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How it works

Start to funded,
with us in the deal the whole way.

Most loan brokers hand you off after the intro call. We don't. From the moment you fill out the pre-qualify form to the day the wire hits your account, we're running point on your file.

  1. 01

    90 seconds

    Pre-qualify

    Tell us about your business and your deal. Self-reported information only. No credit pull. No commitment. We use what you share to figure out which lenders fit your specific deal.

    • Loan amount, purpose, and timing
    • Time in business, annual revenue
    • Self-reported credit range
    • Industry, state, and business structure
  2. 02

    30 to 45 minutes

    Strategy call

    We get on a call and go deeper. We walk through your deal, timeline, and goals. By the end you'll know exactly which loan products fit, what rate range to expect, what terms are realistic, and what documents we need.

    • Match deal to specific lender products
    • Rate and term expectations
    • Realistic timeline to funding
    • Document checklist for your loan type
  3. 03

    1 to 3 weeks

    Loan packaging

    This is the part most brokers skip. Our team builds the file lenders actually want to see. Cleaned-up financials, three-year projections, business plan refined or written from scratch, use of funds, lender-specific narrative. When your file goes out, it goes out polished.

    • Three-year financial projections
    • Business plan and feasibility analysis
    • Personal and business financial statements
    • Use of funds breakdown
  4. 04

    2 to 6 weeks

    We pitch your deal

    We pick the lender from our 250+ network most likely to fund your file and pitch your deal directly. By phone. By email. To people we know. We push back on pricing, structure, and covenants. We bring you the strongest offer we can secure.

    • 250+ lender, partner, and investor relationships
    • Direct lender pitching, not portal submissions
    • Active negotiation on rates, terms, and covenants
    • CDFI and specialty options for harder deals
  5. 05

    1 to 4 weeks

    Close and fund

    Once you accept the offer, we stay in the deal through close. Underwriting questions, document requests, last-minute conditions. We run point on all of it. You sign, the wire hits, and you go run your business.

    • Underwriting management
    • Document and condition tracking
    • Closing coordination
    • Post-close availability for the next deal

How long it takes

Timelines, honest and specific.

Fast track

Days to 2 weeks

Working capital, lines of credit, equipment financing. Lenders in this space can fund in 48-72 hours from packaged file when the deal is clean.

Standard

4 to 8 weeks

Most SBA loans and commercial real estate. Timing depends on lender underwriting queue and how quickly we collect documents.

Complex

8 to 16 weeks

Acquisitions with seller-side coordination, construction loans, deals requiring credit repair or restructuring. We tell you up-front what to expect.

Questions, answered

Everything you'd want to know.

Don't see your question? Ask us directly.


Let's get you funded

Capital is closer
than you think.

90 seconds gets you to a real answer. Tell us what you're working on, and we'll tell you what's possible.

No credit pull. No commitment. No upfront fees, ever.