🎯 Why This Matters
Some borrowers hesitate to complete intake forms because they don’t understand why each question matters. This article gives clear, reassuring explanations — helping you earn trust and guide them to the finish line.
🧾 Section-by-Section Breakdown
👤 Basic Info
| Field | Why We Ask |
|---|---|
| Full Name | To create your client file and link your docs |
| Email Address | So we can securely send updates & login info |
| Phone Number | For fast contact — especially when time-sensitive offers |
🏢 Business Information
| Field | Why We Ask |
|---|---|
| Legal Business Name | Must match what’s on your EIN, bank docs, and filings |
| Business Structure (LLC, Corp, etc.) | Helps determine funding type and documentation needed |
| Business Start Date | Used to calculate time in business (critical for underwriting) |
| State of Incorporation | Some programs vary by state; also used for compliance |
| EIN (Employer Identification Number) | Needed to apply under your business, not your SSN |
| Business Address | Must match bank or utility documents; used for ID verification |
📈 Financial Snapshot
| Field | Why We Ask |
|---|---|
| Monthly Revenue | Core factor in funding eligibility & limits |
| Average Daily Balance (optional) | Some lenders use this instead of just monthly totals |
| Business Bank Name | Lenders prefer certain banks (for ease of funding) |
| Do You Use Stripe/Square? | Helps support thin bank statements with 3rd-party processors |
💳 Funding Preferences
| Field | Why We Ask |
|---|---|
| Desired Amount | Helps us match you to the right size products |
| Intended Use of Funds | Lenders ask this; different uses qualify for different terms |
| Timeline (Urgency) | Speeds up internal triage & advisor prioritization |
| PG or No PG Preference | Directs you to the right credit-building or funding path |
🤝 Referral or Partner Info
| Field | Why We Ask |
|---|---|
| Referred By (if any) | So we can credit your partner or track campaign performance |
| Additional Contact (optional) | For co-owners, bookkeepers, or assistants to be looped in |
🔐 Privacy Assurance
Your data is never sold or shared outside our funding network.
Every field is used to help you — not to market to you.
You're protected under industry-standard security and compliance practices.
🧠 Advisor Tip to Clients
“We use your answers to match you with funding programs just like a lender would — but faster and smarter. The more accurate you are, the better your options.”
