Intake Form

Please take a few moments to answer the questions below so that we can better help you with your business!

Loan Readiness Questionnaire
First and Last Name
Look up your NAICS code here: https://www.census.gov/eos/www/naics/
Example: John Doe 51%; Jane Sample 49%
Maximum upload size: 52.43MB
Maximum upload size: 52.43MB
Leave blank if unsure
Examples: 8A, woman-owned, minority-owned, etc)
Separate each certification above with a comma.
Look up your EIN with the state here: https://www.irs.gov/businesses/small-businesses-self-employed/state-links-1
Examples include line of credit, business vehicle, equipment loan, business loan, etc.
Salesforce, Mind Body, Shopify, etc.
For example, 30 days.
Please denote between full-time and part-time employees, for example: 2 full-time and 4 part-time employees.
Leave blank if unsure.
Leave blank if unsure.