Loan Qualification Assessment Order Confirmation


You have just finished purchasing your Loan Qualification Assessment!

Here is what happens next:

  • You’ll soon receive an onboarding email from us within 15 minutes where you’ll be asked to submit the following documents:
    • 2020, 2021, & 2022 Business Tax Returns (or Profit & Loss Statements)
    • 2020, 2021, & 2022 Personal Tax Returns
    • Personal & Business Debt Summaries (templates included if needed)
  • 2022 financials are not required, although we strongly encourage business owners to include this information as banks will use it when evaluating loan eligibility.
  • Within 48 hours of us receiving all the documents needed, you will receive your completed Loan Qualification Assessment Report in the form of a PDF via email.

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