Pre-Qualify Your Business in 90 Seconds

Reserve your business in our private rollout phase. Get matched with the right lenders before everyone else.
Loan details
Tell us how much your business needs
and what the funds are for.
Loan Amount *
Loan Purpose *
Term Length *
Brief Description of Use of Funds *
Business information
Provide your business details so we
can evaluate your application.
Business Details
Legal Business Name *
DBA / Trade Name *
Employer Identification Number (EIN) *
Entity Type *
State of Formation *
Date of Formation *
Industry / NAICS Code *
Number of Employees *
Financial Overview
Annual Revenue *
Monthly Revenue *
Years in Business *
Existing Business Debt *
Business Address
Street *
Suite / Unit *
City *
State *
ZIP Code *
Upload business documents (Optional)
We need these documents to verify your
business and assess your application.
Upload clear, legible copies. Accepted formats: PDF, JPG, PNG. Max 10MB per file.
Additional Offers from Partners
EIN Confirmation Letter (IRS CP 575 or 147C)
Letter from the IRS confirming your Employer Identification Number.
Articles of Organization / Incorporation
Filed with the Secretary of State when your business was formed.
Statement of Information (CA Form SI-550 / SI-200)
Most recent filing showing current officers, directors, and registered agent.
Operating Agreement / Bylaws
Your LLC operating agreement or corporate bylaws showing
ownership structure.
Certificate of Good Standing
Issued by Secretary of State confirming your business is active
and compliant.
Financial Documents
Business Bank Statements (Last 6 Months)
Most recent 6 months of business checking account statements.
Business Tax Returns (Last 2 Years)
Federal business tax returns (Form 1120, 1120-S, or 1065).
Profit & Loss Statement (YTD)
Year-to-date P&L showing revenue, expenses, and net income.
Balance Sheet (Most Recent)
Current balance sheet showing assets, liabilities, and equity.
Recommended
Licenses & Additional Documents
Business License / Permit
City or county business license showing authorization to operate.
Optional
Business Insurance Certificate
Current certificate of general liability or professional insurance.
If Applicable
Existing Loan / Debt Schedules
Statements for any existing business loans, lines of credit, or leases.
If Applicable
Commercial Lease Agreement
Current lease for your business premises (if applicable).
If Applicable
Missing required documents will delay your application. You can upload additional documents later through your dashboard, but all required documents must be submitted before underwriting can begin.
Owner / Personal guarantor
We need information about any owner with 20%+ ownership.
A personal guarantee may be required.
Federal regulations require us to collect information on all individuals who own 20% or more of the business. The primary owner must personally guarantee the loan.
Primary Owner / Guarantor
First Name *
Last Name *
Title / Role *
Ownership Percentage *
Date of Birth *
Social Security Number(SSN) *
Phone Number *
Email Address *
Home Address
Street *
City *
State *
ZIP Code *
Years at Address *
Personal Financial Summary
Personal Annual Income *
Estimated Personal Credit Score *
Verify your identity (Optional)
Upload a government-issued ID and selfie
for the primary owner / guarantor.
Your documents are encrypted and used solely for identity verification. We delete uploaded images after verification is complete.
Government Issued ID
ID Type *
Face Verification
Take a selfie or upload a clear photo of your face. This helps us confirm the ID belongs to you.
Ensure your ID is valid, text is clear, and the photo matches your selfie. Blurry images may delay your application.
Connect your bank account
Securely connect your primary
business checking account.
Fast and Secure Bank Connection
Connect your business bank account to instantly verify
revenue and cash flow.
Takes less than 60 seconds
Bank level encryption
Read only access
Never store login details
No money movement
Bank connected successfully
Your business bank account has been securely connected and revenue and cash flow verification is complete.
Bank Account Connected
Bank level encryption
Read only access
Never store login details
No money movement
IRS Income Verification (Optional)
submitting this speeds up your loan review by
30%. Required only at final approval stage.
Two 4506-C forms are required — one for the business entity and one for the personal guarantor. This is standard for
business loan applications.
IRS Form 4506-C — Business
Business Entity Tax Transcript Request
Signature Required

Business Tax Transcript Authorization

By signing, I authorize PrimeAK Inc. to request business tax transcripts from the IRS for the entity identified below.

Scope

Business tax returns (Form 1120, 1120-S, or 1065) for the most recent two (2) tax years.

Entity Information

Business: [Auto-filled from application]
EIN: XX-XXXXXXX
Address: [Auto-filled from application]

Duration

Valid for 120 days from signature date.

Business Tax Transcript Authorization

By signing, I authorize PrimeAK Inc. to request business tax transcripts from the IRS for the entity identified below.

Scope

Business tax returns (Form 1120, 1120-S, or 1065) for the most recent two (2) tax years.

Entity Information

Business: [Auto-filled from application]
EIN: XX-XXXXXXX
Address: [Auto-filled from application]

Duration

Valid for 120 days from signature date.

Business Tax Transcript Authorization

By signing, I authorize PrimeAK Inc. to request business tax transcripts from the IRS for the entity identified below.

Scope

Business tax returns (Form 1120, 1120-S, or 1065) for the most recent two (2) tax years.

Entity Information

Business: [Auto-filled from application]
EIN: XX-XXXXXXX
Address: [Auto-filled from application]

Duration

Valid for 120 days from signature date.

Authorized Signer *
Date
Truth in Lending Disclosure (TILA)
Federal Regulation Z Disclosure
Signature Required

Business Tax Transcript Authorization

By signing, I authorize PrimeAK Inc. to request business tax transcripts from the IRS for the entity identified below.

Scope

Business tax returns (Form 1120, 1120-S, or 1065) for the most recent two (2) tax years.

Entity Information

Business: [Auto-filled from application]
EIN: XX-XXXXXXX
Address: [Auto-filled from application]

Duration

Valid for 120 days from signature date.

Business Tax Transcript Authorization

By signing, I authorize PrimeAK Inc. to request business tax transcripts from the IRS for the entity identified below.

Scope

Business tax returns (Form 1120, 1120-S, or 1065) for the most recent two (2) tax years.

Entity Information

Business: [Auto-filled from application]
EIN: XX-XXXXXXX
Address: [Auto-filled from application]

Duration

Valid for 120 days from signature date.

Business Tax Transcript Authorization

By signing, I authorize PrimeAK Inc. to request business tax transcripts from the IRS for the entity identified below.

Scope

Business tax returns (Form 1120, 1120-S, or 1065) for the most recent two (2) tax years.

Entity Information

Business: [Auto-filled from application]
EIN: XX-XXXXXXX
Address: [Auto-filled from application]

Duration

Valid for 120 days from signature date.

Guarantor Signature *
Date
Review your application
Please check your details
before submitting.
Loan Information
Loan amount: $150,000
Term length: 24 months
Purpose: Business Expansion
Use of funds: New location buildout
Business Information
Business name: Pacific Coast Trading LLC
EIN: 84-XXXXXXX
Entity type: LLC
State of formation: California
Annual revenue: $850,000
Years in business: 5-10 years
Documents
EIN Letter: Not uploaded
Articles of Org: Not uploaded
Statement of info: Not uploaded
Bank statements: Not uploaded
Tax returns: Not uploaded
P&L statement: Not uploaded
Owner / Guarantor
Name: Sarah Chen
Ownership: 100%
Title: Managing Member
Identity: Verified
Verifications
Business Bank: Connected
4506-C(Business): Signed
4506-C(Personal): Signed
ID verification: Verified
Prequalifying Won’t Impact Your Credit
Email Us
Call Us
Corporate: (858)324-8882
Customer Service: (888) 789-1887
Location
40 N Altadena Dr Ste 105
Pasadena, CA 91107

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