Business & SBA Financing Pre-Screen

Business, UPL & SBA Financing Pre-Screen

Share your business details and requested financing so our team can match you with the right review path. SBA 504 may involve business-use property or qualifying long-life equipment, while investor property bridge requests belong on the real estate pre-screen.
Primary requested funding product
Our team will match your request during review. Choosing a product does not determine eligibility.
Business owner's full legal name

First NameMiddle NameLast Name
Email
example@example.com
Mobile phone
Please enter a valid phone number.Format: (000) 000-0000.
Current state
Referring IIRG representative
Select your IIRG Rep
Legal business name
Entity type
Time in business
Industry / business type
Requested funding amount
Intended use of funds
Whether the project is business-use property or long-life equipment
Total project cost/use
Estimated personal FICO score
Desired funding timeline

MonthDayYear
2 digit month, 2 digit day, 4 digit yearDate
Short notes
If you selected UPL, continue here: Continue to UPL Intake
Select one funding product only. If you need a different product, submit a separate request only after speaking with IIRG.
Funding request
Program availability, underwriting, pricing, loan amount, term, and approval are subject to the selected lender's current requirements. No program is approved or guaranteed by this submission.
Detailed explanation of use of funds
Purpose categories that apply

Other
Desired term
Desired payment structure
Deadline or closing date

MonthDayYear
2 digit month, 2 digit day, 4 digit yearDate
Is collateral available?
Willing to provide a personal guarantee?
Additional notes on timing, collateral, or structure
Borrower and referral information
Best way to communicate

Other
Desired funding date

MonthDayYear
2 digit month, 2 digit day, 4 digit yearDate
Co-owner or guarantor name

First NameMiddle NameLast Name
Co-owner or guarantor email
example@example.com
Business information
DBA / trade name
State of formation
EIN
Date business was established

MonthDayYear
2 digit month, 2 digit day, 4 digit yearDate
Business website or social media
Business address

Street Address

Street Address Line 2
CityState / ProvincePostal / Zip Code
Number of owners
Ownership breakdown
Is the business currently operating?
Is this a startup?
Is the business current on taxes and government obligations?
Business financial profile
Average monthly gross revenue
Average monthly net revenue / profit
Average monthly bank deposits
Last twelve months gross revenue
Prior-year gross revenue
Existing monthly business debt payments
Current business debt balances
Business cash on hand
Current monthly operating expenses
Number of employees
Any unpaid taxes, judgments, liens, merchant-cash-advance balances, or defaults
Owner/guarantor profile
Personal annual income
Monthly housing payment
Monthly personal debt payments
Have you ever experienced any of the following?
Recent personal credit inquiries
Guarantor ownership information
Selected Business Program Details
Selected business program
Requested amount
Intended use of funds
Detailed business purpose
Average monthly gross revenue
Average monthly bank deposits
Time in business (years)
Industry / business type
Current business debt
Current monthly debt payments
Preferred repayment structure
Do you expect to draw and repay funds repeatedly?
Any existing relationship or prior application?
Equipment description
Purchase price
Equipment age (years)
Required acknowledgments
I understand that this submission is preliminary and is not a loan approval or a commitment to lend
I understand that IIRG may request additional information
I understand that IIRG does not guarantee funding, terms, rates, approval, or closing
I certify that the information provided is accurate and complete to the best of my knowledge
I confirm that the requested financing is for a lawful business purpose
I understand that the business broker agreement must be signed before document collection, full underwriting, lender matching, or lender submission
I understand that final underwriting is required after the agreement is signed
IIRG Tracking – Updated by IIRG
Lead Status
Next Task for RA
Task Due Date

MonthDayYear
2 digit month, 2 digit day, 4 digit yearDate
Homeownership
Average daily business bank balance
Should be Empty:

Business, UPL & SBA Financing Pre-Screen

Funding request

Borrower and referral information

Business information

Business financial profile

Owner/guarantor profile

Selected Business Program Details

Required acknowledgments

IIRG Tracking – Updated by IIRG