Step 2 · Personal credit
Your credit picture Answer as best you can — “not sure” is a perfectly good answer. Please do not include account numbers or Social Security numbers anywhere in this form.
Self-reported credit range Choose a range Below 580 580 – 619 620 – 679 680 – 739 740 or above Not sure Are your recent credit reports available? Choose one Yes — pulled in the last 30 days Yes — but older than 30 days No, not yet Not sure how to pull them Desired timeline Choose a timeline As soon as practical Within 30 – 60 days Within 90 days Within six months Exploring options — no fixed timeline
Anything else we should know? Optional — a short note about what you have already tried helps us prepare.
Step 3 · Business
Your business Self-reported details only — no account numbers, tax IDs, or statements through this form. Documents are requested through the secure portal after your assessment.
Business name Business location (state) Choose a state AL AK AZ AR CA CO CT DE DC FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY Entity type Choose one Sole proprietor Single-member LLC Multi-member LLC S corporation C corporation Partnership Not sure yet Industry Time in business Choose one Not yet operating Less than 1 year 1 – 2 years 3 – 5 years More than 5 years Annual revenue range Choose a range Pre-revenue Under $100,000 $100,000 – $500,000 $500,000 – $1,000,000 $1,000,000 – $5,000,000 Over $5,000,000 Business bank account in the business name? Choose one Yes No Not sure Is bookkeeping current? Choose one Yes — current and reconciled Partly — some months behind No — not current No bookkeeping yet
Funding amount sought Optional — an approximate range is fine. Intended use of funds Choose one Working capital Equipment Inventory Hiring Marketing Facilities or build-out Refinance existing debt Software or technology Other Existing business financing? Choose one Yes No Not sure Funding timeline Choose a timeline As soon as practical Within 30 – 60 days Within 90 days Within six months Exploring options — no fixed timeline
Anything else about the business? Optional.