Process
How our lending process works
We combine responsible underwriting with technology to make the process as clear and efficient as possible. You always know what information is needed and where you are in the review process.
- Initial conversation to understand your business and objectives.
- Submission and review of financial documents and account information.
- Discussion of potential structures and alignment to your cash flow.
- Documentation, funding, and ongoing relationship support.
As part of this process, we may use secure automated tools, including systems that may function as an automatic telephone dialing system, to send informational updates and account-related communications. These tools help us deliver timely messages while honoring your communication preferences.