OUR PROCESS
How It Works
A proven five-step process designed to maximize your funding success through strategic preparation and expert execution
Pre-Qualification
Understanding Your Current Position
We begin with a comprehensive assessment of your current financial position, business structure, and funding goals.
What's Included:
- Review of personal and business credit profiles
- Analysis of current business structure and compliance
- Assessment of funding needs and timeline
- Identification of immediate opportunities
- Clear roadmap of what's possible and what needs work
Fundability Audit
Identifying Gaps and Opportunities
A detailed review of everything lenders will see when evaluating your application.
What's Included:
- Credit report analysis (personal and business)
- Business entity and compliance review
- Documentation and record-keeping assessment
- Banking relationship evaluation
- Identification of red flags and fundability issues
- Prioritized action plan for improvements
Positioning & Packaging
Preparing You to Qualify
Strategic preparation of your profile, documentation, and business structure to maximize approval rates.
What's Included:
- Credit profile optimization strategies
- Business structure and compliance corrections
- Documentation preparation and organization
- Banking relationship development
- Tradeline and credit history building
- Application timing and sequencing strategy
Submission Strategy
Executing with Precision
Targeted application approach using underwriter-level insights to match you with the right funding sources.
What's Included:
- Lender matching based on your profile
- Strategic application timing and sequencing
- Professional application preparation
- Documentation package assembly
- Follow-up and communication management
- Negotiation support when needed
Funding & Scaling Roadmap
Long-Term Success Strategy
Post-approval guidance and ongoing strategy to maintain and expand your funding capacity.
What's Included:
- Credit utilization and management guidance
- Account maintenance best practices
- Future funding opportunity identification
- Credit limit increase strategies
- Long-term fundability maintenance
- Scaling roadmap as your business grows
Why This Process Works
Underwriter Perspective
We see what lenders see and fix issues before they become problems
Compliance First
Everything we do is above board, documented, and built to last
Strategic Execution
Timing, sequencing, and positioning matter — we get it right
Ready to Start Your Funding Journey?
Let's assess your situation and create your personalized funding strategy
Begin Pre-Qualification