Complete You Onboarding Funding Application Below

Funding Application Onboarding

We need your personal and business information to apply for funding. Please make sure you have theses documents available and ready when you answer this form --- Driver's License (clear picture of front and back) - If you don't have a driver's license, you may use any Government picture ID (front and back), Social Security ID (clear picture of front and back), past 2 year's tax return - personal and business (if available), recent 6 months bank statements - personal and business (if available), Articles of Incorporation, EIN Letter, Operating Agreement, and last 30 days paystubs (if available). Please complete this form for each business entity you'd like us to leverage for funding. 

Personal Information

16 Questions

Name

Phone Number

Personal Email

Date of Birth

Social Security Number

Marital Status

Are you a US citizen?

Driver's License #

State Issued

Date Issued

Expiration Date

Home Address

Country

Residence Type

Move in date

Monthly Payment

Employment Information

7 Questions

Employer's Name

Position/Role

Occupation

Describe your work and/or what your employer does

Office Phone Number

Employment Start Date

Employer's Address

Source of Income

4 Questions

Income type

Monthly household Income

What is your adjusted gross income listed on your taxes

Financial Details

8 Questions

Please share bank balance details

Lenders like to assess liquidity when providing applicants with funding.

Please share current business funding details

This gives us a sense of any outstanding business debt you have.

Please Provide Retirement Account Assets

By providing this information, we can determine if self-directed IRA can provide you with additional funding. If you don't have any retirement accounts, then leave this blank.

Household Income

How much money do you have in your checking and savings accounts combined?

What's the total value of your personal investment accounts (stocks, bonds, IRAs, 401(k)s, etc)

If you own your home, what's the estimated value?

Have you filed your previous years taxes?

Business Information

22 Questions

Business/Company Name Being Used For Funding

Business Title

Business Address

Business Industry

Date of Formation

State Entity was created in/Formed

EIN #

Business Phone Number

Business Website

Business Email

Company Structure

Number of Employees

Years in Business

Annual Revenue

NET Annual Profit

Percentage of Ownership

List any business debt and the approx. amount owed and payment amount.

If you have any other owners/partners with more than 25%, please list their full names below

Terms and Conditions

Clear

Do You have another business entity you'd like us to leverage for funding?

Documents Upload

10 Questions

Driver's License

Social Security ID

Personal Tax Return - Past 2yrs

Personal Bank Statement - 6 months

Pay stubs (Past 30 days)

If applicable

Business Tax Return - Past 2yrs

Business Bank Statement - 6 months

Articles of Incorporation

Operating Agreement

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