Personal Funding Assessment

Complete this assessment so our team can build your custom funding plan. Be accurate. The better your answers, the more precise your plan. You'll receive your completed plan via email within 48 hours.

Contact Info

We'll send your completed plan to this address.

Credit Scores

We need your credit scores to assess which lenders you'll qualify for. If you don't know your exact scores, give us your best estimate.

Leave blank if you don't know.
Leave blank if you don't know.
Leave blank if you don't know.

The 4 Funding Gates

These 4 factors determine if you're ready to apply for funding right now. Answer honestly so we can build an accurate plan.

Revolving Accounts

Tell us about your current credit cards and lines of credit. This helps us calculate your utilization and figure out what to optimize before you apply.

Example: Chase Freedom - $5,000 limit - $1,200 balance / Amex Blue - $10,000 limit - $3,500 balance

Derogatory Items

If you have any negative items on your credit report, tell us about them here. If your report is clean, this section will be quick.

Example: Capital One - Charge-off - $2,400 / Midland Credit - Collection - $800. If none, type N/A.

Business Profile

Your business setup affects which lenders you can apply to and how much you'll qualify for. Tell us where you're at.

Funding Goals

Tell us what you're trying to accomplish so we can target the right lenders and build the right sequence for you.

Example: Applied to Chase Ink - Approved $15K / Applied to Amex - Denied. If none, type N/A.

Income & Debt

This helps us estimate your debt-to-income ratio and set realistic funding expectations. Your answers are confidential.

Example: Credit cards - $320 / Auto loan - $480 / Student loans - $210 / Personal loan - $150 / Collections or payment plans - $75. Type N/A for any that don't apply.
Estimate is fine. Leave blank if you don't know.
Example: Cash on hand - $2,000 / Savings and investments - $5,000 / Vehicle equity - $4,000 / Other - $0. Type 0 for anything that doesn't apply.

Anything Else

Almost done. Last chance to tell us anything that might affect your plan.

Optional. Anything that doesn't fit the questions above goes here.