Applicants
Approval, documents, and funding
Review options, sign documents, and complete identity, bank, delivery, and final requirements.
11 guides
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What happens after you apply
Understand review, information requests, options, documents, and next steps.
Understand options when presented
Compare the actual amount, payment, term, cash due, and conditions securely.
When more information is needed
Use the secure checklist to see what is missing and why it matters.
Review and sign documents
Confirm the signer, business, equipment, amount, and agreement before signing.
Troubleshoot electronic signature
Resolve expired invitations, missing fields, wrong signers, and browser issues.
Upload a government ID securely
Capture a complete, current, readable ID through the approved workflow.
Connect or verify a bank account
Use the available secure connection or approved document alternative.
Upload a voided check
Provide a readable approved bank document through the secure upload.
Upload bank statements
Submit the requested period and complete readable files securely.
Delivery and acceptance requirements
Confirm delivery, installation, serial number, or acceptance only when accurate.
Final review and funding
Understand the difference between signed, requirements complete, and funded.