Funding Guidelines

Here are our funding guidelines. 

Middle Market Mid Ticket

  • $500K to $15MM
  • Minimum 2 years in business 
  • 3rd party prepared statements preferred
  • Three year company and personal returns
  • PG’s required on owners with 20%+
  • Rates from 6% to 12%
  • All structures available
  • Approvals in 5-15 days

CFP Quick Turn:

  • $300K to $500K
  • Minimum 2 years in business 
  • Most recent YE financials & tax return
  • PFS & most recent personal tax return
  • Rates from 8% to 14%
  • All structures available
  • Approvals in 1-5 days

CFP App-Only:

  • $150K to $300K
  • Minimum 3 years in business 
  • Credit app
  • 3 months of bank statements (average $20K balance)
  • Dealer quote/invoice
  • Rates 10%+
  • Most structures available
  • Approval in as little as 1 day