Know exactly what lenders want — and whether you have it. The same documents, benchmarks, and product guide our specialists use with business owners.
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If you're a business owner considering $25K–$5M+ in financing, this checklist is for you — whether you're starting your first application or rebuilding after a decline.
No idea what lenders actually look for? This gives you the exact checklist so you're not starting blind.
Planning expansion, acquisition, or equipment purchase — and need to know if your financials are ready.
Got turned down? The checklist shows exactly what went wrong and what to fix before reapplying.
Four sections, zero fluff. Every item is something a lender will ask for or use to evaluate your application.
The exact list of 20+ documents — organized by category, from tax returns to debt schedules to use of funds narrative.
The numbers that determine approval vs. decline — DSCR thresholds, time-in-business minimums, and credit score requirements by product.
5 questions that map your situation to the right funding product — working capital, equipment financing, SBA, commercial real estate, or acquisition.
The specific errors that kill applications — and the exact steps to fix each one before you apply.
These are the reasons qualified businesses get declined — and every one is completely avoidable with preparation.
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