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There are many very specific lending requirements for every type of financing but the 3C’s are a great place to start. If a customer has 1 of the 3C’s please submit the customer financing for a finance review by filling out this form. Finance specialists will review what the customer likely qualifies for now and what they can do to qualify for additional finance in the future.

Funding Cheatsheet:
Scroll past this form to see the Funding Cheatsheet
(current general high level guidelines for each financing type)
MM slash DD slash YYYY
Personal Credit Score*
Monthly Gross Revenue*
Business Owned Collateral*

Account Executive Information

Verify who's sending this request on behalf of the finance lead.
Team Member Full Name

Funding Program Cheat Sheet