New Client Intake

New Client Intake

Secure client onboarding. Please do not enter your SSN or full bank-account numbers. Upload your ID and documents in the Documents section. We provide education and preparation, not legal/tax/financial advice, and guarantee no funding outcome.
About You
Full legal name
Preferred name
Title or role in business
Email address
example@example.com
Mobile phone
Please enter a valid phone number.Format: (000) 000-0000.
Business phone
Please enter a valid phone number.Format: (000) 000-0000.
Mailing address

Street Address

Street Address Line 2
CityState / ProvincePostal / Zip Code
Best way to reach you
Best time to reach you
Additional owners or partners, list name ownership percent role and email
Your Business
Legal business name
DBA or trade name
Entity type
State of formation
Date formed

MonthDayYear
Date
Other states registered
EIN
NAICS or industry code
Website
Business email
example@example.com
Time in operation
Number of employees or contractors
What your business does
Business physical address

Street Address

Street Address Line 2
CityState / ProvincePostal / Zip Code
Is the business home-based
Exact legal name to use everywhere
Exact business phone to use
Exact business address to use
Exact business email or domain
Do you have a Google Business Profile
Known listing inconsistencies in name address or phone
Status and Compliance
Current entity standing
Annual report or state filings current
Registered agent in place
Registered agent name
Operating agreement or bylaws in place
List all business licenses and permits held and whether each is current
Any name address or ownership changes or compliance lapses
Banking and Financials
Dedicated business bank account
Banks used
Business debit or credit card
Are business and personal finances ever mixed
Bookkeeping in place
Software or bookkeeper name
Approximate annual revenue
Currently profitable
Average monthly revenue
Average monthly expenses
Payment or merchant processor used
Business Credit and Funding
Do you have a DUNS number
Known PAYDEX score
Known Experian Intelliscore
Which business credit files do you believe exist
Any business credit derogatories
Existing vendor or credit accounts, list vendor, reports to bureau, terms, status
Existing loans lines or credit cards, list lender, type, balance, monthly payment, status
Have you applied for business funding before
If you were denied, the reason given
How much funding are you seeking
What will the funds be used for
Timeline for funding
Collateral available if needed
Types of funding you are interested in
Certifications you are interested in
Personal Credit (self-reported only)

We build business credit and never pull or repair personal credit. This is self-reported and helps us plan.
We build business credit and never pull or repair personal credit. This is self-reported and helps us plan.
Approximate personal credit score range
Comfortable providing a personal guarantee if required
Personal credit frozen or locked
Anything about your personal credit we should know, optional
Goals and Fit
Your top business goals for the next 12 months
What prompted you to reach out and your number one obstacle
Have you worked with a similar service before
Are you the sole decision maker
If not, who else is involved
Which service level fits you today
Budget you are ready to invest
How did you hear about us
Documents
Upload what you have; you can add the rest later. Accepted: PDF, images, Word, Excel. Please upload your photo ID here rather than typing ID numbers.
Identity and Ownership documents

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Formation and Legal documents

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Banking and Financial documents

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Credit and Funding documents

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Other or Funding Readiness documents

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Consent and Signature
I consent to be contacted by phone, email, and text regarding this engagement.
Signature, sign your full legal name
Date

MonthDayYear
Date
Should be Empty:

New Client Intake

About You

Your Business

Status and Compliance

Banking and Financials

Business Credit and Funding

Personal Credit (self-reported only)

Goals and Fit

Documents

Consent and Signature