Complete Funding Packages
Submitting a Complete Funding Package ensures that BS&S can promptly review and respond to a funding request with instant or quick decisions or with minimal follow-up item requests or contingencies and fund the same-day.
For App-Only Transactions ($20,000 to $150,000 Equipment Acquisitions)
Please submit the following items (for most expedient decisions):
- Signed Funding Request
- Credit Bureau (Tri-merge)
- Invoice & Equipment Specs
- 3 Months Bank Statements
- Facilities List along with Proof of Ownership
- Personal Financial Statement (for transactions $75,000+)
For Limited Financial Transactions ($20,000 to $250,000)
Please submit the items listed above along with these additional items:
- Application
- Bill of Sale or Invoice
- Bank Statement or Down-Payment Receipt
Real Estate Worksheet (if applicable) reviews.
One (1) Year Personal & Business Tax Returns
For Full Financial Transactions ($250,000 to $10,000,000)
Please submit the items listed above along with these additional items:
- Interim Statements
- Real Estate Worksheet (if applicable)
- Two (2) Years Full Business Financials
- Two (2) Years Personal & Business Tax Returns
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