Connect with Our Advisory Team
Speak directly with dedicated loan specialists, schedule a phone conference, or securely submit documentation to underwriting.
Diane Cintron (Direct Line)
Customer Processing Specialist dedicated to initial intake and 10-minute phone onboarding.
Mon–Fri: 9:00 AM – 5:00 PM ESTClearwater, Florida
25400 US Highway 19 N, Suite 114
Clearwater, FL 33763
Schedule Video or Call
Book a confidential 15-minute phone consultation directly into our senior advisor scheduling queue.
Open Google CalendarSend a Direct Advisory Inquiry
Our capital consultants follow up within our guaranteed 2-hour business SLA.
Underwriting Document Center
Upload your financial operating files directly to our underwriting team. Transmitted under 256-bit bank-grade encryption protocols.
- Last 4 months complete business bank statements (PDF)
- Legible color copy of Driver's License (front)
- Pre-printed voided check for ACH
- Prior year federal business tax return
- Year-to-date Profit & Loss statement
- Payoff letters for existing advance positions
- Fully executed Purchase Contract (or payoff statement)
- Current tenant lease agreements & Rent Roll
- Proof of Earnest Money Deposit (EMD receipt)
- Proof of funds to close (Seasoned reserves)
- IRS EIN confirmation letter (Form CP-575)
- Entity formation articles & operating agreement
- Certificate of Good Standing from Secretary of State