(801) 545-4000

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Funding

Guidelines

Here Are Our Funding Guidelines

Middle Market Mid Ticket

  • $500K+
  • Minimum 2 years in business
  • 3rd party prepared statements preferred
  • Three year company and personal returns
  • PG’s required on owners with 20%+
  • Equipment quote/invoice
  • All structures available
  • Approvals in 5+ days

CFP Quick Turn

  • $300K to $500K
  • Minimum 2 years in business
  • Most recent YE financials & tax return & current interims
  • PFS & most recent personal tax return
  • Business debt schedule
  • Equipment quote/invoice
  • All structures available
  • Approvals in 1-7 days

CFP App-Only

  • $150K to $300K
  • Minimum 3 years in business
  • Credit application and CBR authorization
  • 3 months of bank statements (5 figure average daily balance)
  • Equipment quote/invoice
  • Most structures available
  • Approval in as little as 1 day