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Fundability Assessment & Pre-Qual Application

Important Instructions

List of Documentation Needed for Qualification

  • 1) Last pay stub 2) Last year’s tax return (all pages). If your tax return has not been filed, provide last years W-2's, 1099's, and/or K-1's. 3) Credit report in PDF format only using the website www.creditchecktotal.com

If you own 19% interest or more in another, business, we need the following documentation:

  • 1) Tax Return for the last three years 2) Current Interim Profit & Loss Statement for any period not covered by last filed tax return 3) Current Balance Sheet and P&L Statement from above. 4) Schedule of Business Debt (must tie back to Balance sheet, #3 above

Speak with a Consultant

We are here to guide you every step of the way towards financial succession. Fill out the form below or call us directly.

Our Promise:

We believe in Customer Service

Customer Service is not only back in style, but it is at the core of how we conduct our business. You will hear it from your very first call and in every form of communication throughout the funding process.

Each member of your team has been hand-picked because of their reputation. That means we do things right. When it comes to anything financial in nature, you want to know that you’re in experienced hands. Most likely we have been referred to you because of our track record. Keeping your confidence is key to each team member’s personal success.

We inspire confidence

It’s not good enough to have “good intentions”. Your Funding Sense Team is focused on delivering. That means, phone calls are made when promised. Deliverables are fulfilled when promised. And when obstacles appear, you are notified.

Follow-Through