Add New Applicant

Business Info

Corp 1
Corp 2

Mark as Primary

Business Profile Photo

Company Profile

Notes & Comments

Legal Name

Legal Address

City

State

Zip

DBA

DBA Address (Physical)

City

State

Zip

Tax ID

Entity Type

Time In Biz

Business Location

Biz Cell Phone

Company Fax

Company Phone

Company Email

Website

Mark as Primary

Business Profile Photo

Company Profile

Notes & Comments

Legal Name

Legal Address

City

State

Zip

DBA

DBA Address (Physical)

City

State

Zip

Tax ID

Entity Type

Time In Biz

Business Location

Biz Cell Phone

Company Fax

Company Phone

Company Email

Website

Staff to cc on this App (Optional)

Owners Info

First Name

Last Name

Home Address

Zip

State

DOB

City

SS#

Home Phone

Cell Phone

Ownership%

First Name

Last Name

Home Address

Zip

State

DOB

City

SS#

Home Phone

Cell Phone

Ownership%

First Name

Last Name

Home Address

Zip

State

DOB

City

SS#

Home Phone

Cell Phone

Ownership%

Owners Info

First Name

Last Name

Home Address

Zip

State

DOB

City

SS#

Home Phone

Cell Phone

Ownership%

First Name

Last Name

Home Address

Zip

State

DOB

City

SS#

Home Phone

Cell Phone

Ownership%

First Name

Last Name

Home Address

Zip

State

DOB

City

SS#

Home Phone

Cell Phone

Ownership%

Upload Docs (Optional)

Smart Filing Artificial Intelligence

XYZ detects the type of files you upload and automatically stores them into specific folders You can turn off the A.I. "Smart Filing" feature and /or manually pick which folder you want to store data in.

Application

Bank Statements

CC Processing

Financials

Funding Docs

Private Docs

New Documents

App
- Application.pdf
DL

Bank Stmts
- application.pdf
- application.pdf
- application.pdf
Bank MTD
K1 Form

CC stmts
- application.xlsx
- application.xlsx
- application.xlsx
- application.xlsx
- application.xlsx

Tax Return
- application.xlsx
- application.xlsx
Foursquare
App
Recievables
Balance Sheet
Financials

MCA Agreements
- application.xlsx
- application.xlsx
- application.xlsx
COJ
Bank Login
Site inspection
Void Check

Bank Stmts
- application.ppt
- application.ppt
- application.ppt
- application.ppt
- application.ppt

Document
- application.xlsx
- application.xlsx
- application.xlsx
- application.xlsx
- application.xlsx

Submissions Timeline

Nu Look
Jone Smith

5-27-17

Nu Look
Jone Smith

5-27-17

Nu Look
Jone Smith

5-27-17

Nu Look
Jone Smith

5-27-17

Nu Look
Jone Smith

5-27-17

Nu Look
Jone Smith

5-27-17

Nu Look
Jone Smith

5-27-17

Nu Look
Jone Smith

5-27-17

Nu Look
Jone Smith

5-27-17

Nu Look
Jone Smith

5-27-17

Nu Look
Jone Smith

5-27-17

SUBMIT TO LENDERS

Lender

Offer Requested

Date	Status	Pos	Type	Funding	Factor	Payback	Terms	D	W	M	%	ORG Fee	BRK Fee	Buy Rate	Upsell	Payoff	Net Fund
Date	Status	Pos	Type	Funding	Factor	Payback	Terms		new	0		ORG Fee	BRK Fee	Buy Rate	Upsell	Payoff	Net Fund		0	-	0	0 M	0 D	0 W	0 M	0 %	0	0	0	0	0	0	-- --

POSITIONS

Date	Status	Pos	Type	Funding	Factor	Payback	Terms	D	W	M	%	Perf	Completion	Balance	Tape
Date	Status	Pos	Type	Funding	Factor	Payback	Terms		new	0		Perf	Completion	Balance	Tape		0	0	0	0 M	0 D	0 W	0 M	0 %	-	-- 0%	0		-- --
								$ - DAILY	$- WEEKLY	$ - MONTHLY		-% HOLDBACK		$ - BALANCE

Date	Description	Amount
	Funding Capital	$ 1234567890.702
	Lorem ipsum dolor sit amet, consectetur adipisicing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.	$ 849
	Funding Capital	$ 849849849998
	Funding Capital	$ 849
	Lorem ipsum dolor sit amet, consectetur adipisicing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.	$ 8498498498
	Funding Capital	$ 849

Date	Description	Amount
	Funding Capital	$ 8498498498.702
	Lorem ipsum dolor sit amet, consectetur adipisicing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.	$ 849
	Funding Capital	$ 849849849998
	Funding Capital	$ 849
	Lorem ipsum dolor sit amet, consectetur adipisicing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.	$ 8498498498
	Funding Capital	$ 849

Date	Funder	Amount	R01 / R08
	Funding Capital	$ 849
	Funding Capital	$ 849
	Funding Capital	$ 849
	Funding Capital	$ 849
	Funding Capital	$ 849
	Funding Capital	$ 849

ABC Lending
YellowStone
Pearl Capital
Ondeck