3F Funding

3F Funding
CONFIDENTIAL & PROPRIETARY: THE INFORMATION CONTAINED IN THIS DOCUMENT IS PRIVATE, PRIVILEGED, AND INTENDED EXCLUSIVELY FOR THE USE OF THE INDIVIDUAL OR ENTITY NAMED ABOVE. ANY UNAUTHORIZED DISSEMINATION, COPYING, OR DISCLOSURE IS STRICTLY PROHIBITED.

WELCOME TO FORTRESS FUNDING & FINANCE(3F FUNDING)
FROM THE OFFICE OF SHANE T. STEINHART | MANAGING DIRECTOR
At 3F Funding, we believe entrepreneurs and business owners deserve the opportunity to scale and operate on their own terms—without the friction and rigid requirements of traditional big banks. As a specialized commercial brokerage, we match your business directly with over 20 tailored institutional lenders. My role is to guide you through the underwriting process, present your file in the best possible light, and put the decision-making power directly in your hands while supporting you every step of the way.
Qualification Baseline
To ensure a seamless pre-qualification process across our lender network, please note our core criteria:
- Established Businesses: Require a FICO score above 640 and a minimum of $150,000 in gross monthly sales to qualify for most business loan products.
- Start-Ups: While the gross sales minimum does not apply, start-ups require a FICO score above 640 and four (4) months of recent personal bank statements in place of business revenue history.
What Happens Next: The Workflow
Once you have completed and signed the online Jotform application and uploaded your required document package:
1. Signed 3F Funding Application
2. Four (4) Months of Bank Statements (Business for established entities; Personal for start-ups)
3. Profit & Loss (P&L) Statements
4. Accounts Receivable (A/R) Aging Report
5. Any Additional Required Financial Documentation
Tri-Bureau Credit Verification via IDIQ
Step 1: Directly following document submission, you will be redirected to our secure IDIQ credit monitoring portal link. This soft-pull credit check will import your tri-bureau credit report (Equifax, Experian, TransUnion) and official FICO scores without impacting your credit score.

**Important Action Required inside IDIQ: Once logged into your IDIQ dashboard, navigate to your display options and select Split-View. Selecting Split-View grants 3F Funding immediate access to view your tri-bureau report alongside you so we can begin calibrating your file against our lender criteria without delay.

Step 2: Lender Calibration & Matching
With your financial packet and credit verification complete, I personally analyze your business profile against our network of 20+ lending institutions. We identify the lenders whose risk parameters, rates, and terms best align with your capital requirements.

Step 3: Formal Underwriting & Direct Handshake
We submit your calibrated package directly to our top-choice funding partners. Once preliminary offers are generated, I present you with options and facilitate a direct handshake between you and the lender to execute your funding.
Shane T. Steinhart
Managing Director | Fortress Funding and Finance LLC
shane@3ffunding.com | www.3ffunding.com
(520) 333-7475 | Tucson, AZ
CONFIDENTIAL & PROPRIETARY: THE INFORMATION CONTAINED IN THIS DOCUMENT IS PRIVATE, PRIVILEGED, AND INTENDED EXCLUSIVELY FOR THE USE OF THE INDIVIDUAL OR ENTITY NAMED ABOVE. ANY UNAUTHORIZED DISSEMINATION, COPYING, OR DISCLOSURE IS STRICTLY PROHIBITED.

3F FUNDING APPLICATION
Shane T Steinhart
Managing Director
Fortress Funding and Finance LLC
shane@3ffunding.com
www.3ffunding.com
6160 E Bellevue St., #133
Tucson, AZ 85712
(520) 333-7475
Principal Full Name:

First NameLast Name
Address:

Street Address

Street Address Line 2

CityState

Zip Code
Phone / E-Mail:
Date of Birth:

MonthDayYear
2 digit month, 2 digit day, 4 digit yearDate
SSN:
Title:
% Ownership:
Co-Owner Full Name:

First NameLast Name
Address:

Street Address

Street Address Line 2

CityState

Zip Code
Phone / E-Mail:
Date of Birth:

MonthDayYear
2 digit month, 2 digit day, 4 digit yearDate
SSN:
Title:
% Ownership:
List Additional Owners on Separatete Sheet
Business Name / DBA:
Entity Type:
Business Start Date:

MonthDayYear
2 digit month, 2 digit day, 4 digit yearDate
Date Acquired:

MonthDayYear
2 digit month, 2 digit day, 4 digit yearDate
Business Physical Address:

Street Address

Street Address Line 2

CityState

Zip Code
Business Mailing Address (if different):

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Business Phone / Fax / E-Mail:
Website:
Rent/Lease/Own:
Monthly Payment:$
Remaining Term:
Landlord/Mortgage Co.:
Phone:
Format: (000) 000-0000.
NAICS Code:
Tax ID:
FICO:
Primary Business Sector / Industry:
Capital Amount:
Usage:
Timeline:
Gross Annual Sales:$
Gross Monthly:$
Current Cash Advances / Loan Balances:$
NON-BINDING APPLICATION DISCLAIMER:
This document constitutes an application and request for information only. Submission of this application does not constitute a contract of sale, a commitment to fund, or an offer to enter into a legally binding financial agreement. Neither 3F Funding nor the applicant is obligated to proceed with any transaction, sale, or financing arrangement until formal transaction documents are mutually executed.
Pre-Qualification & Document Submission Notice
To proceed with underwriting, we require four (4) months of recent business bank statements, P&L Statements, and Accounts Receivable Aging Report (if applicable) and can all be uploaded once you hit the Submit button.

Upon completion of the uploads, you will receive a link to initiate your soft-pull credit check and view your FICO score. Pricing & Subscription Terms: 7-Day Trial: $1.00 (cancel anytime during the trial period) Ongoing Subscription: $29.86/month for continuous credit monitoring after the 7-day trial ends. We only receive compensation if you remain after the trial period.
OWNER SIGNATURE
PRINTED NAME

First NameLast Name
DATE

MonthDayYear
2 digit month, 2 digit day, 4 digit yearDate
OWNER SIGNATURE
PRINTED NAME

First NameLast Name
DATE

MonthDayYear
2 digit month, 2 digit day, 4 digit yearDate
CONFIDENTIAL & PROPRIETARY: THE INFORMATION CONTAINED IN THIS DOCUMENT IS PRIVATE, PRIVILEGED, AND INTENDED EXCLUSIVELY FOR THE USE OF THE INDIVIDUAL OR ENTITY NAMED ABOVE. ANY UNAUTHORIZED DISSEMINATION, COPYING, OR DISCLOSURE IS STRICTLY PROHIBITED.

Upload Most Recent Four (4) Months of Bank Statements, P&L Statement, A/R Aging Report, and Any Additional Documents You Wish to Submit.

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3F Funding

WELCOME TO FORTRESS FUNDING & FINANCE(3F FUNDING)

FROM THE OFFICE OF SHANE T. STEINHART | MANAGING DIRECTOR

Qualification Baseline

What Happens Next: The Workflow

Tri-Bureau Credit Verification via IDIQ

3F FUNDING APPLICATION