for additional funding if older then 24 months

Submit for MCA

or Term Loan or

Business LOC or

ARF financial if

over 650 credit

Submit for SBA or

Term Loan or ARF

finacial or Business

LOC with Idea

Financial if over

680 credit

Cannot finance homes to live in

Thank you

NEXT