Loan Qualification Assessment Order Confirmation


You have just finished purchasing your Loan Qualification Assessment!

Here is what happens next:

  • Within the next 10 minutes, you’ll receive an onboarding email from us where you’ll be asked to submit the following documents:
    • 2020 & 2021 Business Tax Returns (or Profit & Loss Statements)
    • 2020 & 2021 Personal Tax Returns
    • Personal & Business Debt Summaries (templates included if needed)
  • Within 48 hours of us receiving your documents, you will receive your completed Loan Qualification Assessment Report
  • After you receive your report, you’ll have the option to schedule your 60 minute consultation with your Advocate where they will review your assessment and answer any questions you may have
  • If your business meets the minimum cash flow criteria, we advise you of the next steps your business can take to prepare to apply for your business loan
  • If your business does not meet the minimum cash flow criteria, we advise you of what steps you can take to qualify

In case you don’t see the onboarding email, be sure to check your spam folder.

If you have any questions, feel free to email me at