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Equipment Financing

  • 6 Months Business Bank Statements

  • Drivers License

  • Voided Check

  • Most Recent Business Tax Return*

  • Invoice for the Equipment you Wish to Purchase

Simple Interest Term Loan

  • Proof of Income (Upload 1)**

    • Personal

      • w-2

      • 2 Most Recent Paystubs

      • 2 Most Recent Tax Returns

    • Business

      • 2 Most Recent Business Tax Returns

Working Capital Line

  • 6 Months Business Bank Statements

  • Drivers License

  • Voided Check

  • Most Recent Business Tax Return*

Business Line of Credit

  • 6 Months Business Bank Statements

  • Drivers License

  • Voided Check

  • Most Recent Business Tax Return*

Invoice Factoring

  • Detailed AR Report

  • Sample Invoice

  • Current term sheet if you’re already using a factoring company

  • Articles of incorporation/Organization

  • Voided Check

  • Driver’s License

Merchant Processing (Rate Analysis)

  • For Existing Processing Rate Saving Analysis

    • 2 Most Recent Processing Statements

    • Drivers License

    • Voided Check

  • For New Account Setup

    • Drivers License

    • Voided Check

*Please confirm with that this is a necessary document as it is only required in certain situations

** Please confirm the required documents with your advisor

†Your advisor may ask for different/additional documents based on your application and requests from the underwriter or processing teams for your desired program


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