Our Process
How Pre-Underwriting
Gets You Funded
Most businesses get declined because they apply to the wrong lenders. Our 4-phase pre-underwriting process matches you to the right lenders before submission — turning a 40–60% decline rate into a 94% approval rate.
94%
Approval Rate
vs. 40–60% industry avg
11 days
Avg. Time to Fund
From application to capital
105+
Lenders Matched
Across all loan types
$0
Upfront Cost
We earn on funded deals only
The 4-Phase Process
From Application to Funded
Click each phase to see exactly what happens, who does what, and what you receive at each step.
Pre-Screening
Know before you apply
Submit Basic Info
Share your business name, industry, time in business, revenue, and financing need. No credit pull at this stage.
Financial Review
Our team reviews your last 3 months of bank statements, basic P&L, and any existing debt obligations.
Credit Profile Check
We run a soft pull (no impact to your score) to assess your credit profile and identify any flags before lenders see it.
Pre-Screening Report
You receive a Pre-Screening Report showing your fundability score, key strengths, and any items to address before submission.
Phase Outcome
You know exactly where you stand before a single lender sees your file.
All Loan Types
Pre-Underwriting Works for Every Loan Type
Our engine is calibrated for all 8 major commercial loan categories. Each has its own lender criteria, documentation requirements, and timeline.
SBA Loans
CRE Loans
Equipment Loans
Working Capital
Lines of Credit
Factoring
Construction
Private Loans
How the Branding Process Works
A strong brand isn't just about looks — lenders Google your business before they approve your loan. Our branding process is built to make that first impression count.
The Lender Reality
Lenders judge your brand before they read your financials
Before a lender opens your application, they search your business online. A Gmail address, no website, or an outdated logo signals risk — even if your numbers are strong. Our branding clients average a +69 point brand score increase.
+69
Avg. Score Increase
14 days
Avg. Delivery
150+
Brands Built
Brand Audit
Day 1 — Free
We score your current brand presence across 8 dimensions: logo, website, email, Google profile, social media, consistency, professionalism, and fundability. You receive a detailed report with a score out of 100.
Brand Strategy
Days 1–2
Based on your audit, we define your brand direction — color palette, typography, tone of voice, and positioning. We align your brand to your industry, target clients, and funding goals.
Design & Build
Days 3–12
Our designers build your complete brand identity: logo suite, website, business cards, branded email, Google Business Profile, and social media kit. You review and approve at each stage.
Launch & Verify
Days 12–14
We launch your brand across all platforms, run a final brand score check, and issue your Verified Result documentation. Your brand is now lender-ready and client-ready.
Branding Packages
Choose Your Brand Track
Starter
New Business
From $497
- Logo & brand identity
- Branded email setup
- Google Business Profile
- Business card design
- Brand guidelines
Professional
Most Popular
From $1,497
- Everything in Starter
- Professional website (5 pages)
- Social media kit
- Pitch deck template
- Brand score audit + report
White Label
Brokers & Firms
From $2,997
- Everything in Professional
- Custom broker portal branding
- Client-facing materials
- Lender presentation deck
- Ongoing brand support
Common Questions
Pre-Underwriting FAQ
Ready to Start?
Get Pre-Qualified in
3 Minutes. No Credit Pull.
Stop guessing which lenders will approve you. Let our pre-underwriting engine do the work — and only submit your deal to lenders who are a strong match.