$50K-$100K Business Funding Intake Form

BEFORE YOU COMPLETE THIS FORM, Read the following!

Please DO NOT proceed forward to complete this form if you do not meet the following qualifications below. You will be applying for funding with the following banks: US Bank, Bank of America, or Chase for funding up to $50,000 with no financials required!

You must meet all requirements 100%!

700+ CREDIT SCORE or HIGHER (680 okay with US Bank for credit card)
1-2 CREDIT CARDS THAT has $2500 limits
10-12 PRIMARY ACCOUNTS (7 OKAY)
NO COLLECTIONS PAST TWO YEARS
NO CHARGE OFFS PAST TWO YEARS
NO LATE PAYMENTS PAST TWO YEARS
NO BANKRUPTCY
UTILIZATION UNDER 20% (30% okay with US Bank for credit card)
2-5 INQUIRIES OR LESS IN EACH BUEARU

If you meet all requirements, please proceed to complete this form and book a call with us to discuss options.

If you have any questions or concerns prior to completing the form, please feel free to email us at info@epafinancialsolutions.com.

If you do not meet the qualifications at this time and would like to discuss other funding opportunities or how to reach your financial business goals, book a funding call with us here: https://form.jotform.com/240375219575158.

We look forward to speaking with you soon! 😊

Name*

First NameLast Name

Phone Number*

Please enter a valid phone number.

Business Name*

Enter Your Email*

example@example.com

Business Type*

What bank do you currently have for your business ?

EPA Financials' Business Relationship Managers uses Chase, Bank of America, or US Bank for funding options for our clients. Are you okay (if applicable) with opening a bank account with the suggested banks to receive funding for your business?*

YesNo

Please list your credit scores for each credit bureau: Experian, Equifax and Transunion (*

Note: Please DO NOT USE CREDIT KARMA to determine your scores. Credit Karma do not show accurate scorings and get your applications denied. Use credit monitors such as Experian, MyFICO or MyScoreIQ for credit scores accuracy and your credit profile.

Please indicate how many inquiries do you have in each credit bureau for Experian, Equifax, and Experian. (ex.) Experian - 3 inquiries

Please indicate what is your overall credit card utilization percentage.

What is your average monthly revenue in past 3 months for your business? If none, put $0*

Do you still work a 9-5 job? If so, how long have you been employed*

What month/year did you register your business with your Secretary of State?*

How many companies are you applying for funding for? Choose the option that applies.*

123 or more