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