Business Line of Credit Application

Apply For Financing in 5 Easy Steps

  1. Download the required documents listed below.

  2. Complete the forms offline using your computer or mobile device

  3. Make sure your completed documents are saved and ready to upload.

  4. Fill out the short questionnaire at the bottom of this page.

  5. Upload your completed documents, and all other required documents, and click Submit to send your application.

📄 Required Documentation for Business Lines of Credit

We make funding simple and transparent. Here’s what you’ll need based on your desired line amount:

💰 Lines of Credit Under $250,000

✅ 1 year of the most recent business tax returns

💼 Lines of Credit Over $250,000

Please provide the following:

  • 📘 Business tax returns – last 3 years

  • 🧾 Personal tax returns – last 2 years (for each owner)

  • 📊 Year-to-date Accounts Receivable Aging Report

  • 🧍‍♂️ Completed Personal Financial Statement (PFS) for each owner

🏦 Lines of Credit Over $950,000

For larger credit lines, we’ll need a more complete picture:

  • 📘 Business tax returns – last 3 years

  • 🧾 Personal tax returns – last 3 years (for each owner)

  • 📊 Year-to-date Accounts Receivable Aging Report

  • 💳 Business debt schedule (if applicable)

  • 🧍‍♂️ Completed Personal Financial Statement (PFS) for each owner