A complete file gets reviewed faster than a file that needs three follow ups.
Usually included
- A signed application
- The last three to four months of business bank statements
- Owner ID if the funder asks for it
- Notes on existing advances
- A short summary: amount, use of funds, timing
Write a two line summary
Funders read many files. A short note that says what the business does, what the money is for and anything unusual in the statements helps.
Be honest
Do not hide open advances or explain away clear problems. It only delays the answer and hurts your name with the funder.
Want live MCA leads? Unlock fresh merchants with credits, straight to your CRM.
Get leads now
